We are live on ! Find out more
AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

315 hedge funds and large institutions have $1.96B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 90 increasing their positions, 131 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,534% more call options, than puts

Call options by funds: $540M | Put options by funds: $20.5M

76% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 34

26% more funds holding in top 10

Funds holding in top 10: 1924 (+5)

8% more funds holding

Funds holding: 293315 (+22)

3% less capital invested

Capital invested by funds: $2.03B → $1.96B (-$68.3M)

31% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 131

Holders
315
Holders Change
+22
Holders Change %
+7.51%
% of All Funds
7.14%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.54%
New
60
Increased
90
Reduced
131
Closed
34
Calls
$540M
Puts
$20.5M
Net Calls
+$520M
Net Calls Change
+$25.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$159M +$46.9M +1,727,955 +43%
CB
2
Commerce Bank
Missouri
$92.5M -$7.19M -264,721 -7%
BJL
3
Brighton Jones LLC
Washington
$85.8M +$2.76M +101,540 +3%
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$82.4M +$33M +1,214,736 +68%
JP Morgan Chase
5
JP Morgan Chase
New York
$56.7M -$191M -7,046,500 -77%
Goldman Sachs
6
Goldman Sachs
New York
$56.2M -$29.5M -1,087,422 -35%
DCC
7
Dow Chemical Company
Michigan
$54.1M
CBU
8
CIBC Bank USA
Illinois
$45.3M -$22.7M -834,762 -34%
HTC
9
Haverford Trust Company
Pennsylvania
$42.2M -$4.9M -180,524 -11%
Balyasny Asset Management
10
Balyasny Asset Management
Illinois
$41.2M +$36.1M +1,329,762 +782%
ECM
11
Evergreen Capital Management
Washington
$40.2M +$2.6M +95,923 +7%
KeyBank National Association
12
KeyBank National Association
Ohio
$39.7M +$1.64M +60,530 +4%
RC
13
RegentAtlantic Capital
New Jersey
$37.7M +$37.2M +1,370,871 New
EGA
14
Eagle Global Advisors
Texas
$35.4M +$4.78M +175,940 +16%
Ameriprise
15
Ameriprise
Minnesota
$34.6M +$16.6M +613,096 +93%
PWPCM
16
Perella Weinberg Partners Capital Management
New York
$32.2M -$1.04M -38,240 -3%
Invesco
17
Invesco
Georgia
$32.1M
Mariner
18
Mariner
Kansas
$26.9M +$3.41M +125,448 +15%
KA
19
Klingman & Associates
New York
$26.2M -$463K -17,059 -2%
BO
20
BRR OpCo
Ohio
$25.9M +$706K +26,016 +3%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$22.9M -$7.34M -270,412 -24%
AR
22
Advisory Research
Illinois
$22.3M +$21.7M +798,395 +6,151%
MHI
23
Miller Howard Investments
New York
$20.6M +$19.4M +716,275 +2,238%
Kayne Anderson Rudnick Investment Management
24
Kayne Anderson Rudnick Investment Management
California
$19.8M -$8.26M -304,440 -30%
AP
25
Arlington Partners
Alabama
$19.5M +$19.3M +711,128 New

AMJ Hedge Fund Activity: Q4 2017 in Review

315 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2017, worth a combined $1.96B — down 3.4% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AMJ positions and 34 closed out — a net gain of 26 holders — while 90 added to existing stakes and 131 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $46.9M. The largest seller was JP Morgan Chase, cutting an estimated $191M.

  • 315 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2017, up from 293 in Q3 2017.
  • Funds reported $1.96B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2017, down 3.4% quarter-over-quarter.
  • 60 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2017 and 34 closed out, a net change of +26 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2017 was Morgan Stanley, an estimated $46.9M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2017 was JP Morgan Chase, an estimated $191M sold.

Based on aggregated 13F filings for Q4 2017.