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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

178 hedge funds and large institutions have $1.86B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

711% more call options, than puts

Call options by funds: $6.09M | Put options by funds: $751K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

16% more capital invested

Capital invested by funds: $1.6B → $1.86B (+$258M)

7% less funds holding

Funds holding: 192178 (-14)

39% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 28

44% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 72

Holders
178
Holders Change
-14
Holders Change %
-7.29%
% of All Funds
2.81%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
17
Increased
40
Reduced
72
Closed
28
Calls
$6.09M
Puts
$751K
Net Calls
+$5.34M
Net Calls Change
+$11M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.31B +$12M +595,871 +1%
BJL
2
Brighton Jones LLC
Washington
$163M +$5.24M +260,914 +3%
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$135M +$9.5M +472,964 +8%
ECM
4
Evergreen Capital Management
Washington
$21.3M -$14.2M -704,673 -41%
Mariner
5
Mariner
Kansas
$14.5M -$721K -35,917 -5%
Morgan Stanley
6
Morgan Stanley
New York
$13.6M +$976K +48,593 +8%
NAS
7
Nicolet Advisory Services
Wisconsin
$12.2M +$74.2K +3,697 +0.6%
KeyBank National Association
8
KeyBank National Association
Ohio
$11.2M +$30.3K +1,509 +0.3%
OPCM
9
Osborne Partners Capital Management
California
$10.1M +$226K +11,242 +2%
Goldman Sachs
10
Goldman Sachs
New York
$8.53M -$1.68M -83,882 -17%
Creative Planning
11
Creative Planning
Kansas
$7.88M -$175K -8,721 -2%
PFBT
12
Parkside Financial Bank & Trust
Missouri
$7.45M +$224K +11,148 +3%
NB
13
Nicolet Bankshares
Wisconsin
$7.21M +$275K +13,669 +4%
FFG
14
Fortem Financial Group
California
$6.04M +$392K +19,508 +7%
NCM
15
Noesis Capital Mangement
Florida
$6.02M -$308K -15,320 -5%
RBC
16
Rye Brook Capital
Connecticut
$5.72M -$1.07M -53,500 -16%
RT
17
Rockland Trust
Massachusetts
$5.02M -$138K -6,865 -3%
ECG
18
Edge Capital Group
Georgia
$4.91M +$4.18M +208,315 +788%
MCM
19
MAI Capital Management
Ohio
$4.81M -$251K -12,521 -5%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$4.8M +$231K +11,503 +5%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$4.78M +$4.25M +211,663 +1,249%
CB
22
Commerce Bank
Missouri
$4.53M +$1.4M +69,809 +48%
AllianceBernstein
23
AllianceBernstein
Tennessee
$4.08M
Wolverine Trading
24
Wolverine Trading
Illinois
$3.87M -$1.65M -82,389 -31%
CWM
25
Congress Wealth Management
Massachusetts
$3.35M -$603K -30,000 -16%

AMJ Hedge Fund Activity: Q1 2022 in Review

178 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2022, worth a combined $1.86B — up 16% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of AMJ and 17 opened new positions — a net loss of 11 holders — while 72 trimmed existing stakes and 40 added.

The largest buyer was JP Morgan Chase, adding an estimated $12M. The largest seller was Evergreen Capital Management, cutting an estimated $14.2M.

  • 178 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2022, down from 192 in Q4 2021.
  • Funds reported $1.86B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2022, up 16% quarter-over-quarter.
  • 17 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2022 and 28 closed out, a net change of -11 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2022 was JP Morgan Chase, an estimated $12M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2022 was Evergreen Capital Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2022.