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Alerian MLP ETF
AMLP

Overview Fund Activity

354 hedge funds and large institutions have $3.61B invested in Alerian MLP ETF in 2014 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 182 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+8
Holders Change %
+2.31%
% of All Funds
10.18%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.81%
New
31
Increased
182
Reduced
94
Closed
22
Calls
$255K
Puts
$11.2M
Net Calls
-$11M
Net Calls Change
+$10.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$612M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$215M
3
Wells Fargo
3
Wells Fargo
California
$230M
4
CPO
4
Cerity Partners OCIO
New York
$35M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$25.3M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$20.4M
2
HNB
2
Huntington National Bank
Ohio
$52.2M
3
Citigroup
3
Citigroup
New York
$31.8M
4
MG
4
MDE Group
New Jersey
$75.7M
5
FF
5
Friedenthal Financial
New Jersey
$827K
Name Holding Trade Value Shares
Change 		Shares
Change %
WSC
251
Wellington Shields & Co
New York
$436K +$475 +5 +0.1%
BO
252
Bank OZK
Arkansas
$434K +$434K +4,783 New
ACP
253
Ashfield Capital Partners
California
$418K +$418K +4,400 New
Bank of Montreal
254
Bank of Montreal
Ontario, Canada
$417K +$65.1K +685 +18%
EWM
255
Evercore Wealth Management
New York
$405K – – –
AC
256
Addison Capital
Pennsylvania
$402K +$2K +21 +0.5%
PO
257
Private Ocean
California
$393K – – –
EB
258
Eastern Bank
Massachusetts
$393K – – –
CS
259
Comerica Securities
Michigan
$390K -$665 -7 -0.2%
BOTW
260
Bank of the West
California
$376K -$5.79K -61 -2%
VNB
261
Valley National Bancorp
New York
$374K +$59.3K +625 +19%
FAT
262
First American Trust
California
$370K -$6.87M -72,321 -95%
WCM
263
Weik Capital Management
Pennsylvania
$356K – – –
Brown Advisory
264
Brown Advisory
Maryland
$354K +$354K +3,725 New
DADC
265
D.A. Davidson & Co
Montana
$331K +$63.7K +672 +24%
HTC
266
Haverford Trust Company
Pennsylvania
$326K – – –
DAC
267
Dividend Assets Capital
South Carolina
$325K -$1.61M -16,900 -83%
BBA
268
BLB&B Advisors
Pennsylvania
$322K +$322K +3,386 New
JIP
269
Jaffetilchin Investment Partners
Florida
$320K +$22.7K +239 +8%
NSIM
270
North Star Investment Management
Illinois
$317K +$59K +622 +23%
BCA
271
Bernzott Capital Advisors
California
$294K +$294K +3,092 New
CCB
272
Cutter & Co Brokerage
Missouri
$292K +$95 +1 +0%
SCM
273
Sterneck Capital Management
Missouri
$285K – – –
MIAN
274
Mariner Independent Advisor Network
Kansas
$285K +$285K +2,998 New
FWP
275
FAS Wealth Partners
Kansas
$272K -$25.2K -265 -8%
9 10
11
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