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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
BEI
176
Benjamin Edwards Inc
Missouri
$5K -$4.77K -380 -46%
DAM
177
Delta Asset Management
Tennessee
$5K
NFG
178
Next Financial Group
Texas
$5K +$6.28K +500 New
WPEP
179
Walnut Private Equity Partners
Nebraska
$4K
KCM
180
Kathmere Capital Management
Pennsylvania
$4K +$4.4K +350 New
FGA
181
Fortis Group Advisors
New Jersey
$4K +$5.69K +453 New
LWCFA
182
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K
AA
183
Advisory Alpha
Michigan
$2K -$190K -15,130 -99%
SBL
184
Sargent Bickham Lagudis
Colorado
$2K
BFC
185
Bedel Financial Consulting
Indiana
$2K +$2.01K +160 New
AA
186
AlphaMark Advisors
Kentucky
$1K
FHC
187
First Horizon Corporation
Tennessee
$1K +$1.34K +107 New
CG
188
Cutler Group
California
$1K +$1.37K +109 New
CA
189
Clearstead Advisors
Ohio
$1K +$1.41K +112 New
HIM
190
Hanlon Investment Management
New Jersey
-$1.51M -114,810 Closed
IWA
191
IBEX Wealth Advisors
New Jersey
-$1.36M -103,479 Closed
RIA
192
Regal Investment Advisors
Michigan
-$1.33M -100,782 Closed
RFWA
193
RPg Family Wealth Advisory
Massachusetts
-$900K -68,154 Closed
WAM
194
Wolverine Asset Management
Illinois
-$633K -48,016 Closed
SS
195
Sunbelt Securities
Texas
-$634K -48,000 Closed
NR
196
Newfound Research
Massachusetts
-$448K -33,934 Closed
CG
197
Caprock Group
Idaho
-$415K -31,432 Closed
BMA
198
Brooks Moore & Associates
Tennessee
-$301K -22,800 Closed
CCG
199
Chatham Capital Group
Georgia
-$279K -21,165 Closed
Millennium Management
200
Millennium Management
New York
-$230K -17,404 Closed

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.