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Alerian MLP ETF

679 hedge funds and large institutions have $3.8B invested in Alerian MLP ETF in 2019 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 196 increasing their positions, 245 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 88

72% more call options, than puts

Call options by funds: $124M | Put options by funds: $72.1M

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

11% more funds holding

Funds holding: 613679 (+66)

0.2% more ownership

Funds ownership: 9.36%9.56% (+0.2%)

1% less capital invested

Capital invested by funds: $3.83B → $3.8B (-$23.6M)

20% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 245

Holders
679
Holders Change
+66
Holders Change %
+10.77%
% of All Funds
13.38%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.49%
New
163
Increased
196
Reduced
245
Closed
88
Calls
$124M
Puts
$72.1M
Net Calls
+$52.2M
Net Calls Change
+$74.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MBT
276
Montecito Bank & Trust
California
$683K -$1.05M -24,958 -61%
IFWM
277
Institute for Wealth Management
Colorado
$677K -$372K -8,861 -36%
SCM
278
Snow Capital Management
Pennsylvania
$665K
CRWM
279
Castle Rock Wealth Management
California
$663K -$140K -3,334 -17%
WI
280
WBI Investments
New Jersey
$652K +$644K +15,348 New
GWM
281
Greenwich Wealth Management
Connecticut
$647K -$613K -14,609 -49%
KA
282
Kovack Advisors
Florida
$647K -$364K -8,663 -36%
Simplex Trading
283
Simplex Trading
Illinois
$640K +$76.7K +1,827 +14%
BWM
284
Brickley Wealth Management
California
$634K
CF
285
Centaurus Financial
California
$626K -$710K -16,904 -53%
UR
286
USCA RIA
Texas
$626K -$544K -12,953 -47%
GAM
287
Gould Asset Management
California
$625K -$243K -5,797 -28%
SFP
288
Shepherd Financial Partners
Massachusetts
$620K
CDH
289
Charles D. Hyman
$618K +$417K +9,940 +216%
MHS
290
M Holdings Securities
Oregon
$617K +$226K +5,386 +59%
QPWM
291
Quadrant Private Wealth Management
Pennsylvania
$615K +$16K +380 +3%
PHS
292
Pekin Hardy Strauss
Illinois
$612K -$105K -2,510 -15%
KM
293
Kalos Management
Georgia
$602K -$20.2K -482 -3%
CC
294
Courier Capital
New York
$599K -$172K -4,094 -23%
US Bancorp
295
US Bancorp
Minnesota
$597K +$339K +8,073 +135%
BRWA
296
B. Riley Wealth Advisors
Florida
$595K -$246K -5,855 -30%
SBWM
297
Sunflower Bank Wealth Management
Arizona
$594K +$276K +6,575 +89%
DWT
298
Dorsey & Whitney Trust
South Dakota
$592K +$340K +8,109 +139%
FHA
299
First Horizon Advisors
Tennessee
$581K +$394K +9,384 +218%
BI
300
Bramshill Investments
Florida
$579K -$51.7K -1,231 -8%

AMLP Hedge Fund Activity: Q4 2019 in Review

679 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2019, worth a combined $3.8B — down 0.62% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new AMLP positions and 88 closed out — a net gain of 75 holders — while 196 added to existing stakes and 245 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $204M. The largest seller was Royal Bank of Canada, cutting an estimated $110M.

  • 679 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2019, up from 613 in Q3 2019.
  • Funds reported $3.8B of Alerian MLP ETF stock for Q4 2019, down 0.62% quarter-over-quarter.
  • 163 funds opened new Alerian MLP ETF positions in Q4 2019 and 88 closed out, a net change of +75 holders.
  • The largest Alerian MLP ETF buyer in Q4 2019 was Goldman Sachs, an estimated $204M added.
  • The largest Alerian MLP ETF seller in Q4 2019 was Royal Bank of Canada, an estimated $110M sold.

Based on aggregated 13F filings for Q4 2019.