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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

185 hedge funds and large institutions have $1.16B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 84 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $6.76M | Put options by funds: $2.64M

23% more capital invested

Capital invested by funds: $938M → $1.16B (+$218M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less funds holding

Funds holding: 193185 (-8)

19% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 31

52% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 84

Holders
185
Holders Change
-8
Holders Change %
-4.15%
% of All Funds
3.27%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
25
Increased
40
Reduced
84
Closed
31
Calls
$6.76M
Puts
$2.64M
Net Calls
+$4.12M
Net Calls Change
-$4.73M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
26
Greytown Advisors
Florida
$2.8M -$104K -8,000 -4%
RBC
27
Rye Brook Capital
Connecticut
$2.66M +$2.49M +191,300 New
BIA
28
Barry Investment Advisors
Massachusetts
$2.46M -$130K -10,031 -5%
Osaic Holdings
29
Osaic Holdings
Arizona
$2.45M +$231K +17,723 +11%
SAS
30
Stelac Advisory Services
New York
$2.41M -$876K -67,355 -28%
Citadel Advisors
31
Citadel Advisors
Florida
$2.35M -$2.88M -221,286 -57%
CRWM
32
Castle Rock Wealth Management
California
$2.25M +$354K +27,204 +22%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$2.2M +$25.1K +1,927 +1%
CB
34
Commerce Bank
Missouri
$2.18M -$14.9K -1,147 -0.7%
TIA
35
Traphagen Investment Advisors
New Jersey
$2.15M +$1.9M +146,434 +1,781%
PPA
36
Parametric Portfolio Associates
Washington
$2.15M -$995K -76,463 -33%
IC
37
IEQ Capital
California
$2.04M -$453K -34,840 -19%
ECM
38
ExodusPoint Capital Management
New York
$1.99M +$1.86M +143,000 New
Fiera Capital (Canada)
39
Fiera Capital (Canada)
Quebec, Canada
$1.81M
LSPW
40
Lake Street Private Wealth
Illinois
$1.79M +$139K +10,700 +9%
RFWA
41
RPg Family Wealth Advisory
Massachusetts
$1.69M +$1.59M +121,879 New
KAS
42
Kestra Advisory Services
Texas
$1.64M +$428K +32,869 +38%
Wells Fargo
43
Wells Fargo
California
$1.6M -$350K -26,903 -19%
ACA
44
Atlas Capital Advisors
Wyoming
$1.59M +$27.2K +2,093 +2%
SIC
45
Salem Investment Counselors
North Carolina
$1.56M -$863K -66,360 -37%
CWM
46
Curi Wealth Management
North Carolina
$1.33M +$1.25M +96,088 New
UCFA
47
United Capital Financial Advisors
Texas
$1.33M -$2.52K -194 -0.2%
NEAM
48
New England Asset Management
Connecticut
$1.29M
HW
49
Hancock Whitney
Mississippi
$1.26M +$637K +48,954 +117%
RIA
50
Regal Investment Advisors
Michigan
$1.13M +$1.06M +81,121 New

AMJ Hedge Fund Activity: Q4 2020 in Review

185 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2020, worth a combined $1.16B — up 23% from $938M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of AMJ and 25 opened new positions — a net loss of 6 holders — while 84 trimmed existing stakes and 40 added.

The largest buyer was Tortoise Capital Advisors, opening a new position worth an estimated $20.3M. The largest seller was JP Morgan Chase, cutting an estimated $69.8M.

  • 185 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2020, down from 193 in Q3 2020.
  • Funds reported $1.16B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2020, up 23% quarter-over-quarter.
  • 25 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2020 and 31 closed out, a net change of -6 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2020 was Tortoise Capital Advisors, an estimated $20.3M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2020 was JP Morgan Chase, an estimated $69.8M sold.

Based on aggregated 13F filings for Q4 2020.