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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
OIA
151
Optimum Investment Advisors
Illinois
$21K
PCFFS
152
Pacific Center for Financial Services
California
$21K
MA
153
MCF Advisors
Kentucky
$20K
AF
154
Affiance Financial
Minnesota
$19K
CWAF
155
Core Wealth Advisors (Florida)
Florida
$18K -$53.7K -4,274 -72%
WT
156
Whittier Trust
California
$17K -$3.14K -250 -13%
First Manhattan
157
First Manhattan
New York
$17K
PFS
158
Prospera Financial Services
Texas
$15K -$142K -11,327 -89%
LWANC
159
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K
RE
160
RBC Europe
United Kingdom
$14.4K
IA
161
IFP Advisors
Florida
$14K -$3.96K -315 -19%
PS
162
Planned Solutions
California
$13K +$15.4K +1,223 New
JFGIW
163
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K
TFO
164
Tarbox Family Office
California
$12K +$5.03K +400 +59%
AWM
165
Atticus Wealth Management
Florida
$11K
US Bancorp
166
US Bancorp
Minnesota
$10K -$3K -239 -20%
WP
167
WealthShield Partners
North Carolina
$10K +$11.5K +913 New
TRCT
168
Tower Research Capital (TRC)
New York
$9K -$4.11K -327 -28%
BWM
169
Baystate Wealth Management
Massachusetts
$9K +$302 +24 +3%
ASN
170
Advisory Services Network
Georgia
$9K +$9.94K +791 New
PH
171
Pinnacle Holdings
Oklahoma
$8.57K +$7.29K +580 +270%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$8K
Bank of America
173
Bank of America
North Carolina
$7K
FCH
174
Freestone Capital Holdings
Washington
$5.39K +$6.28K +500 New
CFGS
175
Concourse Financial Group Securities
Alabama
$5K -$53.4K -4,250 -90%

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.