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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
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$977K -$2.28K -175 -0.2%
KP
52
Keel Point
Alabama
$947K -$437K -33,616 -33%
Citigroup
53
Citigroup
New York
$841K +$230K +17,698 +41%
Jane Street
54
Jane Street
New York
$826K +$518K +39,838 +203%
HighTower Advisors
55
HighTower Advisors
Illinois
$787K +$174K +13,410 +31%
RCAG
56
Rehmann Capital Advisory Group
Michigan
$766K +$3.47K +267 +0.5%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$726K -$119K -9,123 -15%
UBS Group
58
UBS Group
Switzerland
$701K +$14.5K +1,114 +2%
CIAS
59
Capital Investment Advisory Services
North Carolina
$650K +$2.94K +226 +0.5%
WPC
60
Waters Parkerson & Co
Louisiana
$635K -$13K -1,000 -2%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$621K -$170K -13,082 -24%
Lido Advisors
62
Lido Advisors
California
$603K +$78 +6 +0%
TI
63
Truepoint Inc
Ohio
$598K +$12K +922 +2%
EVM
64
Eaton Vance Management
Massachusetts
$590K -$152K -11,716 -22%
WI
65
Wintrust Investments
Illinois
$588K +$24.1K +1,850 +5%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$581K -$46.4K -3,566 -8%
LPL Financial
67
LPL Financial
California
$571K -$92.9K -7,140 -15%
William Blair & Company
68
William Blair & Company
Illinois
$562K +$92.6K +7,120 +21%
AC
69
Annandale Capital
Texas
$493K +$462K +35,500 New
KC
70
Kepos Capital
New York
$467K -$1.52M -116,976 -78%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$460K
IFG
72
Investors Financial Group
Minnesota
$444K
CIA
73
Capital Investment Advisors
Georgia
$440K -$10.3K -789 -2%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$407K -$352K -27,022 -48%
KMWM
75
Keudell/Morrison Wealth Management
Oregon
$390K -$146K -11,260 -29%

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.