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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
GA
26
Greytown Advisors
Florida
$2.77M -$97.2K -7,378 -3%
BIA
27
Barry Investment Advisors
Massachusetts
$2.63M -$162K -12,311 -6%
PPA
28
Parametric Portfolio Associates
Washington
$2.6M -$2.73M -207,306 -51%
TCM
29
Twin Capital Management
Pennsylvania
$2.51M -$1.17M -89,050 -32%
WA
30
Wilshire Advisors
California
$2.51M -$1.17M -89,050 -32%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$2.43M -$6.26M -475,157 -72%
Wells Fargo
32
Wells Fargo
California
$2.09M -$348K -26,439 -14%
CB
33
Commerce Bank
Missouri
$1.92M -$1.81M -137,201 -49%
Fiera Capital (Canada)
34
Fiera Capital (Canada)
Quebec, Canada
$1.72M -$1.71M -130,000 -50%
Osaic Holdings
35
Osaic Holdings
Arizona
$1.69M -$18.4K -1,397 -1%
HIM
36
Hanlon Investment Management
New Jersey
$1.51M +$648K +49,169 +75%
NCM
37
Noesis Capital Mangement
Florida
$1.47M -$147K -11,150 -9%
VF
38
Virtu Financial
New York
$1.43M +$1.42M +108,016 New
IWA
39
IBEX Wealth Advisors
New Jersey
$1.36M -$98K -7,439 -7%
PFBT
40
Parkside Financial Bank & Trust
Missouri
$1.36M +$114K +8,633 +9%
RIA
41
Regal Investment Advisors
Michigan
$1.33M +$1.33M +100,782 New
LSPW
42
Lake Street Private Wealth
Illinois
$1.31M -$993K -75,375 -43%
UCFA
43
United Capital Financial Advisors
Texas
$1.25M +$1.23K +93 +0.1%
CRWM
44
Castle Rock Wealth Management
California
$1.24M +$1.24M +94,232 New
FFG
45
Fortem Financial Group
California
$1.23M +$450K +34,195 +58%
NEAM
46
New England Asset Management
Connecticut
$1.22M
FFA
47
First Foundation Advisors
California
$1.17M -$137K -10,399 -10%
ACA
48
Atlas Capital Advisors
Wyoming
$1.13M -$754K -57,271 -40%
CAM
49
Cresset Asset Management
Illinois
$1.12M +$1.12M +84,861 New
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$1.02M -$166K -12,598 -14%

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.