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Alerian MLP ETF

524 hedge funds and large institutions have $4.72B invested in Alerian MLP ETF in 2017 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 196 increasing their positions, 200 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 48

3% more capital invested

Capital invested by funds: $4.57B → $4.72B (+$144M)

0.38% more ownership

Funds ownership: 8.99%9.36% (+0.38%)

0% less funds holding

Funds holding: 526524 (-2)

2% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 200

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

14% less call options, than puts

Call options by funds: $59.2M | Put options by funds: $68.7M

Holders
524
Holders Change
-2
Holders Change %
-0.38%
% of All Funds
13.06%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.6%
New
52
Increased
196
Reduced
200
Closed
48
Calls
$59.2M
Puts
$68.7M
Net Calls
-$9.53M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
251
Cobiz Wealth
Colorado
$701K +$174K +3,039 +32%
Cetera Investment Advisers
252
Cetera Investment Advisers
Illinois
$697K +$14.7K +257 +2%
FHA
253
First Horizon Advisors
Tennessee
$686K -$12.8K -223 -2%
NSIM
254
North Star Investment Management
Illinois
$679K -$18K -315 -3%
PWM
255
Patriot Wealth Management
Texas
$669K
CPA
256
Capital Planning Advisors
California
$669K +$5.43K +95 +0.8%
PBT
257
Pictet Bank & Trust
Bahamas
$658K -$401K -7,020 -37%
WPW
258
Waldron Private Wealth
Pennsylvania
$658K +$237K +4,138 +54%
1SB
259
1ST Source Bank
Indiana
$652K -$146K -2,560 -18%
PAS
260
Park Avenue Securities
New York
$652K -$27.6K -482 -4%
Fiera Capital (Canada)
261
Fiera Capital (Canada)
Quebec, Canada
$641K -$2.29K -40 -0.3%
SRSA
262
S.R. Schill & Associates
Washington
$640K +$1.03K +18 +0.2%
EAM
263
Evanson Asset Management
California
$639K +$104K +1,821 +19%
DC
264
Davenport & Co
Virginia
$632K -$19.2K -335 -3%
CL
265
Choreo LLC
Illinois
$612K -$635K -11,099 -50%
WSTAM
266
Wilbanks Smith & Thomas Asset Management
Virginia
$612K +$40.9K +716 +7%
GIP
267
Greatmark Investment Partners
Georgia
$611K +$623K +10,890 New
MWP
268
MYCIO Wealth Partners
Pennsylvania
$607K -$650K -11,360 -51%
FTS
269
Fifth Third Securities
Ohio
$607K -$273K -4,776 -31%
GWM
270
Greenwich Wealth Management
Connecticut
$602K +$172K +3,010 +39%
AFP
271
Ausdal Financial Partners
Iowa
$581K +$54.8K +959 +10%
FFS
272
Founders Financial Securities
Maryland
$578K -$1.46M -25,559 -71%
UCFA
273
United Capital Financial Advisors
Texas
$572K -$41.1K -719 -7%
OFW
274
Omnia Family Wealth
Florida
$561K
SAM
275
Securian Asset Management
Minnesota
$561K

AMLP Hedge Fund Activity: Q3 2017 in Review

524 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2017, worth a combined $4.72B — up 3.1% from $4.57B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new AMLP positions and 48 closed out — a net gain of 4 holders — while 196 added to existing stakes and 200 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $322M. The largest seller was MML Investors Services, cutting an estimated $33.3M.

  • 524 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2017, down from 526 in Q2 2017.
  • Funds reported $4.72B of Alerian MLP ETF stock for Q3 2017, up 3.1% quarter-over-quarter.
  • 52 funds opened new Alerian MLP ETF positions in Q3 2017 and 48 closed out, a net change of +4 holders.
  • The largest Alerian MLP ETF buyer in Q3 2017 was Goldman Sachs, an estimated $322M added.
  • The largest Alerian MLP ETF seller in Q3 2017 was MML Investors Services, an estimated $33.3M sold.

Based on aggregated 13F filings for Q3 2017.