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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
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$1M -$284K -21,547 -22%
CAN
52
Claraphi Advisory Network
United States
$955K +$951K +72,195 +43,491%
RFWA
53
RPg Family Wealth Advisory
Massachusetts
$900K +$95.5K +7,248 +12%
KC
54
Kepos Capital
New York
$833K -$1.67M -126,938 -67%
OIA
55
OneDigital Investment Advisors
Kansas
$812K -$16.4K -1,245 -2%
RCAG
56
Rehmann Capital Advisory Group
Michigan
$807K -$1.17M -89,150 -59%
LPL Financial
57
LPL Financial
California
$766K +$41.2K +3,125 +6%
EVM
58
Eaton Vance Management
Massachusetts
$756K -$236K -17,916 -24%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$756K +$360K +27,316 +91%
Citadel Advisors
60
Citadel Advisors
Florida
$745K -$8.89M -675,100 -92%
UBS Group
61
UBS Group
Switzerland
$710K -$1.41K -107 -0.2%
LIM
62
Leavell Investment Management
Alabama
$654K -$13.1K -992 -2%
SS
63
Sunbelt Securities
Texas
$634K
WAM
64
Wolverine Asset Management
Illinois
$633K +$632K +48,016 New
HW
65
Hancock Whitney
Mississippi
$623K +$5.87K +446 +1%
WPC
66
Waters Parkerson & Co
Louisiana
$617K
OPS
67
Orion Portfolio Solutions
Nebraska
$588K -$14.2K -1,075 -2%
SWP
68
Strategic Wealth Partners
Ohio
$573K -$998K -75,814 -64%
Lido Advisors
69
Lido Advisors
California
$573K -$88.9K -6,749 -13%
Kayne Anderson Rudnick Investment Management
70
Kayne Anderson Rudnick Investment Management
California
$572K -$65.9K -5,006 -10%
William Blair & Company
71
William Blair & Company
Illinois
$556K -$856K -64,983 -61%
TI
72
Truepoint Inc
Ohio
$539K +$11.6K +879 +2%
WI
73
Wintrust Investments
Illinois
$535K -$286K -21,750 -35%
HWA
74
HCR Wealth Advisors
California
$527K -$941K -71,423 -64%
FPS
75
Fieldpoint Private Securities
Connecticut
$514K +$513K +38,953 New

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.