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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
WPEP
176
Walnut Private Equity Partners
Nebraska
$5K
LWCFA
177
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K
LWANC
178
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K -$15.6K -1,200 -88%
TFO
179
Tarbox Family Office
California
$1K -$13K -997 -93%
TRCT
180
Tower Research Capital (TRC)
New York
$1K -$9.38K -721 -88%
AA
181
AlphaMark Advisors
Kentucky
$1K
SWM
182
Sugarloaf Wealth Management
Georgia
$1K
GWM
183
Geneos Wealth Management
Colorado
$1K +$1.12K +86 New
VF
184
Virtu Financial
New York
-$2.39M -221,363 Closed
TCM
185
Twin Capital Management
Pennsylvania
-$1.37M -126,907 Closed
WA
186
Wilshire Advisors
California
-$1.37M -126,907 Closed
BAM
187
Blueshift Asset Management
New Jersey
-$961K -89,132 Closed
CAM
188
Cresset Asset Management
Illinois
-$603K -55,946 Closed
OPS
189
Orion Portfolio Solutions
Nebraska
-$414K -38,398 Closed
RPA
190
Rock Point Advisors
Vermont
-$377K -34,940 Closed
BCI
191
Brinker Capital Investments
Pennsylvania
-$250K -23,179 Closed
FEG
192
Fund Evaluation Group
Ohio
-$224K -20,775 Closed
SGCA
193
Steel Grove Capital Advisors
Tennessee
-$204K -18,880 Closed
CAN
194
Claraphi Advisory Network
United States
-$146K -13,585 Closed
ACM
195
Advisors Capital Management
New Jersey
-$144K -13,285 Closed
BCM
196
Brookstone Capital Management
Illinois
-$140K -12,961 Closed
PA
197
Procyon Advisors
Connecticut
-$134K -12,443 Closed
BCP
198
Berkeley Capital Partners
Georgia
-$125K -11,606 Closed
CAI
199
Capital Advisors Inc
Oklahoma
-$123K -11,375 Closed
SSG
200
Summit Securities Group
New York
-$111K -10,300 Closed

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.