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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24
AMJ

Delisted

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

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293 hedge funds and large institutions have $2.03B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 115 increasing their positions, 101 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more call options, than puts

Call options by funds: $533M | Put options by funds: $38M

14% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 101

0% more capital invested

Capital invested by funds: $2.03B → $2.03B (+$2.42M)

3% less funds holding

Funds holding: 302 → 293 (-9)

17% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 35

21% less funds holding in top 10

Funds holding in top 10: 24 → 19 (-5)

Holders
293
Holders Change
-9
Holders Change %
-2.98%
% of All Funds
7.3%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.47%
New
29
Increased
115
Reduced
101
Closed
35
Calls
$533M
Puts
$38M
Net Calls
+$495M
Net Calls Change
+$110M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$109M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
+$25.9M
3
CS
Credit Suisse
Switzerland
+$13.9M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$12.2M
5
Morgan Stanley
Morgan Stanley
New York
+$12.1M

Top Sellers

1
FEG
Fund Evaluation Group
Ohio
-$71.2M
2
RC
RegentAtlantic Capital
New Jersey
-$34.1M
3
MWAC
Mariner Wealth Advisors (Cincinnati)
Ohio
-$13.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11M
5
Citigroup
Citigroup
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$257M +$109M +3,800,000 +72%
Morgan Stanley
2
Morgan Stanley
New York
$114M +$12.1M +421,343 +12%
CB
3
Commerce Bank
Missouri
$103M +$3.84M +133,554 +4%
Goldman Sachs
4
Goldman Sachs
New York
$88.5M +$7.93M +275,810 +10%
BJL
5
Brighton Jones LLC
Washington
$85.3M +$10.3M +356,725 +13%
CBU
6
CIBC Bank USA
Illinois
$70.1M +$5.3M +184,274 +8%
DCC
7
Dow Chemical Company
Michigan
$55.6M – – –
CIBC Private Wealth Group
8
CIBC Private Wealth Group
Georgia
$50.4M +$3.18M +110,540 +7%
HTC
9
Haverford Trust Company
Pennsylvania
$48.4M +$2.04M +70,868 +4%
SFG
10
Sage Financial Group
Pennsylvania
$39.7M – – –
KeyBank National Association
11
KeyBank National Association
Ohio
$39.1M +$2.48M +86,238 +7%
ECM
12
Evergreen Capital Management
Washington
$38.6M +$2.89M +100,623 +8%
RC
13
RegentAtlantic Capital
New Jersey
$35M -$34.1M -1,185,531 Closed
EGA
14
Eagle Global Advisors
Texas
$31.4M +$1.38M +48,160 +5%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$31.2M -$3.72M -129,404 -10%
Kayne Anderson Rudnick Investment Management
16
Kayne Anderson Rudnick Investment Management
California
$28.9M +$578K +20,108 +2%
KA
17
Klingman & Associates
New York
$27.4M +$698K +24,273 +3%
Wells Fargo
18
Wells Fargo
California
$26.6M -$2.72M -94,727 -9%
BO
19
BRR OpCo
Ohio
$25.9M +$218K +7,578 +0.8%
Invesco
20
Invesco
Georgia
$25.8M – – –
Mariner
21
Mariner
Kansas
$24M +$3.8M +132,225 +18%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$23M -$221K -7,670 -0.9%
SAS
23
Stelac Advisory Services
New York
$22M +$2.72M +94,526 +14%
RTS
24
Round Table Services
New Jersey
$21.5M -$3.44M -119,733 -14%
KC
25
Kepos Capital
New York
$20.8M -$411K -14,282 -2%
1
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AMJ Hedge Fund Activity: Q3 2017 in Review

293 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 Q3 2017, worth a combined $2.03B — up 0.12% from $2.03B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of AMJ and 29 opened new positions — a net loss of 6 holders — while 101 trimmed existing stakes and 115 added.

The largest buyer was JP Morgan Chase, adding an estimated $109M. The largest seller was Fund Evaluation Group, exiting entirely with an estimated $71.2M sold.

  • 293 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2017, down from 302 in Q2 2017.
  • Funds reported $2.03B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2017, up 0.12% quarter-over-quarter.
  • 29 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2017 and 35 closed out, a net change of -6 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2017 was JP Morgan Chase, an estimated $109M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2017 was Fund Evaluation Group, an estimated $71.2M sold.

Based on aggregated 13F filings for Q3 2017.