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Alerian MLP ETF
AMLP

Overview Fund Activity

346 hedge funds and large institutions have $3.14B invested in Alerian MLP ETF in 2014 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 170 increasing their positions, 108 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+3
Holders Change %
+0.87%
% of All Funds
10%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.81%
New
31
Increased
170
Reduced
108
Closed
25
Calls
$320K
Puts
$21.4M
Net Calls
-$21M
Net Calls Change
-$15.3M

Top Buyers

1
ACM
Aviance Capital Management
Florida
$94.8M
2
Goldman Sachs
Goldman Sachs
New York
$163M
3
Citigroup
Citigroup
New York
$56.7M
4
U
UBS
Switzerland
$166M
5
MG
MDE Group
New Jersey
$86M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$316M
2
HNB
Huntington National Bank
Ohio
$44.6M
3
BCM
Barometer Capital Management
Ontario, Canada
$0
4
IWC
Integrated Wealth Counsel
California
$200K
5
Northern Trust
Northern Trust
Illinois
$82M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
226
Peloton Wealth Strategists
Indiana
$562K -$191K -2,160 -25%
BF
227
BOK Financial
Oklahoma
$562K – – –
PMG
228
ProVise Management Group
Florida
$556K +$556K +6,295 New
William Blair & Company
229
William Blair & Company
Illinois
$553K -$271K -3,068 -33%
Two Sigma Investments
230
Two Sigma Investments
New York
$543K -$75.2K -851 -12%
CWM
231
Cabot Wealth Management
Massachusetts
$529K -$81.5K -923 -13%
BRWA
232
B. Riley Wealth Advisors
Florida
$516K +$112K +1,267 +28%
HC
233
HHG & Company
Connecticut
$516K +$138K +1,566 +37%
LI
234
LMCG Investments
Massachusetts
$512K – – –
AC
235
Alexandria Capital
Virginia
$504K +$27.3K +309 +6%
RNS
236
Robert N. Shapiro
$503K – – –
GI
237
Gradient Investments
Minnesota
$498K +$221K +2,503 +80%
BRWM
238
B. Riley Wealth Management
Tennessee
$498K +$498K +5,645 New
GA
239
Geneva Advisors
Illinois
$489K -$158K -1,792 -24%
WEC
240
Winslow Evans & Crocker
Massachusetts
$488K -$3.53K -40 -0.7%
RFC
241
Regions Financial Corp
Alabama
$478K -$4.59K -52 -1%
BIA
242
Biondo Investment Advisors
Pennsylvania
$458K +$58.8K +666 +15%
CCM
243
Coldstream Capital Management
Washington
$448K -$2.11M -23,870 -82%
EFSCE
244
Enterprise Financial Services Corp (EFSC)
Missouri
$448K -$69.4K -786 -13%
GWM
245
Greenwich Wealth Management
Connecticut
$445K -$78.9K -893 -15%
WS
246
Wedbush Securities
California
$425K +$87.5K +990 +26%
CNB
247
City National Bank
California
$422K +$23.6K +267 +6%
CPO
248
Cerity Partners OCIO
New York
$420K +$420K +4,755 New
PAI
249
Pittenger & Anderson Inc
Nebraska
$417K +$80K +905 +24%
WSC
250
Wellington Shields & Co
New York
$405K -$4.86K -55 -1%
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