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Alerian MLP ETF
AMLP

Overview Fund Activity

414 hedge funds and large institutions have $5.38B invested in Alerian MLP ETF in 2014 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 180 increasing their positions, 94 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+54
Holders Change %
+15%
% of All Funds
11.05%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.77%
New
100
Increased
180
Reduced
94
Closed
40
Calls
$23.3M
Puts
$19.1M
Net Calls
+$4.18M
Net Calls Change
+$21.6M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$220M
2
Comerica Bank
2
Comerica Bank
Texas
$62.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$625M
4
Wells Fargo
4
Wells Fargo
California
$270M
5
Citigroup
5
Citigroup
New York
$49.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$180M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$0
3
HNB
3
Huntington National Bank
Ohio
$48.8M
4
PWM
4
ParenteBeard Wealth Management
Pennsylvania
$501K
5
B
5
Baird
Wisconsin
$8.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
301
Synovus Financial
Georgia
$305K +$47.3K +540 +18%
JIP
302
Jaffetilchin Investment Partners
Florida
$296K -$3.33K -38 -1%
SS
303
Simplicity Solutions
Minnesota
$296K +$296K +3,379 New
VNB
304
Valley National Bancorp
New York
$294K +$4.12K +47 +1%
DCM
305
Delta Capital Management
New Jersey
$291K +$47.3K +540 +19%
CCB
306
Cutter & Co Brokerage
Missouri
$287K +$17.1K +195 +6%
AP
307
Atwood & Palmer
Missouri
$284K -$11.2M -127,678 -98%
SHA
308
Smith Hayes Advisers
Nebraska
$280K +$280K +3,200 New
IAA
309
Ironsides Asset Advisors
North Carolina
$279K – – –
MIAN
310
Mariner Independent Advisor Network
Kansas
$274K +$15.3K +175 +6%
BWFM
311
Bridgewater Wealth & Financial Management
Maryland
$274K +$274K +3,131 New
Northern Trust
312
Northern Trust
Illinois
$273K -$1.6M -18,306 -85%
NFG
313
Next Financial Group
Texas
$271K -$548K -6,249 -67%
BCA
314
Bernzott Capital Advisors
California
$271K – – –
WPW
315
Waldron Private Wealth
Pennsylvania
$264K +$264K +3,012 New
SCM
316
Sterneck Capital Management
Missouri
$263K – – –
WSFS
317
Wilmington Savings Fund Society
Delaware
$259K +$28K +320 +12%
BW
318
Bison Wealth
Georgia
$258K +$258K +2,941 New
MDCM
319
Morgan Dempsey Capital Management
Wisconsin
$256K +$101K +1,152 +65%
Jane Street
320
Jane Street
New York
$250K +$250K +2,854 New
SAS
321
Stelac Advisory Services
New York
$249K +$249K +2,840 New
SFM
322
Signet Financial Management
New Jersey
$248K +$248K +2,830 New
IP
323
Investment Partners
Ohio
$246K +$246K +2,804 New
AA
324
Ancora Advisors
Ohio
$245K – – –
I2I
325
Insight 2811 Inc
Illinois
$241K -$964K -11,015 -80%
11 12
13
14 15