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.

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
OIA
151
Optimum Investment Advisors
Illinois
$25K -$1.69K -130 -7%
CWAF
152
Core Wealth Advisors (Florida)
Florida
$24K
WT
153
Whittier Trust
California
$23K
TWM
154
Tradition Wealth Management
Minnesota
$23K +$22K +1,688 New
First Manhattan
155
First Manhattan
New York
$22K
QCG
156
Quadrant Capital Group
Ohio
$21K -$17.4K -1,337 -47%
RE
157
RBC Europe
United Kingdom
$18.6K
PH
158
Pinnacle Holdings
Oklahoma
$18.4K +$6.89K +530 +67%
IA
159
IFP Advisors
Florida
$18K
TWP
160
TFO Wealth Partners
Ohio
$16K -$18.2K -1,401 -55%
LF
161
Lee Financial
Texas
$16K -$15.2K -1,165 -50%
AF
162
Advisornet Financial
Minnesota
$15K -$35.8K -2,753 -72%
PS
163
Planned Solutions
California
$15K -$1.96K -151 -12%
ASN
164
Advisory Services Network
Georgia
$14K +$2.6K +200 +25%
US Bancorp
165
US Bancorp
Minnesota
$13K
BWM
166
Baystate Wealth Management
Massachusetts
$11K
FHA
167
First Horizon Advisors
Tennessee
$9K +$8.27K +636 New
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$8K
CFGS
169
Concourse Financial Group Securities
Alabama
$7K
FCH
170
Freestone Capital Holdings
Washington
$6.95K
DAM
171
Delta Asset Management
Tennessee
$6K
BEI
172
Benjamin Edwards Inc
Missouri
$6K +$130 +10 +2%
MIM
173
MTM Investment Management
South Carolina
$6K +$5.2K +400 New
NFG
174
Next Financial Group
Texas
$5K -$1.95K -150 -30%
KCM
175
Kathmere Capital Management
Pennsylvania
$5K

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.