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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
BO
126
BRR OpCo
Ohio
$170K -$14.4M -1,096,507 -99%
AAS
127
Avantax Advisory Services
Texas
$170K +$170K +12,890 New
PFS
128
Prospera Financial Services
Texas
$168K -$18.7K -1,423 -10%
Simplex Trading
129
Simplex Trading
Illinois
$166K -$28.9K -2,195 -15%
PA
130
Procyon Advisors
Connecticut
$164K -$2.29K -174 -1%
TWM
131
Tolleson Wealth Management
Texas
$160K
CAI
132
Capital Advisors Inc
Oklahoma
$155K
PFO
133
Pathstone Family Office
New Jersey
$152K -$215K -16,307 -59%
GWM
134
Graybill Wealth Management
Illinois
$149K
CRC
135
Curi RMB Capital
Illinois
$147K
QAM
136
QCI Asset Management
New York
$143K +$27.9K +2,115 +24%
SPC
137
Sigma Planning Corp
Michigan
$141K +$141K +10,687 New
CCB
138
Cutter & Co Brokerage
Missouri
$139K -$3.95K -300 -3%
SSG
139
Summit Securities Group
New York
$136K -$132K -10,000 -49%
ACM
140
Ategra Capital Management
Virginia
$136K +$26 +2 +0%
BCA
141
Biltmore Capital Advisors
New Jersey
$134K -$1.71M -129,546 -93%
Barclays
142
Barclays
United Kingdom
$133K -$744K -56,500 -85%
WA
143
Wealth Alliance
New York
$133K -$97.9K -7,436 -42%
FAAS
144
First Allied Advisory Services
California
$133K +$1.01K +77 +0.8%
T. Rowe Price Associates
145
T. Rowe Price Associates
Maryland
$132K
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$122K -$5.33K -405 -4%
PIA
147
Powell Investment Advisors
Florida
$103K
CT
148
Caldwell Trust
Florida
$102K
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$100K
M
150
MOTCO
Texas
$96K +$9.92K +753 +12%

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.