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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

AMJ was delisted on the 21st of May, 2024.

240 hedge funds and large institutions have $763M invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 57 increasing their positions, 104 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $8.06M | Put options by funds: $2.65M

14% less funds holding

Funds holding: 278240 (-38)

45% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 104

46% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 72

64% less capital invested

Capital invested by funds: $2.11B → $763M (-$1.35B)

73% less funds holding in top 10

Funds holding in top 10: 113 (-8)

Holders
240
Holders Change
-38
Holders Change %
-13.67%
% of All Funds
5.29%
Holding in Top 10
3
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-72.73%
% of All Funds
0.07%
New
39
Increased
57
Reduced
104
Closed
72
Calls
$8.06M
Puts
$2.65M
Net Calls
+$5.42M
Net Calls Change
+$8.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
176
Citizens Financial Group
Rhode Island
$53K
CFGS
177
Concourse Financial Group Securities
Alabama
$46K -$93.8K -5,368 -51%
LF
178
Lee Financial
Texas
$44K -$311K -17,817 -79%
SF
179
Synovus Financial
Georgia
$42K -$32.8K -1,875 -29%
WT
180
Washington Trust
Rhode Island
$42K +$80.5K +4,609 New
FANJ
181
Financial Architects (New Jersey)
New Jersey
$41K -$20.9K -1,194 -21%
AF
182
Advisornet Financial
Minnesota
$40K +$1.07K +61 +1%
RCA
183
Ranch Capital Advisors
Florida
$36K -$11K -631 -13%
GRP
184
Global Retirement Partners
California
$34K -$558K -31,932 -89%
CFA
185
Carroll Financial Associates
North Carolina
$32K
NFG
186
Next Financial Group
Texas
$31K -$1.68K -96 -3%
TRCT
187
Tower Research Capital (TRC)
New York
$29K +$36.6K +2,094 +179%
HIM
188
Hillsdale Investment Management
Ontario, Canada
$27K -$21.8K -1,250 -29%
APA
189
American Portfolios Advisors
New York
$24.1K -$78.8K -4,511 -63%
WCM
190
Wealthcare Capital Management
Virginia
$22K -$609K -34,888 -94%
DAC
191
Dividend Assets Capital
South Carolina
$22K
TWP
192
TFO Wealth Partners
Ohio
$22K +$6.55K +375 +17%
OIA
193
Optimum Investment Advisors
Illinois
$21K
QCG
194
Quadrant Capital Group
Ohio
$20K -$351K -20,100 -91%
CFB
195
Cullen/Frost Bankers
Texas
$20K
CHC
196
City Holding Co
West Virginia
$19K
EWM
197
EPG Wealth Management
Georgia
$19K +$36.7K +2,100 New
ClearBridge Investments
198
ClearBridge Investments
New York
$18K
PCFFS
199
Pacific Center for Financial Services
California
$18K
CA
200
Clearstead Advisors
Ohio
$18K +$34.9K +2,000 New

AMJ Hedge Fund Activity: Q1 2020 in Review

240 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2020, worth a combined $763M — down 64% from $2.11B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of AMJ and 39 opened new positions — a net loss of 33 holders — while 104 trimmed existing stakes and 57 added.

The largest buyer was JP Morgan Chase, adding an estimated $283M. The largest seller was Parametric Portfolio Associates, cutting an estimated $32M.

  • 240 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2020, down from 278 in Q4 2019.
  • Funds reported $763M of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2020, down 64% quarter-over-quarter.
  • 39 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2020 and 72 closed out, a net change of -33 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2020 was JP Morgan Chase, an estimated $283M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2020 was Parametric Portfolio Associates, an estimated $32M sold.

Based on aggregated 13F filings for Q1 2020.