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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
WB
151
Webster Bank
Connecticut
$92K
EW
152
Evoke Wealth
California
$90K -$59.7K -4,534 -40%
IFAM
153
Institutional & Family Asset Management
Colorado
$90K +$89.5K +6,798 New
CHA
154
Carmichael Hill & Associates
Maryland
$87K +$6.77K +514 +8%
CWAF
155
Core Wealth Advisors (Florida)
Florida
$79K +$61.4K +4,664 +358%
PIMG
156
Patriot Investment Management Group
Tennessee
$72.6K +$72.4K +5,497 New
CFGS
157
Concourse Financial Group Securities
Alabama
$62K -$5.02K -381 -7%
AF
158
Advisornet Financial
Minnesota
$62K +$4.12K +313 +7%
FANJ
159
Financial Architects (New Jersey)
New Jersey
$61K +$790 +60 +1%
SF
160
Synovus Financial
Georgia
$59K
GRP
161
Global Retirement Partners
California
$50K
WT
162
Washington Trust
Rhode Island
$47K -$12.9K -980 -21%
SPIA
163
Steward Partners Investment Advisory
New York
$43K
LF
164
Lee Financial
Texas
$40K -$24.6K -1,866 -38%
RCA
165
Ranch Capital Advisors
Florida
$40K -$14.8K -1,125 -28%
HIM
166
Hillsdale Investment Management
Ontario, Canada
$40K
CAN
167
Cetera Advisor Networks
California
$39K +$38.8K +2,946 New
QCG
168
Quadrant Capital Group
Ohio
$38K +$11.2K +849 +41%
APA
169
American Portfolios Advisors
New York
$35.2K
TWP
170
TFO Wealth Partners
Ohio
$34K
DAC
171
Dividend Assets Capital
South Carolina
$32K
CFA
172
Carroll Financial Associates
North Carolina
$30K -$17K -1,288 -36%
CFB
173
Cullen/Frost Bankers
Texas
$29K
CHC
174
City Holding Co
West Virginia
$28K
OIA
175
Optimum Investment Advisors
Illinois
$26K -$4.94K -375 -16%

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.