JP Morgan Alerian MLP Index ETN 5/24/24
AMJ was delisted on the 21st of May, 2024.
192 hedge funds and large institutions have $1.6B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 19 closing their positions.
63% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 19
6% more funds holding
Funds holding: 181 → 192 (+11)
2% more capital invested
Capital invested by funds: $1.58B → $1.6B (+$25.4M)
17% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 64
38% less call options, than puts
Call options by funds: $9.38M | Put options by funds: $15.1M
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$30.9M |
| 2 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
+$15.2M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$7.91M |
| 4 |
JP Morgan Chase
New York
|
+$6.42M |
| 5 |
BJL
Brighton Jones LLC
Seattle,
Washington
|
+$5.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ST
Sageworth Trust
Lancaster,
Pennsylvania
|
-$11.5M |
| 2 |
AP
Arlington Partners
Birmingham,
Alabama
|
-$9.3M |
| 3 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
-$1.71M |
| 4 |
Mariner
Overland Park,
Kansas
|
-$1.41M |
| 5 |
MCM
MAI Capital Management
Independence,
Ohio
|
-$1.26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWA
201
Stratos Wealth Advisors
Beachwood,
Ohio
| – | -$213K | -11,730 | Closed |
|
|
TWMP
202
Taylor Wealth Management Partners
Boston,
Massachusetts
| – | -$213K | -11,700 | Closed |
|
|
GPA
203
Guidance Point Advisors
Wellesley,
Massachusetts
| – | -$115K | -6,427 | Closed |
|
|
GRP
204
Global Retirement Partners
San Rafael,
California
| – | -$48K | -2,647 | Closed |
|
|
RE
205
RBC Europe
London,
United Kingdom
| – | -$24.3K | -1,340 | Closed |
|
|
PH
206
Pinnacle Holdings
Tulsa,
Oklahoma
| – | -$21.8K | -1,199 | Closed |
|
|
RCA
207
Ranch Capital Advisors
Sarasota,
Florida
| – | -$19K | -1,050 | Closed |
|
|
AIA
208
Angeles Investment Advisors
Santa Monica,
California
| – | -$4K | -200 | Closed |
|
|
LWANC
209
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| – | -$3K | -160 | Closed |
|
210
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$3K | -154 | Closed |
|
|
BBHC
211
Brown Brothers Harriman & Co
New York
| – | -$1 | -40 | Closed |
|
212
Fidelity Investments
Boston,
Massachusetts
| – | -$19 | -1 | -50% |
|
AMJ Hedge Fund Activity: Q4 2021 in Review
192 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2021, worth a combined $1.6B — up 1.6% from $1.58B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new AMJ positions and 19 closed out — a net gain of 12 holders — while 53 added to existing stakes and 64 trimmed.
The largest buyer was CIBC Private Wealth Group, adding an estimated $30.9M. The largest seller was Sageworth Trust, cutting an estimated $11.5M.
- 192 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2021, up from 181 in Q3 2021.
- Funds reported $1.6B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2021, up 1.6% quarter-over-quarter.
- 31 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2021 and 19 closed out, a net change of +12 holders.
- The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2021 was CIBC Private Wealth Group, an estimated $30.9M added.
- The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2021 was Sageworth Trust, an estimated $11.5M sold.
Based on aggregated 13F filings for Q4 2021.