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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
MPM
276
Meritage Portfolio Management
Kansas
-$327K -14,990 Closed
JA
277
JOYN Advisors
Georgia
-$322K -14,761 Closed
MML Investors Services
278
MML Investors Services
Massachusetts
-$302K -13,843 Closed
MGIA
279
Moneta Group Investment Advisors
Missouri
-$294K -13,480 Closed
SPC
280
Sigma Planning Corp
Michigan
-$288K -13,213 Closed
LPIC
281
LeJeune Puetz Investment Counsel
Michigan
-$284K -13,030 Closed
PWW
282
Pettyjohn Wood & White
Virginia
-$267K -12,225 Closed
MCM
283
Murphy Capital Management
New Jersey
-$251K -11,550 Closed
CCP
284
Clough Capital Partners
Massachusetts
-$249K -11,400 Closed
RC
285
RegentAtlantic Capital
New Jersey
-$248K -11,382 Closed
PA
286
Parallel Advisors
California
-$246K -11,289 Closed
BAM
287
Belpointe Asset Management
Nevada
-$244K -11,213 Closed
BCM
288
Blume Capital Management
California
-$231K -10,600 Closed
TA
289
TCG Advisors
Texas
-$228K -10,467 Closed
LCM
290
Leisure Capital Management
California
-$227K -10,411 Closed
MBT
291
Montecito Bank & Trust
California
-$220K -10,100 Closed
FMW
292
Farr Miller & Washington
District of Columbia
-$218K -10,000 Closed
PAS
293
Park Avenue Securities
New York
-$214K -9,818 Closed
HTC
294
Haverford Trust Company
Pennsylvania
-$209K -9,600 Closed
EFS
295
Essex Financial Services
Connecticut
-$209K -9,560 Closed
AGA
296
Arkos Global Advisors
Texas
-$205K -9,397 Closed
SFS
297
Sowell Financial Services
Arkansas
-$77K -3,519 Closed
IFWM
298
Institute for Wealth Management
Colorado
-$74K -3,412 Closed
MWP
299
MYCIO Wealth Partners
Pennsylvania
-$39K -1,768 Closed
Chevy Chase Trust
300
Chevy Chase Trust
Maryland
-$38K -1,740 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.