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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
WSC
276
Wellington Shields & Co
New York
$535K +$3.66K +64 +0.7%
CT
277
Cambridge Trust
Massachusetts
$532K +$34.3K +600 +7%
IT
278
Independence Trust
Tennessee
$524K +$259K +4,528 +94%
CTA
279
Colonial Trust Advisors
South Carolina
$517K -$137K -2,400 -21%
BFEC
280
Benjamin F. Edwards & Company
Missouri
$516K +$26.5K +463 +5%
KM
281
Kalos Management
Georgia
$515K -$135K -2,363 -20%
LC
282
LCNB Corp
Ohio
$512K +$6.86K +120 +1%
PA
283
Parallel Advisors
California
$499K -$37.4K -655 -6%
BIA
284
Barry Investment Advisors
Massachusetts
$498K +$132K +2,303 +35%
KWM
285
Kingsview Wealth Management
Oregon
$497K -$21.8K -382 -4%
CFB
286
Cullen/Frost Bankers
Texas
$493K +$79.1K +1,384 +19%
DG
287
Davidson & Garrard
Virginia
$492K +$17.2K +300 +4%
BAC
288
Boys Arnold & Co
North Carolina
$487K -$3.15K -55 -0.6%
LFAS
289
Level Four Advisory Services
Texas
$477K -$242K -4,231 -33%
SCA
290
Salient Capital Advisors
Texas
$475K +$49.4K +864 +11%
SG
291
Somerset Group
Minnesota
$470K
RFC
292
Regions Financial Corp
Alabama
$462K +$1.49K +26 +0.3%
PAS
293
Partnervest Advisory Services
California
$460K -$5.32K -93 -1%
SCA
294
Stonebridge Capital Advisors
Minnesota
$459K +$114K +2,000 +32%
SAM
295
SignalPoint Asset Management
Missouri
$456K -$1.61M -28,132 -78%
Kayne Anderson Rudnick Investment Management
296
Kayne Anderson Rudnick Investment Management
California
$455K
TSS
297
Two Sigma Securities
New York
$444K +$453K +7,918 New
SFSIG
298
San Francisco Sentry Investment Group
California
$442K -$14.4K -252 -3%
BRM
299
Boston Research & Management
Massachusetts
$440K -$59.9K -1,048 -12%
MPWT
300
MassMutual Private Wealth & Trust
Connecticut
$435K +$421K +7,364 +1,898%

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.