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Alerian MLP ETF
AMLP

Overview Fund Activity

360 hedge funds and large institutions have $3.73B invested in Alerian MLP ETF in 2014 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 180 increasing their positions, 100 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+6
Holders Change %
+1.69%
% of All Funds
10.45%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.75%
New
33
Increased
180
Reduced
100
Closed
24
Calls
$2.06M
Puts
$19.5M
Net Calls
-$17.5M
Net Calls Change
-$6.47M

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$103M
2
Morgan Stanley
2
Morgan Stanley
New York
$649M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$56.8M
4
Wells Fargo
4
Wells Fargo
California
$262M
5
T
5
Thomaspartners
Massachusetts
$114M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$54.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$132M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$190M
4
CC
4
Callan Capital
California
$0
5
Northern Trust
5
Northern Trust
Illinois
$2.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
251
Winslow Evans & Crocker
Massachusetts
$528K +$5.75K +60 +1%
GA
252
Geneva Advisors
Illinois
$502K -$29.1K -304 -5%
RFC
253
Regions Financial Corp
Alabama
$500K -$17.5K -183 -3%
GWM
254
Greenwich Wealth Management
Connecticut
$476K -$7.67K -80 -2%
SNT
255
Security National Trust
West Virginia
$465K -$102K -1,070 -18%
AC
256
Addison Capital
Pennsylvania
$431K +$25.5K +266 +6%
EWM
257
Evercore Wealth Management
New York
$408K – – –
RMAM
258
Raab & Moskowitz Asset Management
New Jersey
$402K -$125K -1,303 -24%
EB
259
Eastern Bank
Massachusetts
$396K – – –
PO
260
Private Ocean
California
$396K – – –
PWS
261
Peloton Wealth Strategists
Indiana
$396K +$396K +4,130 New
WSC
262
Wellington Shields & Co
New York
$383K -$56.5K -590 -13%
BOTW
263
Bank of the West
California
$380K – – –
MCM
264
Manchester Capital Management
Vermont
$364K +$120K +1,256 +49%
WCM
265
Weik Capital Management
Pennsylvania
$351K -$8.63K -90 -2%
BO
266
Bank OZK
Arkansas
$338K -$120K -1,254 -26%
HA
267
Hays Advisory
Tennessee
$338K +$338K +3,529 New
NSIM
268
North Star Investment Management
Illinois
$335K +$14.9K +156 +5%
JIP
269
Jaffetilchin Investment Partners
Florida
$327K +$3.83K +40 +1%
GC
270
Gibson Capital
Pennsylvania
$325K +$86.5K +903 +36%
BC
271
Barnett & Company
Tennessee
$318K +$48.5K +506 +18%
VNB
272
Valley National Bancorp
New York
$317K -$61.1K -637 -16%
Brown Advisory
273
Brown Advisory
Maryland
$315K -$42.2K -440 -12%
IAA
274
Ironsides Asset Advisors
North Carolina
$305K +$305K +3,180 New
BCA
275
Bernzott Capital Advisors
California
$296K – – –
9 10
11
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