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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
PAG
76
Private Advisor Group
New Jersey
$513K -$13.5K -1,027 -3%
RPA
77
Rock Point Advisors
Vermont
$484K -$80.3K -6,100 -14%
HighTower Advisors
78
HighTower Advisors
Illinois
$483K -$1.37M -103,989 -74%
Ameriprise
79
Ameriprise
Minnesota
$482K -$125K -9,465 -21%
KFA
80
Kays Financial Advisory
Georgia
$472K -$377K -28,615 -44%
PCM
81
Pointe Capital Management
Michigan
$450K -$4.96M -376,290 -92%
NR
82
Newfound Research
Massachusetts
$448K +$447K +33,934 New
CIA
83
Capital Investment Advisors
Georgia
$439K +$342 +26 +0.1%
SGCA
84
Steel Grove Capital Advisors
Tennessee
$434K -$153K -11,621 -26%
IFG
85
Investors Financial Group
Minnesota
$422K
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$416K +$26K +1,973 +7%
CG
87
Caprock Group
Idaho
$415K -$276K -20,951 -40%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$403K -$374K -28,376 -48%
RJA
89
Raymond James & Associates
Florida
$403K -$299K -22,680 -43%
KMWM
90
Keudell/Morrison Wealth Management
Oregon
$401K +$119K +9,045 +42%
CIAS
91
Capital Investment Advisory Services
North Carolina
$381K +$8.42K +639 +2%
ECG
92
Edge Capital Group
Georgia
$379K -$22.2K -1,685 -6%
TP
93
Tranquility Partners
Tennessee
$365K -$3.16K -240 -0.9%
PMFA
94
Plante Moran Financial Advisors
Michigan
$365K +$87.7K +6,659 +32%
SI
95
Stephens Inc
Arkansas
$360K +$1.38K +105 +0.4%
EGA
96
Eagle Global Advisors
Texas
$355K -$1.28M -97,400 -78%
HWM
97
Howard Wealth Management
Connecticut
$306K -$3.46K -263 -1%
FTI
98
Fiduciary Trust International
Massachusetts
$305K -$214K -16,211 -41%
BMA
99
Brooks Moore & Associates
Tennessee
$301K -$72.5K -5,502 -19%
WTC
100
WhitTier Trust Company
Nevada
$300K -$70.6K -5,360 -19%

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.