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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
JP Morgan Chase
1
JP Morgan Chase
New York
$451M +$283M +16,181,887 +48%
BJL
2
Brighton Jones LLC
Washington
$45.2M +$18.1M +1,034,786 +26%
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$43.7M +$8.81M +504,299 +12%
ECM
4
Evergreen Capital Management
Washington
$17.7M +$32M +1,829,581 +1,350%
Creative Planning
5
Creative Planning
Kansas
$11.9M +$8.93M +511,220 +63%
Mariner
6
Mariner
Kansas
$11.4M +$10.8M +617,791 +96%
AP
7
Arlington Partners
Alabama
$10.2M +$5.53M +316,804 +39%
BO
8
BRR OpCo
Ohio
$10M +$789K +45,168 +4%
Morgan Stanley
9
Morgan Stanley
New York
$9.13M -$22M -1,262,119 -56%
Wolverine Trading
10
Wolverine Trading
Illinois
$7.93M +$10.1M +580,182 +155%
KeyBank National Association
11
KeyBank National Association
Ohio
$7.86M -$2.35M -134,349 -13%
Citadel Advisors
12
Citadel Advisors
Florida
$6.61M +$12.4M +712,645 +3,773%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$5.96M +$2.82M +161,486 +32%
NAS
14
Nicolet Advisory Services
Wisconsin
$5.12M +$6.84M +391,573 +223%
Goldman Sachs
15
Goldman Sachs
New York
$4.93M -$17.9M -1,026,550 -65%
V
16
Veritable
Delaware
$4.01M -$3.08M -176,392 -28%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$3.84M -$6.73M -385,269 -48%
PPA
18
Parametric Portfolio Associates
Washington
$3.65M -$32M -1,829,627 -82%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.59M +$778K +44,553 +13%
RT
20
Rockland Trust
Massachusetts
$3M -$3.88M -222,328 -40%
SAS
21
Stelac Advisory Services
New York
$2.63M +$1.61M +92,204 +46%
SWP
22
Strategic Wealth Partners
Ohio
$2.6M
CB
23
Commerce Bank
Missouri
$2.55M -$7.14M -408,582 -59%
TCM
24
Twin Capital Management
Pennsylvania
$2.52M +$1.46M +83,840 +43%
WA
25
Wilshire Advisors
California
$2.52M +$1.46M +83,840 +43%

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.