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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
IFG
101
Investors Financial Group
Minnesota
$289K -$2.97K -170 -0.5%
BAM
102
Blueshift Asset Management
New Jersey
$281K +$544K +31,114 New
ECG
103
Edge Capital Group
Georgia
$275K -$1.58M -90,327 -75%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$271K -$67.9K -3,885 -11%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$267K -$75.9K -4,344 -13%
ACM
106
AlphaStar Capital Management
North Carolina
$257K +$432K +24,709 New
BMA
107
Brooks Moore & Associates
Tennessee
$256K -$8.73K -500 -2%
CIAS
108
Capital Investment Advisory Services
North Carolina
$255K +$210K +12,011 +74%
WTC
109
WhitTier Trust Company
Nevada
$253K -$79.9K -4,575 -14%
TP
110
Tranquility Partners
Tennessee
$252K +$488K +27,909 New
PFO
111
Pathstone Family Office
New Jersey
$251K -$22.7M -1,297,930 -98%
SI
112
Stephens Inc
Arkansas
$245K +$6.29K +360 +1%
PCM
113
Parsons Capital Management
Rhode Island
$244K -$186K -10,655 -28%
TC
114
TownSquare Capital
Utah
$243K +$327K +18,694 New
BC
115
Brinker Capital
Pennsylvania
$219K -$2.37M -135,894 -85%
AC
116
Athanor Capital
New York
$217K +$419K +24,000 New
CI
117
CAZ Investments
Texas
$217K +$421K +24,079 New
HWM
118
Howard Wealth Management
Connecticut
$211K -$203K -11,593 -33%
ACM
119
Advisors Capital Management
New Jersey
$195K -$2.41M -138,091 -86%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$195K -$4.68K -268 -1%
KMWM
121
Keudell/Morrison Wealth Management
Oregon
$192K +$372K +21,305 New
PMFA
122
Plante Moran Financial Advisors
Michigan
$189K -$625K -35,777 -63%
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$189K -$203K -11,623 -36%
FEG
124
Fund Evaluation Group
Ohio
$188K
NCM
125
Novare Capital Management
North Carolina
$185K -$455K -26,025 -56%

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.