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This page summarizes the AMU holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2020 period, comparing share count change from 12/31/2019 to 3/31/2020.
Share count is compared over these two periods to provide an indication of whether AMU is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
Filer | 12/31/2019 Share Count | 3/31/2020 Share Count | Change | % Change |
13F Filers Increasing AMU Share Count |
Susquehanna International Group LLP |
34,215 |
161,733 |
+127,518 |
+372.70% |
Avantax Advisory Services Inc. |
228,230 |
284,468 |
+56,238 |
+24.64% |
Verus Capital Partners LLC |
2,516 |
2,540 |
+24 |
+0.95% |
13F Filers Reporting New Positions In AMU |
Proequities Inc. |
0 |
0 |
UNCH |
100% |
IFP Advisors Inc |
0 |
0 |
UNCH |
100% |
Northern Trust Corp |
0 |
26,168 |
+26,168 |
+100% |
Citadel Advisors LLC |
0 |
536,228 |
+536,228 |
+100% |
Balentine LLC |
0 |
2,232 |
+2,232 |
+100% |
AdvicePeriod LLC |
0 |
11,366 |
+11,366 |
+100% |
Advisor Group Holdings Inc. |
0 |
3,841 |
+3,841 |
+100% |
13F Filers With Unchanged Share Count |
JPMorgan Chase & Co. |
550 |
550 |
UNCH |
0.00% |
The PNC Financial Services Group Inc. |
10,300 |
10,300 |
UNCH |
0.00% |
Raymond James Trust N.A. |
44,935 |
44,935 |
UNCH |
0.00% |
West Bancorporation Inc. |
21,320 |
21,320 |
UNCH |
0.00% |
Institutional & Family Asset Management LLC |
8,300 |
8,300 |
UNCH |
0.00% |
Parallel Advisors LLC |
883 |
883 |
UNCH |
0.00% |
13F Filers Decreasing AMU Share Count |
FMR LLC |
63 |
2 |
-61 |
-96.83% |
Envestnet Asset Management Inc. |
648,674 |
42,657 |
-606,017 |
-93.42% |
Wolverine Trading LLC |
295,484 |
51,274 |
-244,210 |
-82.65% |
WESCAP Management Group Inc. |
137,659 |
36,477 |
-101,182 |
-73.50% |
First Citizens Bank & Trust Co. |
160,453 |
42,803 |
-117,650 |
-73.32% |
Merit Financial Group LLC |
30,132 |
14,437 |
-15,695 |
-52.09% |
Morgan Stanley |
7,000 |
4,166 |
-2,834 |
-40.49% |
Wells Fargo & Company MN |
8,813,057 |
6,052,083 |
-2,760,974 |
-31.33% |
Vicus Capital |
25,110 |
22,614 |
-2,496 |
-9.94% |
Raymond James & Associates |
19,645 |
19,044 |
-601 |
-3.06% |
13F Filers Exiting AMU |
Camden Capital LLC |
41,507 |
0 |
-41,507 |
-100.00% |
Capital Planning Advisors LLC |
12,330 |
0 |
-12,330 |
-100.00% |
Biltmore Capital Advisors LLC |
242,430 |
0 |
-242,430 |
-100.00% |
Jane Street Group LLC |
34,023 |
0 |
-34,023 |
-100.00% |
M Holdings Securities Inc. |
16,018 |
0 |
-16,018 |
-100.00% |
Carroll Financial Associates Inc. |
48 |
0 |
-48 |
-100.00% |
Uniplan Investment Counsel Inc. |
657,414 |
0 |
-657,414 |
-100.00% |
First Republic Investment Management Inc. |
13,925 |
0 |
-13,925 |
-100.00% |
Covington Capital Management |
1,800 |
0 |
-1,800 |
-100.00% |
Northwestern Mutual Wealth Management Co. |
9,400 |
0 |
-9,400 |
-100.00% |
Eagle Global Advisors LLC |
48,890 |
0 |
-48,890 |
-100.00% |
MAI Capital Management |
21,391 |
0 |
-21,391 |
-100.00% |
Baldwin Brothers Inc. MA |
270 |
0 |
-270 |
-100.00% |
Kayne Anderson Rudnick Investment Management LLC |
1,445 |
0 |
-1,445 |
-100.00% |
Royal Bank of Canada |
4,321 |
0 |
-4,321 |
-100.00% |
Bank of America Corp DE |
2,502 |
0 |
-2,502 |
-100.00% |
US Bancorp DE |
8,030 |
0 |
-8,030 |
-100.00% |
Fifth Third Bancorp |
57,365 |
0 |
-57,365 |
-100.00% |
See Summary: Institutional Holders of AMU
See Details: Top 10 Hedge Funds Holding AMU
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