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AMU Holdings Changes image
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).
Filer12/31/2019
 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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