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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
PAG
76
Private Advisor Group
New Jersey
$367K -$60.8K -4,843 -12%
PCM
77
Pointe Capital Management
Michigan
$367K -$854 -68 -0.2%
William Blair & Company
78
William Blair & Company
Illinois
$360K -$110K -8,721 -21%
KFA
79
Kays Financial Advisory
Georgia
$356K -$34.4K -2,740 -8%
CIA
80
Capital Investment Advisors
Georgia
$350K -$10.2K -812 -2%
IFG
81
Investors Financial Group
Minnesota
$345K
RJA
82
Raymond James & Associates
Florida
$321K -$9.12K -726 -2%
ECG
83
Edge Capital Group
Georgia
$310K
SI
84
Stephens Inc
Arkansas
$299K +$5.45K +434 +2%
TP
85
Tranquility Partners
Tennessee
$298K
TC
86
TownSquare Capital
Utah
$286K +$52K +4,141 +19%
HWA
87
HCR Wealth Advisors
California
$266K -$191K -15,200 -38%
BAM
88
Belpointe Asset Management
Nevada
$259K +$302K +24,057 New
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$254K -$87.6K -6,973 -23%
BCI
90
Brinker Capital Investments
Pennsylvania
$250K +$291K +23,179 New
Ameriprise
91
Ameriprise
Minnesota
$243K -$175K -13,932 -38%
EGA
92
Eagle Global Advisors
Texas
$241K -$56.5K -4,500 -17%
WTC
93
WhitTier Trust Company
Nevada
$236K -$10.1K -800 -4%
HWM
94
Howard Wealth Management
Connecticut
$228K -$24.8K -1,975 -9%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$226K -$132K -10,537 -33%
FEG
96
Fund Evaluation Group
Ohio
$224K
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$214K -$17.5K -1,395 -7%
Jane Street
98
Jane Street
New York
$211K +$246K +19,587 New
KPCM
99
Kings Point Capital Management
New York
$207K -$25.7K -2,045 -10%
SGCA
100
Steel Grove Capital Advisors
Tennessee
$204K -$176K -14,036 -43%

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.