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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

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: 278240 (-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: 113 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BP
251
Ballentine Partners
Massachusetts
-$2.11M -96,942 Closed
AIM
252
AMI Investment Management
Indiana
-$1.99M -91,390 Closed
STA
253
Summit Trail Advisors
New York
-$1.71M -78,196 Closed
VAS
254
Vestmark Advisory Solutions
Massachusetts
-$9.85M -70,666 Closed
RIA
255
Regal Investment Advisors
Michigan
-$1.49M -68,091 Closed
DCM
256
Dimension Capital Management
Florida
-$1.42M -65,095 Closed
PSP
257
Principal Street Partners
Tennessee
-$1.3M -59,770 Closed
Neuberger Berman Group
258
Neuberger Berman Group
New York
-$1.12M -51,206 Closed
ZIM
259
Zacks Investment Management
Illinois
-$981K -44,983 Closed
WCM
260
Windham Capital Management
Massachusetts
-$935K -42,859 Closed
PCA
261
Providence Capital Advisors
North Carolina
-$930K -42,623 Closed
Bank of New York Mellon
262
Bank of New York Mellon
New York
-$894K -41,013 Closed
DAS
263
Dynamic Advisor Solutions
Arizona
-$811K -37,194 Closed
SWP
264
Stratos Wealth Partners
Ohio
-$752K -34,478 Closed
JF
265
JSF Financial
California
-$744K -34,100 Closed
RFO
266
RiverGlades Family Offices
Florida
-$718K -32,937 Closed
GBBWRPM
267
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$655K -30,050 Closed
TSS
268
Two Sigma Securities
New York
-$510K -23,392 Closed
RJFSA
269
Raymond James Financial Services Advisors
Florida
-$504K -23,094 Closed
TPA
270
Trivium Point Advisory
Connecticut
-$486K -22,290 Closed
AAM
271
Ameraudi Asset Management
New York
-$458K -20,972 Closed
ABC
272
Associated Banc-Corp
Wisconsin
-$454K -20,813 Closed
JFG
273
JMG Financial Group
Illinois
-$427K -19,596 Closed
AAS
274
Avantax Advisory Services
Texas
-$373K -17,171 Closed
NL
275
NEPC LLC
Massachusetts
-$370K -16,976 Closed

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.