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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
KA
251
Kovack Advisors
Florida
$960K +$80.3K +1,502 +9%
AHC
252
Adell Harriman & Carpenter
Texas
$944K -$256K -4,780 -21%
GC
253
Grimes & Company
Massachusetts
$919K +$911K +17,034 New
GAM
254
Gould Asset Management
California
$907K +$78.2K +1,461 +10%
AZA
255
Arthur Zaske & Associates
Michigan
$900K +$570K +10,649 +177%
CAL
256
Capital Advisors Ltd
Ohio
$881K -$231K -4,309 -21%
BRWA
257
B. Riley Wealth Advisors
Florida
$867K -$9.9K -185 -1%
RMAM
258
Raab & Moskowitz Asset Management
New Jersey
$852K -$194K -3,629 -19%
NAM
259
NTV Asset Management
West Virginia
$848K -$278K -5,200 -25%
TPWA
260
TRUE Private Wealth Advisors
Oregon
$846K +$14.6K +273 +2%
SCM
261
Snow Capital Management
Pennsylvania
$823K +$46K +860 +6%
SFWA
262
Summit Financial Wealth Advisors
Louisiana
$814K -$2.03K -38 -0.3%
ICM
263
Ionic Capital Management
New York
$812K +$805K +15,056 New
ST
264
Sabal Trust
Florida
$789K +$40.3K +753 +5%
HIM
265
Hillsdale Investment Management
Ontario, Canada
$773K
CAC
266
Certified Advisory Corp
Florida
$763K +$757K +14,156 New
Cetera Investment Advisers
267
Cetera Investment Advisers
Illinois
$750K +$80.5K +1,504 +12%
Lido Advisors
268
Lido Advisors
California
$747K -$2.88M -53,909 -80%
Citadel Advisors
269
Citadel Advisors
Florida
$746K -$1.06M -19,744 -59%
SFSIG
270
San Francisco Sentry Investment Group
California
$746K +$318K +5,945 +75%
PAS
271
Park Avenue Securities
New York
$745K +$103K +1,930 +17%
VWA
272
V Wealth Advisors
Kansas
$744K -$6.15K -115 -0.9%
US Bancorp
273
US Bancorp
Minnesota
$743K -$52.3K -978 -7%
CFB
274
Cullen/Frost Bankers
Texas
$739K +$263K +4,909 +56%
APA
275
American Portfolios Advisors
New York
$732K +$726K +13,567 New

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.