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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
FHA
201
First Horizon Advisors
Tennessee
-$214K -16,215 Closed
BC
202
Bartlett & Co
Ohio
-$202K -15,300 Closed
BCWM
203
Bartlett & Co Wealth Management
Ohio
-$202K -15,300 Closed
ACM
204
AlphaStar Capital Management
North Carolina
-$193K -15,087 Closed
AWCI
205
Alpine Woods Capital Investors
New York
-$198K -15,000 Closed
BO
206
BRR OpCo
Ohio
-$170K -12,851 Closed
SPC
207
Sigma Planning Corp
Michigan
-$141K -10,687 Closed
BCA
208
Biltmore Capital Advisors
New Jersey
-$134K -10,174 Closed
WA
209
Wealth Alliance
New York
-$133K -10,107 Closed
FAAS
210
First Allied Advisory Services
California
-$133K -10,095 Closed
T. Rowe Price Associates
211
T. Rowe Price Associates
Maryland
-$132K -10,000 Closed
IFAM
212
Institutional & Family Asset Management
Colorado
-$90K -6,798 Closed
PIMG
213
Patriot Investment Management Group
Tennessee
-$72.6K -5,497 Closed
FANJ
214
Financial Architects (New Jersey)
New Jersey
-$61K -4,612 Closed
SF
215
Synovus Financial
Georgia
-$59K -4,500 Closed
CAN
216
Cetera Advisor Networks
California
-$39K -2,946 Closed
CFA
217
Carroll Financial Associates
North Carolina
-$30K -2,330 Closed
CFB
218
Cullen/Frost Bankers
Texas
-$29K -2,165 Closed
ClearBridge Investments
219
ClearBridge Investments
New York
-$26K -2,000 Closed
EWM
220
Edge Wealth Management
New York
-$9K -675 Closed
ZB
221
Zions Bancorporation
Utah
-$9K -650 Closed
KPW
222
Kore Private Wealth
New York
-$4K -333 Closed
GWM
223
Geneos Wealth Management
Colorado
-$1K -86 Closed
S
224
SignatureFD
Georgia
-$1K -40 Closed
TFA
225
Transamerica Financial Advisors
Florida
-$1K -1 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.