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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
RCYC
26
Richard C. Young & Co
Rhode Island
$2.37M -$2.21M -126,357 -32%
Fiera Capital (Canada)
27
Fiera Capital (Canada)
Quebec, Canada
$2.35M
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$2.25M +$282K +16,146 +7%
SIC
29
Salem Investment Counselors
North Carolina
$2.21M +$3.52M +201,435 +466%
ST
30
Sageworth Trust
Pennsylvania
$2.18M -$23.6M -1,349,486 -85%
IC
31
IEQ Capital
California
$2.13M +$1.75M +100,017 +74%
LNWWM
32
Laird Norton Wetherby Wealth Management
California
$2M +$17.2K +986 +0.4%
GA
33
Greytown Advisors
Florida
$1.96M -$386K -22,070 -9%
BIA
34
Barry Investment Advisors
Massachusetts
$1.91M -$124K -7,094 -3%
NB
35
Nicolet Bankshares
Wisconsin
$1.9M +$2.4M +137,209 +187%
KC
36
Kepos Capital
New York
$1.72M -$1.32M -75,383 -28%
HT
37
HAP Trading
New York
$1.68M +$2.75M +157,459 +544%
Wells Fargo
38
Wells Fargo
California
$1.67M -$961K -55,036 -23%
LSPW
39
Lake Street Private Wealth
Illinois
$1.58M +$1.21M +69,550 +66%
Jane Street
40
Jane Street
New York
$1.57M -$778K -44,517 -20%
MHI
41
Miller Howard Investments
New York
$1.45M -$7.38M -422,417 -73%
SCA
42
Salient Capital Advisors
Texas
$1.39M +$922K +52,794 +52%
RCAG
43
Rehmann Capital Advisory Group
Michigan
$1.36M +$2.62M +150,013 New
TI
44
Trexquant Investment
Connecticut
$1.29M +$2.5M +143,027 New
ACA
45
Atlas Capital Advisors
Wyoming
$1.29M +$1.42M +81,397 +132%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.27M -$12.6M -721,256 -84%
BCA
47
Biltmore Capital Advisors
New Jersey
$1.26M -$164K -9,364 -6%
Osaic Holdings
48
Osaic Holdings
Arizona
$1.17M +$2.26M +129,373 New
EGA
49
Eagle Global Advisors
Texas
$1.12M -$24.5M -1,399,950 -92%
NCM
50
Noesis Capital Mangement
Florida
$1.11M -$21.2K -1,215 -1%

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.