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Alerian MLP ETF
AMLP

Overview Fund Activity

320 hedge funds and large institutions have $4B invested in Alerian MLP ETF in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 170 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+13
Holders Change %
+4.23%
% of All Funds
10.38%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.75%
New
36
Increased
170
Reduced
75
Closed
20
Calls
$27K
Puts
$2.42M
Net Calls
-$2.4M
Net Calls Change
+$20.9M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$42M
2
Bank of America
2
Bank of America
North Carolina
$301M
3
Goldman Sachs
3
Goldman Sachs
New York
$78.7M
4
T
4
Thomaspartners
Massachusetts
$33.4M
5
Wells Fargo
5
Wells Fargo
California
$161M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$35.4M
2
ACM
2
Archer Capital Management
New York
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.17M
4
Morgan Stanley
4
Morgan Stanley
New York
$467M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCB
226
Cutter & Co Brokerage
Missouri
$406K -$8.72K -99 -2%
WSC
227
Wellington Shields & Co
New York
$403K +$440 +5 +0.1%
SFSIG
228
San Francisco Sentry Investment Group
California
$398K +$21.4K +243 +6%
CWM
229
Cabot Wealth Management
Massachusetts
$391K +$171K +1,948 +78%
BIM
230
Beach Investment Management
Pennsylvania
$379K -$1.24M -14,114 -77%
WCM
231
Weik Capital Management
Pennsylvania
$377K -$9.67K -110 -3%
EWM
232
Evercore Wealth Management
New York
$376K +$75.9K +860 +25%
CS
233
Comerica Securities
Michigan
$362K -$320K -3,641 -47%
BIA
234
Biondo Investment Advisors
Pennsylvania
$361K +$160K +1,820 +80%
BOTW
235
Bank of the West
California
$353K +$5.36K +61 +2%
WS
236
Wedbush Securities
California
$352K -$99.6K -1,133 -22%
HC
237
HHG & Company
Connecticut
$347K +$176 +2 +0.1%
American Century Companies
238
American Century Companies
Missouri
$336K +$336K +3,824 New
RFS
239
Rockefeller Financial Services
New York
$320K – – –
LIM
240
Longfellow Investment Management
Massachusetts
$290K – – –
CCG
241
Cypress Capital Group
Florida
$283K -$35.2K -400 -11%
CNB
242
City National Bank
California
$282K +$25.1K +285 +10%
BAS
243
Brown Advisory Securities
Maryland
$279K +$13.2K +150 +5%
Bank of Montreal
244
Bank of Montreal
Ontario, Canada
$278K -$107K -1,215 -28%
SCM
245
Sterneck Capital Management
Missouri
$264K – – –
KIG
246
Kessler Investment Group
Indiana
$263K +$263K +2,989 New
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$263K +$263K +2,989 New
SBH
248
Segall Bryant & Hamill
Illinois
$262K +$17.9K +204 +7%
HTC
249
Haverford Trust Company
Pennsylvania
$259K +$259K +2,941 New
SA
250
Strategic Advisors
New York
$258K +$258K +2,932 New
8 9
10
11 12