We are live on ! Find out more
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
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$662K +$51.4K +4,089 +7%
OIA
52
OneDigital Investment Advisors
Kansas
$630K -$48.4K -3,853 -6%
Wolverine Trading
53
Wolverine Trading
Illinois
$621K -$7.27M -578,578 -91%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$607K -$1.61M -127,987 -69%
CAM
55
Cresset Asset Management
Illinois
$603K -$363K -28,915 -34%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$597K -$2.18M -173,561 -76%
RCAG
57
Rehmann Capital Advisory Group
Michigan
$591K -$75.3K -5,994 -10%
EVM
58
Eaton Vance Management
Massachusetts
$584K -$38.4K -3,054 -5%
UBS Group
59
UBS Group
Switzerland
$532K -$55.6K -4,424 -8%
LPL Financial
60
LPL Financial
California
$520K -$123K -9,805 -17%
MHI
61
Miller Howard Investments
New York
$515K +$333K +26,477 +124%
WPC
62
Waters Parkerson & Co
Louisiana
$504K
CIAS
63
Capital Investment Advisory Services
North Carolina
$502K +$222K +17,660 +61%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$490K -$396K -31,518 -41%
HighTower Advisors
65
HighTower Advisors
Illinois
$469K +$81.4K +6,481 +18%
Lido Advisors
66
Lido Advisors
California
$468K +$101 +8 +0%
Citigroup
67
Citigroup
New York
$462K +$279K +22,244 +108%
TI
68
Truepoint Inc
Ohio
$454K +$16.2K +1,290 +3%
HW
69
Hancock Whitney
Mississippi
$452K -$66.2K -5,267 -11%
WI
70
Wintrust Investments
Illinois
$437K
KMWM
71
Keudell/Morrison Wealth Management
Oregon
$424K +$113K +8,990 +30%
OPS
72
Orion Portfolio Solutions
Nebraska
$414K -$77.4K -6,158 -14%
LIM
73
Leavell Investment Management
Alabama
$392K -$165K -13,147 -27%
Kayne Anderson Rudnick Investment Management
74
Kayne Anderson Rudnick Investment Management
California
$384K -$93K -7,399 -17%
RPA
75
Rock Point Advisors
Vermont
$377K -$22K -1,750 -5%

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.