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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

210 hedge funds and large institutions have $1.1B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 97 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more capital invested

Capital invested by funds: $763M → $1.1B (+$336M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more call options, than puts

Call options by funds: $2.85M | Put options by funds: $2.75M

13% less funds holding

Funds holding: 240210 (-30)

56% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 97

58% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 50

Holders
210
Holders Change
-30
Holders Change %
-12.5%
% of All Funds
4.31%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
21
Increased
43
Reduced
97
Closed
50
Calls
$2.85M
Puts
$2.75M
Net Calls
+$95K
Net Calls Change
-$5.32M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
226
CAZ Investments
Texas
-$217K -24,079 Closed
AC
227
Athanor Capital
New York
-$217K -24,000 Closed
GT
228
Glenmede Trust
Pennsylvania
-$492K -22,580 Closed
NCM
229
Novare Capital Management
North Carolina
-$185K -20,460 Closed
ZIC
230
ZWJ Investment Counsel
Georgia
-$165K -18,232 Closed
WIC
231
Woodmont Investment Counsel
Tennessee
-$164K -18,215 Closed
SHWM
232
Smith & Howard Wealth Management
Georgia
-$155K -17,148 Closed
MWM
233
Mission Wealth Management
California
-$151K -16,740 Closed
CM
234
Caption Management
Oklahoma
-$146K -16,100 Closed
AI
235
Atria Investments
North Carolina
-$133K -14,746 Closed
EWA
236
EP Wealth Advisors
California
-$113K -12,468 Closed
AWA
237
Arete Wealth Advisors
Illinois
-$105K -11,630 Closed
CG
238
Cutler Group
California
-$150K -11,418 Closed
TC
239
Telemus Capital
Michigan
-$159K -11,046 Closed
NC
240
NBW Capital
Massachusetts
-$95K -10,565 Closed
CBT
241
Capital Bank & Trust
California
-$65K -7,200 Closed
CFG
242
Citizens Financial Group
Rhode Island
-$53K -5,884 Closed
NFG
243
Next Financial Group
Texas
-$31K -3,462 Closed
WCM
244
Wealthcare Capital Management
Virginia
-$22K -2,415 Closed
EWM
245
EPG Wealth Management
Georgia
-$19K -2,100 Closed
CA
246
Clearstead Advisors
Ohio
-$18K -2,000 Closed
CFO
247
CVA Family Office
Colorado
-$15K -1,617 Closed
AssetMark Inc
248
AssetMark Inc
California
-$10K -1,081 Closed
AT
249
Arden Trust
Delaware
-$9K -992 Closed
CAAS
250
Capital Asset Advisory Services
Michigan
-$11K -860 Closed

AMJ Hedge Fund Activity: Q2 2020 in Review

210 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2020, worth a combined $1.1B — up 44% from $763M a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of AMJ and 21 opened new positions — a net loss of 29 holders — while 97 trimmed existing stakes and 43 added.

The largest buyer was JP Morgan Chase, adding an estimated $93.4M. The largest seller was CIBC Private Wealth Group, cutting an estimated $16M.

  • 210 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2020, down from 240 in Q1 2020.
  • Funds reported $1.1B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2020, up 44% quarter-over-quarter.
  • 21 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2020 and 50 closed out, a net change of -29 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2020 was JP Morgan Chase, an estimated $93.4M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2020 was CIBC Private Wealth Group, an estimated $16M sold.

Based on aggregated 13F filings for Q2 2020.