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Alerian MLP ETF

524 hedge funds and large institutions have $4.72B invested in Alerian MLP ETF in 2017 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 196 increasing their positions, 200 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 48

3% more capital invested

Capital invested by funds: $4.57B → $4.72B (+$144M)

0.38% more ownership

Funds ownership: 8.99%9.36% (+0.38%)

0% less funds holding

Funds holding: 526524 (-2)

2% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 200

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

14% less call options, than puts

Call options by funds: $59.2M | Put options by funds: $68.7M

Holders
524
Holders Change
-2
Holders Change %
-0.38%
% of All Funds
13.06%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.6%
New
52
Increased
196
Reduced
200
Closed
48
Calls
$59.2M
Puts
$68.7M
Net Calls
-$9.53M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MHI
301
Miller Howard Investments
New York
$434K +$442K +7,734 New
BAM
302
Belpointe Asset Management
Nevada
$433K +$441K +7,717 New
CCG
303
Chatham Capital Group
Georgia
$429K
APP
304
Avantax Planning Partners
Iowa
$428K -$47.6K -832 -10%
OCM
305
Oakview Capital Management
Texas
$421K +$429K +7,504 New
LNC
306
Lincoln National Corp
Pennsylvania
$418K +$97.7K +1,708 +30%
IIC
307
Ironwood Investment Counsel
Arizona
$417K -$29.5K -516 -6%
JWBC
308
J.W. Burns & Co
New York
$412K -$2.06K -36 -0.5%
KeyBank National Association
309
KeyBank National Association
Ohio
$411K +$79.3K +1,387 +23%
ACP
310
Aveo Capital Partners
Colorado
$401K -$3.37K -59 -0.8%
OC
311
Oarsman Capital
Wisconsin
$392K +$23.1K +404 +6%
SJIC
312
St. James Investment Company
Texas
$385K -$65.2K -1,141 -14%
DCM
313
Dimension Capital Management
Florida
$385K
PNC
314
Park National Corp
Ohio
$383K +$6.69K +117 +2%
ECM
315
Elgethun Capital Management
South Dakota
$383K +$15.3K +268 +4%
IAS
316
IMA Advisory Services
Colorado
$379K -$906K -15,846 -70%
Northern Trust
317
Northern Trust
Illinois
$375K -$18.7K -327 -5%
AC
318
Addison Capital
Pennsylvania
$372K +$2.97K +52 +0.8%
OIA
319
Optimum Investment Advisors
Illinois
$371K +$114 +2 +0%
SXL
320
Summit X LLC
Missouri
$370K -$36.6K -640 -9%
HCM
321
Hollencrest Capital Management
California
$369K +$343 +6 +0.1%
CFA
322
Capstone Financial Advisors
Illinois
$366K +$51.2K +895 +16%
Brown Advisory
323
Brown Advisory
Maryland
$361K +$22.9K +400 +7%
EWM
324
Evercore Wealth Management
New York
$352K
GEA
325
Glen Eagle Advisors
New Jersey
$351K +$236K +4,127 +193%

AMLP Hedge Fund Activity: Q3 2017 in Review

524 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2017, worth a combined $4.72B — up 3.1% from $4.57B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new AMLP positions and 48 closed out — a net gain of 4 holders — while 196 added to existing stakes and 200 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $322M. The largest seller was MML Investors Services, cutting an estimated $33.3M.

  • 524 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2017, down from 526 in Q2 2017.
  • Funds reported $4.72B of Alerian MLP ETF stock for Q3 2017, up 3.1% quarter-over-quarter.
  • 52 funds opened new Alerian MLP ETF positions in Q3 2017 and 48 closed out, a net change of +4 holders.
  • The largest Alerian MLP ETF buyer in Q3 2017 was Goldman Sachs, an estimated $322M added.
  • The largest Alerian MLP ETF seller in Q3 2017 was MML Investors Services, an estimated $33.3M sold.

Based on aggregated 13F filings for Q3 2017.