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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
RJFSA
101
Raymond James Financial Services Advisors
Florida
$203K +$3.54K +282 +2%
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$166K -$18.3K -1,460 -9%
AAS
103
Avantax Advisory Services
Texas
$157K +$21.1K +1,680 +13%
QAM
104
QCI Asset Management
New York
$149K +$37.5K +2,985 +27%
WSFS
105
Wilmington Savings Fund Society
Delaware
$148K -$40.4K -3,219 -19%
CAM
106
Covenant Asset Management
New Jersey
$148K
CAN
107
Claraphi Advisory Network
United States
$146K -$738K -58,776 -81%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$146K -$49.2K -3,920 -23%
ACM
109
Advisors Capital Management
New Jersey
$144K -$105K -8,362 -39%
DT
110
Diversified Trust
Tennessee
$143K
BCM
111
Brookstone Capital Management
Illinois
$140K -$27.4K -2,184 -14%
FPS
112
Fieldpoint Private Securities
Connecticut
$138K -$329K -26,162 -67%
SWP
113
Strategic Wealth Partners
Ohio
$136K -$388K -30,861 -71%
PA
114
Procyon Advisors
Connecticut
$134K +$465 +37 +0.3%
PMFA
115
Plante Moran Financial Advisors
Michigan
$131K -$194K -15,432 -56%
TWM
116
Tolleson Wealth Management
Texas
$131K
GWM
117
Graybill Wealth Management
Illinois
$129K +$8.67K +690 +6%
WDL
118
Well Done LLC
Michigan
$125K -$21.2K -1,686 -13%
BCP
119
Berkeley Capital Partners
Georgia
$125K -$17.8K -1,416 -11%
CAI
120
Capital Advisors Inc
Oklahoma
$123K
CRC
121
Curi RMB Capital
Illinois
$120K
PFO
122
Pathstone Family Office
New Jersey
$119K -$3.84K -306 -3%
ACM
123
Ategra Capital Management
Virginia
$111K +$50 +4 +0%
SSG
124
Summit Securities Group
New York
$111K
QC
125
QCM Cayman
Texas
$111K +$129K +10,272 New

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.