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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
WT
201
Whittier Trust
California
$17K -$1.64K -94 -5%
MA
202
MCF Advisors
Kentucky
$17K
LWANC
203
Laurel Wealth Advisors (North Carolina)
North Carolina
$16K -$5.24K -300 -15%
AF
204
Affiance Financial
Minnesota
$16K
CFO
205
CVA Family Office
Colorado
$15K +$28.2K +1,617 New
First Manhattan
206
First Manhattan
New York
$14K
RE
207
RBC Europe
United Kingdom
$12.1K
CWAF
208
Core Wealth Advisors (Florida)
Florida
$12K
JFGIW
209
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K
CAAS
210
Capital Asset Advisory Services
Michigan
$11K -$601K -34,378 -98%
AssetMark Inc
211
AssetMark Inc
California
$10K -$2.07M -118,612 -99%
US Bancorp
212
US Bancorp
Minnesota
$10K -$2.11K -121 -10%
SPIA
213
Steward Partners Investment Advisory
New York
$10K
AWM
214
Atticus Wealth Management
Florida
$9K
AT
215
Arden Trust
Delaware
$9K +$17.3K +992 New
Bank of America
216
Bank of America
North Carolina
$8K
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$8K
BWM
218
Baystate Wealth Management
Massachusetts
$7K -$10.1M -577,751 -100%
BEI
219
Benjamin Edwards Inc
Missouri
$7K -$674K -38,594 -98%
ASN
220
Advisory Services Network
Georgia
$7K +$11.8K +676 +588%
MWM
221
MBE Wealth Management
Wisconsin
$7K +$14.1K +810 New
AIC
222
Ameritas Investment Company
Nebraska
$6K -$3.41K -195 -24%
EWM
223
Edge Wealth Management
New York
$6K
DAM
224
Delta Asset Management
Tennessee
$4K
WEC
225
Winslow Evans & Crocker
Massachusetts
$4K

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.