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Alerian MLP ETF

343 hedge funds and large institutions have $2.97B invested in Alerian MLP ETF in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 151 increasing their positions, 96 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+23
Holders Change %
+7.19%
% of All Funds
9.96%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.81%
New
59
Increased
151
Reduced
96
Closed
32
Calls
$349K
Puts
$6.05M
Net Calls
-$5.7M
Net Calls Change
-$3.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BPC
301
Banque Pictet & Cie
Switzerland
$178K +$178K +2,000 New
CAL
302
Capital Analysts LLC
Pennsylvania
$144K +$34.6K +389 +32%
CAPTRUST Financial Advisors
303
CAPTRUST Financial Advisors
North Carolina
$137K +$20.3K +228 +17%
GT
304
Glenmede Trust
Pennsylvania
$136K +$64.6K +732 +90%
JIC
305
Joel Isaacson & Co
New York
$129K +$1.51K +17 +1%
ARMC
306
American Research & Management Company
Massachusetts
$109K +$62.6K +701 +135%
CCM
307
Cutler Capital Management
Massachusetts
$107K +$107K +1,200 New
TCM
308
TD Capital Management
Tennessee
$103K +$1.6K +18 +2%
CTC
309
Central Trust Company
Missouri
$96K -$25.8K -291 -21%
ASN
310
Advisory Services Network
Georgia
$88K +$88K +990 New
CCS
311
Crosspoint Capital Strategies
California
$83K +$83K +951 New
FNBT
312
FineMark National Bank & Trust
Florida
$76K -$21.2K -240 -22%
MDCM
313
Morgan Dempsey Capital Management
Wisconsin
$76K +$6.39K +72 +9%
PAS
314
Partnervest Advisory Services
California
$76K +$14.2K +159 +23%
KTC
315
Kistler-Tiffany Companies
Pennsylvania
$62K -$57.4K -643 -48%
WA
316
WealthTrust-Arizona
Arizona
$55K
WRM
317
Westport Resources Management
Connecticut
$53K
BC
318
Bartlett & Co
Ohio
$51K
AA
319
AlphaMark Advisors
Kentucky
$48K
PMFA
320
Plante Moran Financial Advisors
Michigan
$48K
CA
321
CapWealth Advisors
Tennessee
$40K
FMII
322
Farmers & Merchants Investments Inc
Nebraska
$39K
KT
323
Kanaly Trust
Texas
$36K +$36K +400 New
CCM
324
Chilton Capital Management
Texas
$35.8K
S
325
SignatureFD
Georgia
$29K