JP Morgan Alerian MLP Index ETN 5/24/24
AMJ was delisted on the 21st of May, 2024.
298 hedge funds and large institutions have $1.81B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2018 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 83 increasing their positions, 116 reducing their positions, and 56 closing their positions.
1,385% more call options, than puts
Call options by funds: $319M | Put options by funds: $21.5M
11% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 56
1% more funds holding
Funds holding: 296 → 298 (+2)
6% less funds holding in top 10
Funds holding in top 10: 16 → 15 (-1)
16% less capital invested
Capital invested by funds: $2.16B → $1.81B (-$352M)
28% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 116
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$176M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$90.1M |
| 3 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$29.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$27.3M |
| 5 |
MHI
Miller Howard Investments
Kingston,
New York
|
+$23.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$332M |
| 2 |
CB
Commerce Bank
Kansas City,
Missouri
|
-$19.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$14.5M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$12.3M |
| 5 |
AP
Arlington Partners
Birmingham,
Alabama
|
-$11.4M |
AMJ Hedge Fund Activity: Q4 2018 in Review
298 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2018, worth a combined $1.81B — down 16% from $2.16B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new AMJ positions and 56 closed out — a net gain of 6 holders — while 83 added to existing stakes and 116 trimmed.
The largest buyer was Creative Planning, adding an estimated $176M. The largest seller was JP Morgan Chase, cutting an estimated $332M.
- 298 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2018, up from 296 in Q3 2018.
- Funds reported $1.81B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2018, down 16% quarter-over-quarter.
- 62 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2018 and 56 closed out, a net change of +6 holders.
- The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2018 was Creative Planning, an estimated $176M added.
- The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2018 was JP Morgan Chase, an estimated $332M sold.
Based on aggregated 13F filings for Q4 2018.