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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

AMJ was delisted on the 21st of May, 2024.

302 hedge funds and large institutions have $2.03B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 121 increasing their positions, 99 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,752% more call options, than puts

Call options by funds: $406M | Put options by funds: $21.9M

22% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 99

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

2% less funds holding

Funds holding: 307302 (-5)

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

7% less capital invested

Capital invested by funds: $2.19B → $2.03B (-$158M)

Holders
302
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
7.53%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.6%
New
32
Increased
121
Reduced
99
Closed
35
Calls
$406M
Puts
$21.9M
Net Calls
+$384M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$158M -$161M -5,250,000 -50%
Morgan Stanley
2
Morgan Stanley
New York
$108M +$20.9M +679,434 +23%
CB
3
Commerce Bank
Missouri
$104M +$8.18M +266,195 +8%
Goldman Sachs
4
Goldman Sachs
New York
$84.9M +$57.3M +1,865,225 +188%
BJL
5
Brighton Jones LLC
Washington
$79.1M +$81.9M +2,664,270 New
FEG
6
Fund Evaluation Group
Ohio
$71.2M +$37.4K +1,218 +0.1%
CBU
7
CIBC Bank USA
Illinois
$68.3M +$5.47M +177,986 +8%
DCC
8
Dow Chemical Company
Michigan
$58.5M
CIBC Private Wealth Group
9
CIBC Private Wealth Group
Georgia
$49.8M +$369 +12 +0%
HTC
10
Haverford Trust Company
Pennsylvania
$48.9M +$2.09M +67,952 +4%
SFG
11
Sage Financial Group
Pennsylvania
$39.9M
KeyBank National Association
12
KeyBank National Association
Ohio
$38.6M +$3.73M +121,345 +10%
ECM
13
Evergreen Capital Management
Washington
$37.6M +$17.5M +568,945 +82%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$36.7M +$13.6M +443,466 +56%
RC
15
RegentAtlantic Capital
New Jersey
$35.2M +$580K +18,861 +2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$32.9M +$131K +4,274 +0.4%
EGA
17
Eagle Global Advisors
Texas
$31.6M -$1.03M -33,360 -3%
Wells Fargo
18
Wells Fargo
California
$30.8M -$3.39M -110,400 -10%
Kayne Anderson Rudnick Investment Management
19
Kayne Anderson Rudnick Investment Management
California
$29.8M +$1.4M +45,550 +5%
KA
20
Klingman & Associates
New York
$28.1M +$1.06M +34,461 +4%
BO
21
BRR OpCo
Ohio
$27M +$7.87K +256 +0%
RTS
22
Round Table Services
New Jersey
$26.2M +$2.13M +69,482 +9%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$24.4M -$284K -9,232 -1%
KC
24
Kepos Capital
New York
$22.3M +$37.7K +1,228 +0.2%
Mariner
25
Mariner
Kansas
$21.4M +$193K +6,286 +0.9%

AMJ Hedge Fund Activity: Q2 2017 in Review

302 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2017, worth a combined $2.03B — down 7.2% from $2.19B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of AMJ and 32 opened new positions — a net loss of 3 holders — while 99 trimmed existing stakes and 121 added.

The largest buyer was Brighton Jones LLC, opening a new position worth an estimated $81.9M. The largest seller was JP Morgan Chase, cutting an estimated $161M.

  • 302 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2017, down from 307 in Q1 2017.
  • Funds reported $2.03B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2017, down 7.2% quarter-over-quarter.
  • 32 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2017 and 35 closed out, a net change of -3 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2017 was Brighton Jones LLC, an estimated $81.9M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2017 was JP Morgan Chase, an estimated $161M sold.

Based on aggregated 13F filings for Q2 2017.