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Alerian MLP ETF

618 hedge funds and large institutions have $5B invested in Alerian MLP ETF in 2017 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 180 increasing their positions, 217 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 64

92% more call options, than puts

Call options by funds: $114M | Put options by funds: $59.3M

18% more funds holding

Funds holding: 524618 (+94)

6% more capital invested

Capital invested by funds: $4.72B → $5B (+$287M)

0.44% more ownership

Funds ownership: 9.36%9.81% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 2424 (0)

17% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 217

Holders
618
Holders Change
+94
Holders Change %
+17.94%
% of All Funds
14.02%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.54%
New
162
Increased
180
Reduced
217
Closed
64
Calls
$114M
Puts
$59.3M
Net Calls
+$54.3M
Net Calls Change
+$63.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
226
Courier Capital
New York
$1.14M -$4.33K -81 -0.4%
WTC
227
WhitTier Trust Company
Nevada
$1.14M -$155K -2,895 -12%
BAC
228
Boys Arnold & Co
North Carolina
$1.14M +$665K +12,426 +143%
FTS
229
Fifth Third Securities
Ohio
$1.12M +$531K +9,923 +92%
WS
230
Wedbush Securities
California
$1.12M +$44.3K +828 +4%
GFPC
231
Global Financial Private Capital
Florida
$1.11M -$311K -5,813 -22%
GC
232
Grace Capital
Massachusetts
$1.11M -$2.2M -41,145 -67%
DBIA
233
Dumont & Blake Investment Advisors
New Jersey
$1.11M -$4.65K -87 -0.4%
SB
234
Simmons Bank
Arkansas
$1.1M -$194K -3,623 -15%
CHCM
235
Columbus Hill Capital Management
New Jersey
$1.08M +$1.07M +20,000 New
CVSCT
236
C.V. Starr & Co Trust
New York
$1.08M +$1.07M +20,000 New
Westfield Capital Management
237
Westfield Capital Management
Massachusetts
$1.06M +$1.06M +19,740 New
FF
238
Friedenthal Financial
New Jersey
$1.06M +$120K +2,243 +13%
PA
239
Pinnacle Associates
New York
$1.05M -$3.5M -65,407 -77%
I2I
240
Insight 2811 Inc
Illinois
$1.05M -$914K -17,081 -47%
HH
241
Hilltop Holdings
Texas
$1.04M +$717K +13,395 +226%
OIWM
242
OptiFour Integrated Wealth Management
Virginia
$1.04M +$1.03M +19,226 New
ACP
243
Ashfield Capital Partners
California
$1.03M -$1.29M -24,194 -56%
SRSA
244
S.R. Schill & Associates
Washington
$1.03M +$415K +7,760 +68%
Allianz Asset Management
245
Allianz Asset Management
Germany
$1.03M -$688K -12,853 -40%
NIM
246
NXG Investment Management
Texas
$1.02M +$1.01M +18,966 New
WIA
247
Wealthstreet Investment Advisors
Texas
$999K +$991K +18,523 New
NFG
248
NewFocus Financial Group
Washington
$978K -$2.14K -40 -0.2%
EFSCE
249
Enterprise Financial Services Corp (EFSC)
Missouri
$965K +$238K +4,449 +33%
CFA
250
Capstone Financial Advisors
Illinois
$961K +$604K +11,284 +173%

AMLP Hedge Fund Activity: Q4 2017 in Review

618 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2017, worth a combined $5B — up 6.1% from $4.72B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new AMLP positions and 64 closed out — a net gain of 98 holders — while 180 added to existing stakes and 217 trimmed.

The largest buyer was Northwestern Mutual Investment Management Company, opening a new position worth an estimated $126M. The largest seller was Bank of America, cutting an estimated $122M.

  • 618 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2017, up from 524 in Q3 2017.
  • Funds reported $5B of Alerian MLP ETF stock for Q4 2017, up 6.1% quarter-over-quarter.
  • 162 funds opened new Alerian MLP ETF positions in Q4 2017 and 64 closed out, a net change of +98 holders.
  • The largest Alerian MLP ETF buyer in Q4 2017 was Northwestern Mutual Investment Management Company, an estimated $126M added.
  • The largest Alerian MLP ETF seller in Q4 2017 was Bank of America, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2017.