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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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192 hedge funds and large institutions have $1.6B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

6% more funds holding

Funds holding: 181 → 192 (+11)

2% more capital invested

Capital invested by funds: $1.58B → $1.6B (+$25.4M)

17% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 64

38% less call options, than puts

Call options by funds: $9.38M | Put options by funds: $15.1M

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
192
Holders Change
+11
Holders Change %
+6.08%
% of All Funds
2.95%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
31
Increased
53
Reduced
64
Closed
19
Calls
$9.38M
Puts
$15.1M
Net Calls
-$5.68M
Net Calls Change
-$1.24M

Top Buyers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$30.9M
2
ECM
Evergreen Capital Management
Washington
+$15.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$7.91M
4
JP Morgan Chase
JP Morgan Chase
New York
+$6.42M
5
BJL
Brighton Jones LLC
Washington
+$5.11M

Top Sellers

1
ST
Sageworth Trust
Pennsylvania
-$11.5M
2
AP
Arlington Partners
Alabama
-$9.3M
3
AIA
Arrow Investment Advisors
Maryland
-$1.71M
4
Mariner
Mariner
Kansas
-$1.41M
5
MCM
MAI Capital Management
Ohio
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.11B +$6.42M +346,900 +0.6%
BJL
2
Brighton Jones LLC
Washington
$134M +$5.11M +276,071 +4%
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$107M +$30.9M +1,671,979 +39%
ECM
4
Evergreen Capital Management
Washington
$30.7M +$15.2M +819,130 +91%
Mariner
5
Mariner
Kansas
$13M -$1.41M -76,300 -9%
ST
6
Sageworth Trust
Pennsylvania
$11.4M -$11.5M -624,140 -49%
Morgan Stanley
7
Morgan Stanley
New York
$10.7M +$762K +41,175 +7%
NAS
8
Nicolet Advisory Services
Wisconsin
$10.2M +$233K +12,586 +2%
KeyBank National Association
9
KeyBank National Association
Ohio
$9.47M +$360K +19,475 +4%
Goldman Sachs
10
Goldman Sachs
New York
$8.76M +$602K +32,554 +7%
OPCM
11
Osborne Partners Capital Management
California
$8.37M +$215K +11,639 +3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$7.61M +$7.91M +427,455 New
Creative Planning
13
Creative Planning
Kansas
$6.86M -$369K -19,936 -5%
PFBT
14
Parkside Financial Bank & Trust
Missouri
$6.15M +$448K +24,191 +8%
NB
15
Nicolet Bankshares
Wisconsin
$5.89M +$645K +34,842 +12%
RBC
16
Rye Brook Capital
Connecticut
$5.82M +$2.04M +110,200 +51%
NCM
17
Noesis Capital Mangement
Florida
$5.4M -$765K -41,355 -12%
FFG
18
Fortem Financial Group
California
$4.79M +$5.38K +291 +0.1%
Wolverine Trading
19
Wolverine Trading
Illinois
$4.67M +$2.95M +159,355 +149%
RT
20
Rockland Trust
Massachusetts
$4.4M -$245K -13,235 -5%
MCM
21
MAI Capital Management
Ohio
$4.32M -$1.26M -68,000 -22%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$3.89M -$176K -9,536 -4%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$3.6M +$651K +35,169 +21%
GA
24
Greytown Advisors
Florida
$3.58M +$30.2K +1,632 +0.8%
AllianceBernstein
25
AllianceBernstein
Tennessee
$3.47M -$337K -18,210 -9%
1
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AMJ Hedge Fund Activity: Q4 2021 in Review

192 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2021, worth a combined $1.6B — up 1.6% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AMJ positions and 19 closed out — a net gain of 12 holders — while 53 added to existing stakes and 64 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $30.9M. The largest seller was Sageworth Trust, cutting an estimated $11.5M.

  • 192 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2021, up from 181 in Q3 2021.
  • Funds reported $1.6B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2021, up 1.6% quarter-over-quarter.
  • 31 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2021 and 19 closed out, a net change of +12 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2021 was CIBC Private Wealth Group, an estimated $30.9M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2021 was Sageworth Trust, an estimated $11.5M sold.

Based on aggregated 13F filings for Q4 2021.