We are live on ! Find out more
AMLP icon

Alerian MLP ETF

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

57% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 108

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

6% more capital invested

Capital invested by funds: $2.97B → $3.14B (+$175M)

1% more funds holding

Funds holding: 343346 (+3)

0.22% more ownership

Funds ownership: 7.66%7.87% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 2828 (0)

99% less call options, than puts

Call options by funds: $320K | Put options by funds: $21.4M

Holders
346
Holders Change
+3
Holders Change %
+0.87%
% of All Funds
9.99%
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
Name Holding Trade Value Shares
Change
Change in
Stake
SI
251
Sprott Inc
Ontario, Canada
$392K +$390K +4,442 New
EWM
252
Evercore Wealth Management
New York
$376K
AC
253
Addison Capital
Pennsylvania
$372K -$3.51K -40 -0.9%
EB
254
Eastern Bank
Massachusetts
$366K +$130K +1,480 +56%
PO
255
Private Ocean
California
$365K
CS
256
Comerica Securities
Michigan
$363K -$34.9K -398 -9%
BOTW
257
Bank of the West
California
$355K
WCM
258
Weik Capital Management
Pennsylvania
$331K -$43.9K -500 -12%
Bank of Montreal
259
Bank of Montreal
Ontario, Canada
$327K +$38.6K +440 +13%
FFA
260
First Foundation Advisors
California
$318K +$316K +3,600 New
B
261
Bailard
California
$315K
HTC
262
Haverford Trust Company
Pennsylvania
$303K +$93.4K +1,065 +45%
VNB
263
Valley National Bancorp
New York
$292K +$439 +5 +0.2%
LIM
264
Longfellow Investment Management
Massachusetts
$291K
JIP
265
Jaffetilchin Investment Partners
Florida
$277K +$275K +3,133 New
FWP
266
FAS Wealth Partners
Kansas
$276K +$56.8K +648 +26%
CCB
267
Cutter & Co Brokerage
Missouri
$272K +$270K +3,076 New
SCM
268
Sterneck Capital Management
Missouri
$265K -$3.51K -40 -1%
DADC
269
D.A. Davidson & Co
Montana
$248K -$3.11M -35,455 -93%
AA
270
Ancora Advisors
Ohio
$247K
SA
271
Strategic Advisors
New York
$246K -$37.9K -432 -13%
DCM
272
Delta Capital Management
New Jersey
$246K -$22.8K -260 -9%
CL
273
Choreo LLC
Illinois
$244K +$242K +2,763 New
HSA
274
HBK Sorce Advisory
Pennsylvania
$241K +$10K +114 +4%
NSIM
275
North Star Investment Management
Illinois
$240K -$248K -2,826 -51%

AMLP Hedge Fund Activity: Q1 2014 in Review

346 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2014, worth a combined $3.14B — up 5.9% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AMLP positions and 25 closed out — a net gain of 6 holders — while 170 added to existing stakes and 108 trimmed.

The largest buyer was Aviance Capital Management, adding an estimated $87.1M. The largest seller was Bank of America, cutting an estimated $66.7M.

  • 346 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2014, up from 343 in Q4 2013.
  • Funds reported $3.14B of Alerian MLP ETF stock for Q1 2014, up 5.9% quarter-over-quarter.
  • 31 funds opened new Alerian MLP ETF positions in Q1 2014 and 25 closed out, a net change of +6 holders.
  • The largest Alerian MLP ETF buyer in Q1 2014 was Aviance Capital Management, an estimated $87.1M added.
  • The largest Alerian MLP ETF seller in Q1 2014 was Bank of America, an estimated $66.7M sold.

Based on aggregated 13F filings for Q1 2014.