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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
WAM
276
Wealthspire Advisors (Maryland)
Maryland
$726K -$1.02K -19 -0.1%
LNC
277
Lincoln National Corp
Pennsylvania
$725K +$320K +5,984 +80%
FHA
278
Flagship Harbor Advisors
Massachusetts
$717K +$6.95K +130 +1%
CAPTRUST Financial Advisors
279
CAPTRUST Financial Advisors
North Carolina
$714K -$21.4K -400 -3%
FA
280
FDx Advisors
Illinois
$712K -$834K -15,590 -54%
QCMA
281
Quad Capital Management Advisors
New York
$712K +$706K +13,200 New
MSAM
282
Moloney Securities Asset Management
Missouri
$709K -$75.4K -1,409 -10%
ECM
283
Evergreen Capital Management
Washington
$708K +$449K +8,391 +177%
WA
284
WealthTrust Axiom
Pennsylvania
$694K -$29.3K -548 -4%
EWA
285
Exencial Wealth Advisors
Oklahoma
$694K +$689K +12,873 New
RJT
286
Raymond James Trust
Florida
$691K -$21.4K -400 -3%
IWP
287
Icon Wealth Partners
Texas
$691K +$685K +12,813 New
CCG
288
Chatham Capital Group
Georgia
$681K +$266K +4,975 +65%
WT
289
Whittier Trust
California
$677K +$671K +12,543 New
SFP
290
Shepherd Financial Partners
Massachusetts
$676K -$712K -13,318 -52%
MBT
291
Montecito Bank & Trust
California
$666K -$72.7K -1,359 -10%
PMG
292
ProVise Management Group
Florida
$651K -$47.6K -890 -7%
BlackRock
293
BlackRock
New York
$649K -$652K -12,180 -50%
1SB
294
1ST Source Bank
Indiana
$644K +$17K +318 +3%
CW
295
Cobiz Wealth
Colorado
$641K -$33.1K -619 -5%
WPW
296
Waldron Private Wealth
Pennsylvania
$638K +$4.55K +85 +0.7%
PBT
297
Pictet Bank & Trust
Bahamas
$633K
GTAM
298
Global Trust Asset Management
Florida
$629K +$623K +11,648 New
SAM
299
Silphium Asset Management
United Kingdom
$618K +$613K +11,460 New
MA
300
Mutual Advisors
Nebraska
$615K +$610K +11,402 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.