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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
LPL Financial
76
LPL Financial
California
$496K -$201K -11,526 -17%
GT
77
Glenmede Trust
Pennsylvania
$492K
UBS Group
78
UBS Group
Switzerland
$487K +$619K +35,464 +192%
RJA
79
Raymond James & Associates
Florida
$480K -$180K -10,302 -16%
CG
80
Caprock Group
Idaho
$473K +$915K +52,383 New
LIM
81
Leavell Investment Management
Alabama
$456K -$182K -10,432 -17%
Lido Advisors
82
Lido Advisors
California
$453K -$718K -41,096 -45%
Kayne Anderson Rudnick Investment Management
83
Kayne Anderson Rudnick Investment Management
California
$438K -$2.46M -140,704 -75%
SS
84
Sunbelt Securities
Texas
$433K +$3.46K +198 +0.4%
WPC
85
Waters Parkerson & Co
Louisiana
$422K +$98.8K +5,658 +14%
HW
86
Hancock Whitney
Mississippi
$422K +$308K +17,607 +60%
Ameriprise
87
Ameriprise
Minnesota
$416K -$12.1M -694,513 -94%
OPS
88
Orion Portfolio Solutions
Nebraska
$412K +$291K +16,656 +57%
SGCA
89
Steel Grove Capital Advisors
Tennessee
$402K -$839K -48,050 -52%
RPA
90
Rock Point Advisors
Vermont
$386K -$734K -42,005 -50%
TCA
91
Tortoise Capital Advisors
Kansas
$381K -$12.7M -724,246 -95%
PCM
92
Pointe Capital Management
Michigan
$371K +$6.53M +373,935 +1,025%
TI
93
Truepoint Inc
Ohio
$361K +$435K +24,880 +165%
PAG
94
Private Advisor Group
New Jersey
$360K -$39.9K -2,285 -5%
FTI
95
Fiduciary Trust International
Massachusetts
$355K -$7.86K -450 -1%
TCM
96
Tuttle Capital Management
Connecticut
$348K -$309K -17,675 -31%
KPCM
97
Kings Point Capital Management
New York
$348K -$45.6K -2,612 -6%
CPIG
98
Chicago Partners Investment Group
Illinois
$325K +$155K +8,900 +44%
CG
99
Colony Group
Massachusetts
$303K -$97.2K -5,566 -14%
CIA
100
Capital Investment Advisors
Georgia
$300K -$1.23M -70,425 -68%

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.