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Alerian MLP ETF

429 hedge funds and large institutions have $1.91B invested in Alerian MLP ETF in 2020 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 122 increasing their positions, 129 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 36

44% more capital invested

Capital invested by funds: $1.32B → $1.91B (+$586M)

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

20% more funds holding

Funds holding: 357429 (+72)

1.7% more ownership

Funds ownership: 44.16%45.86% (+1.7%)

5% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 129

14% less call options, than puts

Call options by funds: $94.7M | Put options by funds: $110M

Holders
429
Holders Change
+72
Holders Change %
+20.17%
% of All Funds
7.59%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
113
Increased
122
Reduced
129
Closed
36
Calls
$94.7M
Puts
$110M
Net Calls
-$15.6M
Net Calls Change
+$25.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
251
Zacks Investment Management
Illinois
$281K
JFG
252
JMG Financial Group
Illinois
$278K +$261K +10,842 New
AIA
253
Avalon Investment & Advisory
Texas
$278K +$261K +10,843 New
VCM
254
Virtue Capital Management
Tennessee
$278K +$261K +10,847 New
MAFM
255
Mid Atlantic Financial Management
Pennsylvania
$277K +$8.58K +357 +3%
ICG
256
InterOcean Capital Group
Tennessee
$275K +$258K +10,724 New
SMC
257
Smith, Moore & Co
Missouri
$274K +$257K +10,680 New
SEP
258
Southland Equity Partners
Missouri
$273K +$256K +10,647 New
LWM
259
Laidlaw Wealth Management
New York
$271K +$253K +10,546 New
AIP
260
ARS Investment Partners
New York
$268K
HCMT
261
Highland Capital Management (Tennessee)
Tennessee
$264K -$138K -5,747 -36%
MHS
262
M Holdings Securities
Oregon
$264K +$247K +10,276 New
GWM
263
Greenwich Wealth Management
Connecticut
$260K -$27.4K -1,140 -10%
SAM
264
Securian Asset Management
Minnesota
$257K
FIA
265
FNY Investment Advisers
New York
$256K +$240K +10,000 New
KA
266
Kovack Advisors
Florida
$255K -$19.3K -805 -7%
WA
267
WealthTrust Axiom
Pennsylvania
$253K +$237K +9,860 New
APW
268
Aurora Private Wealth
New Jersey
$252K +$236K +9,819 New
ICM
269
Islay Capital Management
Texas
$248K +$67.3K +2,800 +41%
TI
270
Tidal Investments
Wisconsin
$245K +$230K +9,559 New
M&T Bank
271
M&T Bank
New York
$244K -$111K -4,610 -33%
WIC
272
Whitegate Investment Counselors
New Hampshire
$244K -$26.4K -1,100 -10%
FWM
273
Frontier Wealth Management
Missouri
$241K -$18.9K -788 -8%
KFGK
274
Keystone Financial Group (Kentucky)
Kentucky
$240K +$225K +9,372 New
SAS
275
Stelac Advisory Services
New York
$239K

AMLP Hedge Fund Activity: Q4 2020 in Review

429 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2020, worth a combined $1.91B — up 44% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new AMLP positions and 36 closed out — a net gain of 77 holders — while 122 added to existing stakes and 129 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $46M. The largest seller was Wells Fargo, cutting an estimated $20M.

  • 429 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2020, up from 357 in Q3 2020.
  • Funds reported $1.91B of Alerian MLP ETF stock for Q4 2020, up 44% quarter-over-quarter.
  • 113 funds opened new Alerian MLP ETF positions in Q4 2020 and 36 closed out, a net change of +77 holders.
  • The largest Alerian MLP ETF buyer in Q4 2020 was Goldman Sachs, an estimated $46M added.
  • The largest Alerian MLP ETF seller in Q4 2020 was Wells Fargo, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2020.