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Alerian MLP ETF
AMLP

Overview Fund Activity

343 hedge funds and large institutions have $2.97B invested in Alerian MLP ETF in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 151 increasing their positions, 96 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+23
Holders Change %
+7.19%
% of All Funds
9.96%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.81%
New
59
Increased
151
Reduced
96
Closed
32
Calls
$349K
Puts
$6.05M
Net Calls
-$5.7M
Net Calls Change
-$3.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$386M
2
Goldman Sachs
2
Goldman Sachs
New York
$108M
3
T
3
Thomaspartners
Massachusetts
$54.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$21.1M
5
U
5
UBS
Switzerland
$142M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$6.56M
2
HNB
2
Huntington National Bank
Ohio
$40M
3
IT
3
Investors Trust
Texas
$10.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$462M
5
DSAM
5
Dock Street Asset Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
226
Optimum Investment Advisors
Illinois
$597K -$8.9K -100 -1%
DWT
227
Dorsey & Whitney Trust
South Dakota
$597K – – –
KeyBank National Association
228
KeyBank National Association
Ohio
$572K -$72.3K -813 -11%
BF
229
BOK Financial
Oklahoma
$566K +$566K +6,362 New
VFS
230
VSR Financial Services
Kansas
$565K +$44.5K +500 +9%
SFSIG
231
San Francisco Sentry Investment Group
California
$562K +$160K +1,796 +40%
SCA
232
Stonebridge Capital Advisors
Minnesota
$558K +$558K +6,270 New
Mirae Asset Global Investments
233
Mirae Asset Global Investments
South Korea
$534K -$2.91M -32,740 -85%
GWM
234
Greenwich Wealth Management
Connecticut
$527K +$50.6K +569 +11%
EFSCE
235
Enterprise Financial Services Corp (EFSC)
Missouri
$521K +$51.6K +580 +11%
LI
236
LMCG Investments
Massachusetts
$516K – – –
RNS
237
Robert N. Shapiro
$507K – – –
WEC
238
Winslow Evans & Crocker
Massachusetts
$495K +$495K +5,565 New
NSIM
239
North Star Investment Management
Illinois
$493K -$124K -1,395 -20%
LWI
240
Long Wharf Investors
Massachusetts
$489K +$489K +5,494 New
RFC
241
Regions Financial Corp
Alabama
$487K -$22.2K -249 -4%
AC
242
Alexandria Capital
Virginia
$480K +$30.7K +345 +7%
WSC
243
Wellington Shields & Co
New York
$413K +$5.08K +57 +1%
BRWA
244
B. Riley Wealth Advisors
Florida
$407K -$53.4K -601 -12%
BIA
245
Biondo Investment Advisors
Pennsylvania
$402K +$36.6K +411 +10%
CS
246
Comerica Securities
Michigan
$401K +$35.1K +395 +10%
CNB
247
City National Bank
California
$401K +$116K +1,304 +41%
VF
248
Virtu Financial
New York
$399K +$399K +4,483 New
HC
249
HHG & Company
Connecticut
$380K +$29.8K +336 +9%
EWM
250
Evercore Wealth Management
New York
$379K – – –
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10
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