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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
ClearBridge Investments
176
ClearBridge Investments
New York
$26K
PCFFS
177
Pacific Center for Financial Services
California
$26K
WT
178
Whittier Trust
California
$25K
AF
179
Affiance Financial
Minnesota
$24K
MA
180
MCF Advisors
Kentucky
$24K
WEC
181
Winslow Evans & Crocker
Massachusetts
$24K +$21.2K +1,613 +807%
IA
182
IFP Advisors
Florida
$21K -$201K -15,228 -90%
First Manhattan
183
First Manhattan
New York
$21K
LWANC
184
Laurel Wealth Advisors (North Carolina)
North Carolina
$18K -$5.27K -400 -23%
RE
185
RBC Europe
United Kingdom
$17.7K
TRCT
186
Tower Research Capital (TRC)
New York
$15K -$27.9K -2,117 -65%
US Bancorp
187
US Bancorp
Minnesota
$15K +$606 +46 +4%
JFGIW
188
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K -$3.82K -290 -21%
AWM
189
Atticus Wealth Management
Florida
$13K
BEI
190
Benjamin Edwards Inc
Missouri
$11K +$132 +10 +1%
Bank of America
191
Bank of America
North Carolina
$10K
BWM
192
Baystate Wealth Management
Massachusetts
$10K
EWM
193
Edge Wealth Management
New York
$9K
ZB
194
Zions Bancorporation
Utah
$9K +$8.56K +650 New
TFO
195
Tarbox Family Office
California
$9K +$8.86K +673 New
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$8K
DAM
197
Delta Asset Management
Tennessee
$6K
WPEP
198
Walnut Private Equity Partners
Nebraska
$5K
KPW
199
Kore Private Wealth
New York
$4K
LWCFA
200
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K

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.