We are live on ! Find out more
AMLP icon

Alerian MLP ETF

461 hedge funds and large institutions have $3.52B invested in Alerian MLP ETF in 2015 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 159 increasing their positions, 151 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

274% more call options, than puts

Call options by funds: $92.3M | Put options by funds: $24.7M

88% more funds holding in top 10

Funds holding in top 10: 1630 (+14)

82% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 65

18% more capital invested

Capital invested by funds: $2.99B → $3.52B (+$527M)

12% more funds holding

Funds holding: 412461 (+49)

5% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 151

0.73% more ownership

Funds ownership: 8.46%9.19% (+0.73%)

Holders
461
Holders Change
+49
Holders Change %
+11.89%
% of All Funds
12.09%
Holding in Top 10
30
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+87.5%
% of All Funds
0.79%
New
118
Increased
159
Reduced
151
Closed
65
Calls
$92.3M
Puts
$24.7M
Net Calls
+$67.6M
Net Calls Change
+$25M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
301
Fidelity International
Bermuda
$418K +$435K +6,945 New
Bank of Montreal
302
Bank of Montreal
Ontario, Canada
$410K -$31.7K -506 -7%
BRWA
303
B. Riley Wealth Advisors
Florida
$400K +$81.3K +1,300 +24%
Cetera Investment Advisers
304
Cetera Investment Advisers
Illinois
$398K +$418K +6,675 New
SFSIG
305
San Francisco Sentry Investment Group
California
$396K -$62.4K -997 -13%
Natixis Advisors
306
Natixis Advisors
Massachusetts
$396K +$411K +6,571 New
FWP
307
FAS Wealth Partners
Kansas
$395K -$297K -4,739 -42%
CL
308
Choreo LLC
Illinois
$395K +$4.82K +77 +1%
HFS
309
HL Financial Services
Kentucky
$390K -$117K -1,876 -22%
SS
310
Simplicity Solutions
Minnesota
$386K +$401K +6,401 New
1GA
311
1st Global Advisors
Texas
$381K
PCM
312
Prelude Capital Management
New York
$381K +$396K +6,331 New
GW
313
GW & Wade
Massachusetts
$378K +$392K +6,267 New
IWMPD
314
Integrated Wealth Management (Palm Desert)
California
$376K -$148K -2,373 -28%
FMC
315
First Merchants Corp
Indiana
$376K
BOTW
316
Bank of the West
California
$365K +$131K +2,100 +53%
Franklin Resources
317
Franklin Resources
California
$363K -$87.6K -1,400 -19%
DCM
318
Delta Capital Management
New Jersey
$354K +$10K +160 +3%
DG
319
Davidson & Garrard
Virginia
$348K -$76.3K -1,220 -17%
JA
320
JOYN Advisors
Georgia
$346K +$26.9K +430 +8%
GHAM
321
Gilman Hill Asset Management
Connecticut
$333K +$346K +5,528 New
SWM
322
SVA Wealth Management
Wisconsin
$327K -$10.3K -165 -3%
SBIA
323
Sheaff Brock Investment Advisors
Indiana
$323K +$336K +5,362 New
EAMA
324
EFG Asset Management (Americas)
Florida
$321K +$24.2K +386 +8%
BRF
325
B. Riley Financial
California
$320K +$332K +5,310 New

AMLP Hedge Fund Activity: Q4 2015 in Review

461 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2015, worth a combined $3.52B — up 18% from $2.99B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new AMLP positions and 65 closed out — a net gain of 53 holders — while 159 added to existing stakes and 151 trimmed.

The largest buyer was Citigroup, adding an estimated $176M. The largest seller was Goldman Sachs, cutting an estimated $83M.

  • 461 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2015, up from 412 in Q3 2015.
  • Funds reported $3.52B of Alerian MLP ETF stock for Q4 2015, up 18% quarter-over-quarter.
  • 118 funds opened new Alerian MLP ETF positions in Q4 2015 and 65 closed out, a net change of +53 holders.
  • The largest Alerian MLP ETF buyer in Q4 2015 was Citigroup, an estimated $176M added.
  • The largest Alerian MLP ETF seller in Q4 2015 was Goldman Sachs, an estimated $83M sold.

Based on aggregated 13F filings for Q4 2015.