We are live on ! Find out more
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
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$109K +$11K +876 +9%
CCB
127
Cutter & Co Brokerage
Missouri
$108K -$6.28K -500 -5%
Barclays
128
Barclays
United Kingdom
$108K
Simplex Trading
129
Simplex Trading
Illinois
$103K -$37.1K -2,951 -23%
HIM
130
Hillsdale Investment Management
Ontario, Canada
$91K +$68.5K +5,450 +180%
CT
131
Caldwell Trust
Florida
$83K
PIA
132
Powell Investment Advisors
Florida
$78K -$6.91K -550 -7%
M
133
MOTCO
Texas
$76K -$2.01K -160 -2%
EW
134
Evoke Wealth
California
$75K +$2.02K +161 +2%
WB
135
Webster Bank
Connecticut
$74K -$905 -72 -1%
CHA
136
Carmichael Hill & Associates
Maryland
$71K +$251 +20 +0.3%
AF
137
Advisornet Financial
Minnesota
$41K -$10.7K -850 -18%
GRP
138
Global Retirement Partners
California
$41K
Deutsche Bank
139
Deutsche Bank
Germany
$41K +$48.3K +3,841 New
WT
140
Washington Trust
Rhode Island
$39K
SPIA
141
Steward Partners Investment Advisory
New York
$35K
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$35K +$39.7K +3,162 +15,057%
QCG
143
Quadrant Capital Group
Ohio
$31K -$565 -45 -2%
WEC
144
Winslow Evans & Crocker
Massachusetts
$29K +$11.3K +898 +50%
APA
145
American Portfolios Advisors
New York
$28.7K
TWP
146
TFO Wealth Partners
Ohio
$27K
RCA
147
Ranch Capital Advisors
Florida
$26K -$6.18K -492 -17%
DAC
148
Dividend Assets Capital
South Carolina
$26K
LF
149
Lee Financial
Texas
$25K -$8.71K -693 -23%
CHC
150
City Holding Co
West Virginia
$23K

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.