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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
HTC
126
Haverford Trust Company
Pennsylvania
$126K +$118K +9,100 New
CT
127
Caldwell Trust
Florida
$107K
HIM
128
Hillsdale Investment Management
Ontario, Canada
$101K -$16K -1,230 -15%
EW
129
Evoke Wealth
California
$97K
M
130
MOTCO
Texas
$94K -$3.68K -283 -4%
WB
131
Webster Bank
Connecticut
$87K -$8.17K -628 -9%
WTC
132
WhitTier Trust Company
Nevada
$85K -$206K -15,812 -72%
CHA
133
Carmichael Hill & Associates
Maryland
$80K -$11K -843 -13%
FF
134
FourThought Financial
Florida
$76K +$71.7K +5,513 New
GRP
135
Global Retirement Partners
California
$53K
WT
136
Washington Trust
Rhode Island
$48K -$2.34K -180 -5%
BDWCC
137
B&D White Capital Company
Texas
$48K +$45.3K +3,480 New
JFGIW
138
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$46K +$29.2K +2,243 +209%
SPIA
139
Steward Partners Investment Advisory
New York
$45K
Kayne Anderson Rudnick Investment Management
140
Kayne Anderson Rudnick Investment Management
California
$41K -$424K -32,614 -92%
FPS
141
Fieldpoint Private Securities
Connecticut
$36K -$133K -10,228 -80%
DAC
142
Dividend Assets Capital
South Carolina
$33K
CG
143
Cutler Group
California
$33K +$29.9K +2,300 +2,110%
MA
144
Montag & Associates
Georgia
$33K +$30.8K +2,366 New
APA
145
American Portfolios Advisors
New York
$31.1K -$5.53K -425 -16%
PCFFS
146
Pacific Center for Financial Services
California
$27K
RCA
147
Ranch Capital Advisors
Florida
$26K -$7.16K -550 -23%
MA
148
MCF Advisors
Kentucky
$26K
WEC
149
Winslow Evans & Crocker
Massachusetts
$25K -$11.7K -900 -33%
CHC
150
City Holding Co
West Virginia
$25K -$3.97K -305 -14%

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.