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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

AMJ was delisted on the 21st of May, 2024.

185 hedge funds and large institutions have $1.16B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 84 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $6.76M | Put options by funds: $2.64M

23% more capital invested

Capital invested by funds: $938M → $1.16B (+$218M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less funds holding

Funds holding: 193185 (-8)

19% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 31

52% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 84

Holders
185
Holders Change
-8
Holders Change %
-4.15%
% of All Funds
3.27%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
25
Increased
40
Reduced
84
Closed
31
Calls
$6.76M
Puts
$2.64M
Net Calls
+$4.12M
Net Calls Change
-$4.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
101
Neuberger Berman Group
New York
$193K +$181K +13,906 New
QAM
102
QCI Asset Management
New York
$192K
FG
103
Fiduciary Group
Georgia
$190K +$160K +12,300 New
DT
104
Diversified Trust
Tennessee
$184K
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$180K -$6.89K -530 -4%
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$178K -$33.8K -2,597 -17%
CAM
107
Covenant Asset Management
New Jersey
$177K -$13.3K -1,025 -7%
PMFA
108
Plante Moran Financial Advisors
Michigan
$169K
TWM
109
Tolleson Wealth Management
Texas
$168K
KPCM
110
Kings Point Capital Management
New York
$164K -$96.6K -7,428 -39%
SWP
111
Strategic Wealth Partners
Ohio
$161K -$13.3K -1,024 -8%
WDL
112
Well Done LLC
Michigan
$158K -$3.23K -248 -2%
TSS
113
Two Sigma Securities
New York
$157K +$147K +11,313 New
PFO
114
Pathstone Family Office
New Jersey
$156K +$351 +27 +0.2%
Bank of America
115
Bank of America
North Carolina
$155K
CRC
116
Curi RMB Capital
Illinois
$155K
AAS
117
Avantax Advisory Services
Texas
$149K -$48.4K -3,722 -26%
OIA
118
OneDigital Investment Advisors
Kansas
$144K -$622K -47,798 -82%
WSFS
119
Wilmington Savings Fund Society
Delaware
$144K -$42.6K -3,275 -24%
QC
120
QCM Cayman
Texas
$144K +$1.15K +88 +0.9%
Northern Trust
121
Northern Trust
Illinois
$143K +$134K +10,299 New
PCM
122
Pointe Capital Management
Michigan
$142K -$310K -23,855 -70%
ACM
123
Ategra Capital Management
Virginia
$142K -$1.22K -94 -0.9%
Barclays
124
Barclays
United Kingdom
$140K
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$128K -$11.4K -876 -9%

AMJ Hedge Fund Activity: Q4 2020 in Review

185 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2020, worth a combined $1.16B — up 23% from $938M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of AMJ and 25 opened new positions — a net loss of 6 holders — while 84 trimmed existing stakes and 40 added.

The largest buyer was Tortoise Capital Advisors, opening a new position worth an estimated $20.3M. The largest seller was JP Morgan Chase, cutting an estimated $69.8M.

  • 185 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2020, down from 193 in Q3 2020.
  • Funds reported $1.16B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2020, up 23% quarter-over-quarter.
  • 25 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2020 and 31 closed out, a net change of -6 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2020 was Tortoise Capital Advisors, an estimated $20.3M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2020 was JP Morgan Chase, an estimated $69.8M sold.

Based on aggregated 13F filings for Q4 2020.