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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

193 hedge funds and large institutions have $938M invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 79 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $2.67M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% less funds holding

Funds holding: 210193 (-17)

15% less capital invested

Capital invested by funds: $1.1B → $938M (-$161M)

37% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 79

42% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 36

Holders
193
Holders Change
-17
Holders Change %
-8.1%
% of All Funds
3.89%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
21
Increased
50
Reduced
79
Closed
36
Calls
$11.5M
Puts
$2.67M
Net Calls
+$8.86M
Net Calls Change
+$8.76M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
26
Greytown Advisors
Florida
$2.26M
BIA
27
Barry Investment Advisors
Massachusetts
$2.02M -$145K -11,576 -6%
IC
28
IEQ Capital
California
$1.96M -$383K -30,501 -14%
SIC
29
Salem Investment Counselors
North Carolina
$1.93M -$587K -46,740 -21%
PFBT
30
Parkside Financial Bank & Trust
Missouri
$1.8M +$803K +63,933 +62%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.72M +$389K +30,985 +24%
CB
32
Commerce Bank
Missouri
$1.7M +$157K +12,497 +9%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.69M -$2.05M -163,148 -51%
KC
34
Kepos Capital
New York
$1.62M +$1.1M +87,540 +139%
Wells Fargo
35
Wells Fargo
California
$1.53M -$210K -16,740 -11%
CRWM
36
Castle Rock Wealth Management
California
$1.41M +$342K +27,259 +29%
Fiera Capital (Canada)
37
Fiera Capital (Canada)
Quebec, Canada
$1.4M
TCM
38
Twin Capital Management
Pennsylvania
$1.37M -$796K -63,373 -33%
WA
39
Wilshire Advisors
California
$1.37M -$796K -63,373 -33%
LSPW
40
Lake Street Private Wealth
Illinois
$1.27M +$234K +18,625 +19%
TIA
41
Traphagen Investment Advisors
New Jersey
$1.22M +$103K +8,220 New
ACA
42
Atlas Capital Advisors
Wyoming
$1.21M +$333K +26,489 +31%
KP
43
Keel Point
Alabama
$1.1M +$1.28M +101,766 New
UCFA
44
United Capital Financial Advisors
Texas
$1.04M +$16.1K +1,285 +1%
NEAM
45
New England Asset Management
Connecticut
$1M
BAM
46
Blueshift Asset Management
New Jersey
$961K +$1.12M +89,132 New
KAS
47
Kestra Advisory Services
Texas
$928K +$1.08M +86,096 New
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$760K +$793K +63,090 +839%
FFA
49
First Foundation Advisors
California
$754K -$236K -18,768 -21%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$741K -$87.7K -6,982 -9%

AMJ Hedge Fund Activity: Q3 2020 in Review

193 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2020, worth a combined $938M — down 15% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of AMJ and 21 opened new positions — a net loss of 15 holders — while 79 trimmed existing stakes and 50 added.

The largest buyer was Sageworth Trust, adding an estimated $18.7M. The largest seller was Wolverine Trading, cutting an estimated $7.27M.

  • 193 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2020, down from 210 in Q2 2020.
  • Funds reported $938M of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2020, down 15% quarter-over-quarter.
  • 21 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2020 and 36 closed out, a net change of -15 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2020 was Sageworth Trust, an estimated $18.7M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2020 was Wolverine Trading, an estimated $7.27M sold.

Based on aggregated 13F filings for Q3 2020.