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Alerian MLP Index ETNs due January 28 2044

54 hedge funds and large institutions have $455M invested in Alerian MLP Index ETNs due January 28 2044 in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

3% more capital invested

Capital invested by funds: $439M → $455M (+$15.4M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.6% less ownership

Funds ownership: 65.82%65.23% (-0.6%)

10% less funds holding

Funds holding: 6054 (-6)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
54
Holders Change
-6
Holders Change %
-10%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
21
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$150M -$10.2M -348,000 -6%
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$102M +$3.23M +109,965 +3%
Morgan Stanley
3
Morgan Stanley
New York
$27.7M -$2.44M -82,953 -8%
EH
4
Equitable Holdings
New York
$24.3M +$2.53M +85,893 +12%
KeyBank National Association
5
KeyBank National Association
Ohio
$19.3M -$115K -3,927 -0.6%
NC
6
NBW Capital
Massachusetts
$18.6M -$507K -17,243 -3%
NAS
7
Nicolet Advisory Services
Wisconsin
$14.5M +$191K +6,484 +1%
Goldman Sachs
8
Goldman Sachs
New York
$12.4M +$1.38M +46,775 +12%
OPCM
9
Osborne Partners Capital Management
California
$11.6M -$290K -9,877 -2%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$9.29M -$45.3K -1,540 -0.5%
LPL Financial
11
LPL Financial
California
$8.67M +$2.71M +92,138 +46%
NB
12
Nicolet Bankshares
Wisconsin
$6.05M +$91.2K +3,102 +2%
VA
13
Vident Advisory
Georgia
$5.71M +$5.69M +193,473 New
MCM
14
MAI Capital Management
Ohio
$5.6M +$140K +4,754 +3%
PFBT
15
Parkside Financial Bank & Trust
Missouri
$5.16M -$2.99M -101,638 -37%
FA
16
FF Advisors
California
$4.31M -$220K -7,480 -5%
EHC
17
Everett Harris & Co
California
$3.24M +$91.1K +3,100 +3%
LSPW
18
Lake Street Private Wealth
Illinois
$2.86M -$331K -11,250 -10%
NEAM
19
New England Asset Management
Connecticut
$2.74M
UCFA
20
United Capital Financial Advisors
Texas
$2.71M
SWIM
21
Smallwood Wealth Investment Management
New Jersey
$2.53M +$663K +22,568 +36%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.6M +$176 +6 +0%
HW
23
Hancock Whitney
Mississippi
$1.46M +$72.9K +2,481 +5%
KC
24
Kepos Capital
New York
$1.31M -$31.5K -1,070 -2%
RIA
25
Regal Investment Advisors
Michigan
$1.26M -$96.3K -3,275 -7%

AMJB Hedge Fund Activity: Q4 2024 in Review

54 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP Index ETNs due January 28 2044 (AMJB) for Q4 2024, worth a combined $455M — up 3.5% from $439M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of AMJB and 5 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 21 added.

The largest buyer was Vident Advisory, opening a new position worth an estimated $5.69M. The largest seller was JP Morgan Chase, cutting an estimated $10.2M.

  • 54 institutional investors held Alerian MLP Index ETNs due January 28 2044 (AMJB) as of Q4 2024, down from 60 in Q3 2024.
  • Funds reported $455M of Alerian MLP Index ETNs due January 28 2044 stock for Q4 2024, up 3.5% quarter-over-quarter.
  • 5 funds opened new Alerian MLP Index ETNs due January 28 2044 positions in Q4 2024 and 9 closed out, a net change of -4 holders.
  • The largest Alerian MLP Index ETNs due January 28 2044 buyer in Q4 2024 was Vident Advisory, an estimated $5.69M added.
  • The largest Alerian MLP Index ETNs due January 28 2044 seller in Q4 2024 was JP Morgan Chase, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2024.