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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

181 hedge funds and large institutions have $1.62B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 70 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

328% more call options, than puts

Call options by funds: $7.97M | Put options by funds: $1.86M

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

18% more capital invested

Capital invested by funds: $1.38B → $1.62B (+$249M)

3% more funds holding

Funds holding: 176181 (+5)

43% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 70

Holders
181
Holders Change
+5
Holders Change %
+2.84%
% of All Funds
3.15%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
17
Increased
40
Reduced
70
Closed
12
Calls
$7.97M
Puts
$1.86M
Net Calls
+$6.11M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.11B +$11.7M +628,380 +1%
BJL
2
Brighton Jones LLC
Washington
$133M +$2.84M +152,709 +2%
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$98.1M -$536K -28,813 -0.6%
ST
4
Sageworth Trust
Pennsylvania
$23.3M -$14.5M -778,250 -40%
ECM
5
Evergreen Capital Management
Washington
$17.1M -$157K -8,425 -1%
Mariner
6
Mariner
Kansas
$14.8M +$234K +12,561 +2%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$13.8M +$5.04M +270,515 +62%
AP
8
Arlington Partners
Alabama
$12.1M -$7.31M -392,390 -39%
Morgan Stanley
9
Morgan Stanley
New York
$11.6M +$484K +25,973 +5%
KeyBank National Association
10
KeyBank National Association
Ohio
$10.1M -$175K -9,399 -2%
Goldman Sachs
11
Goldman Sachs
New York
$9.63M +$131K +7,033 +1%
NAS
12
Nicolet Advisory Services
Wisconsin
$9.04M -$750K -40,255 -8%
Citadel Advisors
13
Citadel Advisors
Florida
$8.72M +$8.27M +443,905 New
OPCM
14
Osborne Partners Capital Management
California
$8.2M +$413K +22,167 +6%
Creative Planning
15
Creative Planning
Kansas
$8.09M -$336K -18,050 -4%
MCM
16
MAI Capital Management
Ohio
$7.63M +$41.9K +2,248 +0.6%
PFBT
17
Parkside Financial Bank & Trust
Missouri
$6.24M -$203K -10,913 -3%
NCM
18
Noesis Capital Mangement
Florida
$6.17M +$32.2K +1,730 +0.5%
RT
19
Rockland Trust
Massachusetts
$5.77M -$1.04M -56,100 -16%
NB
20
Nicolet Bankshares
Wisconsin
$5.24M -$96.9K -5,204 -2%
FFG
21
Fortem Financial Group
California
$5.15M +$106K +5,700 +2%
RCYC
22
Richard C. Young & Co
Rhode Island
$4.91M -$48.3K -2,596 -1%
RBC
23
Rye Brook Capital
Connecticut
$4.26M
JMPWA
24
JP Morgan Private Wealth Advisors
California
$4.11M +$312K +16,768 +9%
GA
25
Greytown Advisors
Florida
$3.92M

AMJ Hedge Fund Activity: Q2 2021 in Review

181 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2021, worth a combined $1.62B — up 18% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AMJ positions and 12 closed out — a net gain of 5 holders — while 40 added to existing stakes and 70 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $11.7M. The largest seller was Sageworth Trust, cutting an estimated $14.5M.

  • 181 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2021, up from 176 in Q1 2021.
  • Funds reported $1.62B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2021, up 18% quarter-over-quarter.
  • 17 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2021 and 12 closed out, a net change of +5 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2021 was JP Morgan Chase, an estimated $11.7M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2021 was Sageworth Trust, an estimated $14.5M sold.

Based on aggregated 13F filings for Q2 2021.