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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
BC
101
Brinker Capital
Pennsylvania
$298K -$23.1K -1,753 -7%
ACM
102
Advisors Capital Management
New Jersey
$286K
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$283K -$9.24K -702 -3%
MHI
104
Miller Howard Investments
New York
$281K -$1.83M -138,693 -87%
KPCM
105
Kings Point Capital Management
New York
$281K -$227K -17,216 -45%
CCG
106
Chatham Capital Group
Georgia
$279K -$1.06M -80,440 -79%
FEG
107
Fund Evaluation Group
Ohio
$274K
Citigroup
108
Citigroup
New York
$272K +$38.1K +2,890 +16%
TC
109
TownSquare Capital
Utah
$267K +$41.9K +3,184 +17%
RJFSA
110
Raymond James Financial Services Advisors
Florida
$245K +$244K +18,542 New
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$231K -$46.1K -3,500 -17%
Millennium Management
112
Millennium Management
New York
$230K +$229K +17,404 New
WAP
113
Wealthcare Advisory Partners
Pennsylvania
$223K -$29.9K -2,268 -12%
WSFS
114
Wilmington Savings Fund Society
Delaware
$223K
FHA
115
First Horizon Advisors
Tennessee
$214K
BC
116
Bartlett & Co
Ohio
$202K +$84.8K +6,435 +73%
BCWM
117
Bartlett & Co Wealth Management
Ohio
$202K +$84.8K +6,435 +73%
AA
118
Advisory Alpha
Michigan
$201K +$86.8K +6,591 +76%
BCM
119
Brookstone Capital Management
Illinois
$200K +$199K +15,145 New
AWCI
120
Alpine Woods Capital Investors
New York
$198K
ACM
121
AlphaStar Capital Management
North Carolina
$193K -$127K -9,622 -39%
CAM
122
Covenant Asset Management
New Jersey
$182K -$29.7K -2,256 -14%
WDL
123
Well Done LLC
Michigan
$176K +$19.6K +1,486 +13%
DT
124
Diversified Trust
Tennessee
$175K
BCP
125
Berkeley Capital Partners
Georgia
$172K -$171 -13 -0.1%

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.