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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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240 hedge funds and large institutions have $763M invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 57 increasing their positions, 104 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $8.06M | Put options by funds: $2.65M

14% less funds holding

Funds holding: 278 → 240 (-38)

45% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 104

46% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 72

64% less capital invested

Capital invested by funds: $2.11B → $763M (-$1.35B)

73% less funds holding in top 10

Funds holding in top 10: 11 → 3 (-8)

Holders
240
Holders Change
-38
Holders Change %
-13.67%
% of All Funds
5.29%
Holding in Top 10
3
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-72.73%
% of All Funds
0.07%
New
39
Increased
57
Reduced
104
Closed
72
Calls
$8.06M
Puts
$2.65M
Net Calls
+$5.42M
Net Calls Change
+$8.3M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$283M
2
ECM
Evergreen Capital Management
Washington
+$32M
3
BJL
Brighton Jones LLC
Washington
+$18.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$12.4M
5
Mariner
Mariner
Kansas
+$10.8M

Top Sellers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
-$32M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$27.7M
3
EGA
Eagle Global Advisors
Texas
-$24.5M
4
ST
Sageworth Trust
Pennsylvania
-$23.6M
5
PFO
Pathstone Family Office
New Jersey
-$22.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
226
Meeder Asset Management
Ohio
$4K +$8.16K +467 New
WQ
227
Wealth Quarterback
New Jersey
$3.08K -$387K -22,180 -98%
KPW
228
Kore Private Wealth
New York
$3K – – –
WPEP
229
Walnut Private Equity Partners
Nebraska
$3K – – –
GI
230
Gradient Investments
Minnesota
$2K – – –
LWCFA
231
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K – – –
PH
232
Pinnacle Holdings
Oklahoma
$1.94K +$3.76K +215 New
AA
233
AlphaMark Advisors
Kentucky
$1K – – –
BCA
234
Berman Capital Advisors
Georgia
$1K – – –
SBL
235
Sargent Bickham Lagudis
Colorado
$1K – – –
OFG
236
OmniStar Financial Group
North Carolina
$1K +$2.36K +135 New
CAN
237
Claraphi Advisory Network
United States
$1K +$2.9K +166 New
SMFS
238
Squar Milner Financial Services
California
$1K +$3.44K +197 New
AllianceBernstein
239
AllianceBernstein
Tennessee
– -$27.7M -1,268,776 Closed
HCM
240
Hilton Capital Management
New York
– -$14M -642,150 Closed
Millennium Management
241
Millennium Management
New York
– -$12.3M -565,245 Closed
UIC
242
Uniplan Investment Counsel
Wisconsin
– -$10.6M -484,869 Closed
CCA
243
Clearwater Capital Advisors
Illinois
– -$8.92M -409,191 Closed
KA
244
Klingman & Associates
New York
– -$5.25M -240,887 Closed
HWA
245
Heritage Wealth Advisors
Virginia
– -$5.17M -237,190 Closed
SEIA
246
Signature Estate & Investment Advisors
California
– -$5.17M -236,851 Closed
SQA
247
Simon Quick Advisors
New Jersey
– -$3.99M -182,961 Closed
CS
248
Credit Suisse
Switzerland
– -$3.49M -160,000 Closed
GEM
249
Global Endowment Management
North Carolina
– -$2.63M -120,730 Closed
Baird Financial Group
250
Baird Financial Group
Wisconsin
– -$2.25M -103,375 Closed
8 9
10
11 12

AMJ Hedge Fund Activity: Q1 2020 in Review

240 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2020, worth a combined $763M — down 64% from $2.11B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of AMJ and 39 opened new positions — a net loss of 33 holders — while 104 trimmed existing stakes and 57 added.

The largest buyer was JP Morgan Chase, adding an estimated $283M. The largest seller was Parametric Portfolio Associates, cutting an estimated $32M.

  • 240 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2020, down from 278 in Q4 2019.
  • Funds reported $763M of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2020, down 64% quarter-over-quarter.
  • 39 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2020 and 72 closed out, a net change of -33 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2020 was JP Morgan Chase, an estimated $283M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2020 was Parametric Portfolio Associates, an estimated $32M sold.

Based on aggregated 13F filings for Q1 2020.