We are live on ! Find out more
AMLP icon

Alerian MLP ETF

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

94% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 94

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

15% more capital invested

Capital invested by funds: $3.14B → $3.61B (+$474M)

2% more funds holding

Funds holding: 346354 (+8)

0% more funds holding in top 10

Funds holding in top 10: 2828 (0)

0.21% less ownership

Funds ownership: 7.87%7.66% (-0.21%)

98% less call options, than puts

Call options by funds: $255K | Put options by funds: $11.2M

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
0.8%
New
31
Increased
182
Reduced
94
Closed
22
Calls
$255K
Puts
$11.2M
Net Calls
-$11M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
UR
276
USCA RIA
Texas
$269K +$55.6K +610 +27%
BC
277
Barnett & Company
Tennessee
$267K +$11.5K +126 +5%
AA
278
Ancora Advisors
Ohio
$266K
DCM
279
Delta Capital Management
New Jersey
$265K +$5.47K +60 +2%
BG
280
Bollard Group
Massachusetts
$252K +$3.55K +39 +1%
BCM
281
Beck Capital Management
Texas
$249K
RMC
282
Regis Management Company
California
$245K +$235K +2,580 New
MCM
283
Manchester Capital Management
Vermont
$242K -$5.47K -60 -2%
IH
284
IFC Holdings
Florida
$242K +$12.7K +139 +6%
GC
285
Gibson Capital
Pennsylvania
$236K +$227K +2,491 New
DWT
286
Dorsey & Whitney Trust
South Dakota
$230K
RVP
287
Relative Value Partners
Illinois
$226K
CCM
288
Coldstream Capital Management
Washington
$224K -$248K -2,724 -54%
MC
289
Moors & Cabot
Massachusetts
$223K +$211K +2,320 New
MCM
290
Marathon Capital Management
Maryland
$219K
LCS
291
Levin Capital Strategies
New York
$218K +$210K +2,300 New
CPSAC
292
Chas P. Smith & Associates (CPS)
Florida
$215K -$412K -4,526 -67%
IWC
293
Integrated Wealth Counsel
California
$215K
ONB
294
Old National Bancorp
Indiana
$214K +$205K +2,252 New
WSFS
295
Wilmington Savings Fund Society
Delaware
$213K -$32.8K -360 -14%
CCA
296
Conestoga Capital Advisors
Pennsylvania
$213K -$18.2K -200 -8%
DIA
297
Denver Investment Advisors
Colorado
$210K -$19.1K -210 -9%
FM
298
Family Management
New York
$209K
KCPG
299
Kavar Capital Partners Group
Kansas
$195K +$273 +3 +0.1%
CCG
300
Cypress Capital Group
Florida
$194K -$47.4K -520 -20%

AMLP Hedge Fund Activity: Q2 2014 in Review

354 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q2 2014, worth a combined $3.61B — up 15% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AMLP positions and 22 closed out — a net gain of 9 holders — while 182 added to existing stakes and 94 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $108M. The largest seller was Northern Trust, cutting an estimated $65M.

  • 354 institutional investors held Alerian MLP ETF (AMLP) as of Q2 2014, up from 346 in Q1 2014.
  • Funds reported $3.61B of Alerian MLP ETF stock for Q2 2014, up 15% quarter-over-quarter.
  • 31 funds opened new Alerian MLP ETF positions in Q2 2014 and 22 closed out, a net change of +9 holders.
  • The largest Alerian MLP ETF buyer in Q2 2014 was Morgan Stanley, an estimated $108M added.
  • The largest Alerian MLP ETF seller in Q2 2014 was Northern Trust, an estimated $65M sold.

Based on aggregated 13F filings for Q2 2014.