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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
HWA
51
HCR Wealth Advisors
California
$1M -$390K -22,348 -17%
IWA
52
IBEX Wealth Advisors
New Jersey
$1M -$76K -4,352 -4%
PM
53
Precept Management
Texas
$993K +$1.92M +110,000 New
William Blair & Company
54
William Blair & Company
Illinois
$967K -$533K -30,540 -22%
CCG
55
Chatham Capital Group
Georgia
$917K -$1.4M -80,069 -44%
FFA
56
First Foundation Advisors
California
$895K -$7.33M -419,678 -81%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$879K -$21.7M -1,242,279 -93%
UCFA
58
United Capital Financial Advisors
Texas
$856K -$165K -9,465 -9%
PFBT
59
Parkside Financial Bank & Trust
Missouri
$856K +$1.02M +58,566 +162%
NEAM
60
New England Asset Management
Connecticut
$838K
MCM
61
MAI Capital Management
Ohio
$816K +$131K +7,516 +9%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$808K +$166K +9,523 +12%
WAM
63
Wakefield Asset Management
Colorado
$805K +$1.56M +89,200 New
OIA
64
OneDigital Investment Advisors
Kansas
$732K +$615K +35,220 +126%
EVM
65
Eaton Vance Management
Massachusetts
$679K +$168K +9,618 +15%
Barclays
66
Barclays
United Kingdom
$601K -$6.34M -363,175 -85%
HIM
67
Hanlon Investment Management
New Jersey
$593K +$283K +16,191 +33%
KFA
68
Kays Financial Advisory
Georgia
$582K +$466K +26,704 +71%
WI
69
Wintrust Investments
Illinois
$562K +$238K +13,650 +28%
RFWA
70
RPg Family Wealth Advisory
Massachusetts
$550K +$504K +28,856 +90%
Renaissance Technologies
71
Renaissance Technologies
New York
$545K +$1.05M +60,300 New
Northern Trust
72
Northern Trust
Illinois
$541K +$741K +42,429 +243%
FFG
73
Fortem Financial Group
California
$534K +$1.03M +59,156 New
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$532K -$45.1K -2,584 -4%
PP
75
PagnatoKarp Partners
Virginia
$499K +$965K +55,270 New

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.