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Alerian MLP ETF
AMLP

320 hedge funds and large institutions have $4B invested in Alerian MLP ETF in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 170 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 75

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

57% more capital invested

Capital invested by funds: $2.55B → $4B (+$1.45B)

5% more funds holding in top 10

Funds holding in top 10: 22 → 23 (+1)

4% more funds holding

Funds holding: 307 → 320 (+13)

0.19% less ownership

Funds ownership: 7.83% → 7.64% (-0.19%)

99% less call options, than puts

Call options by funds: $27K | Put options by funds: $2.42M

Holders
320
Holders Change
+13
Holders Change %
+4.23%
% of All Funds
10.38%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.75%
New
36
Increased
170
Reduced
75
Closed
20
Calls
$27K
Puts
$2.42M
Net Calls
-$2.4M
Net Calls Change
+$20.9M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$28.7M
2
Bank of America
Bank of America
North Carolina
+$22.9M
3
Goldman Sachs
Goldman Sachs
New York
+$21.8M
4
T
Thomaspartners
Massachusetts
+$19.2M
5
Wells Fargo
Wells Fargo
California
+$13.7M

Top Sellers

1
ACM
Archer Capital Management
New York
-$23.8M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$19.3M
3
Morgan Stanley
Morgan Stanley
New York
-$19.1M
4
BCI
Brinker Capital Investments
Pennsylvania
-$15.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$9.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC World Market
326
CIBC World Market
Ontario, Canada
– -$2.23M -25,000 Closed
OFG
327
OTA Financial Group
New York
– -$1.68M -18,867 Closed
V
328
Veritable
Delaware
– -$893K -10,000 Closed
RIG
329
RiverFront Investment Group
Virginia
– -$430K -4,823 Closed
SCM
330
Stuyvesant Capital Management
New York
– -$378K -4,240 Closed
PWLP
331
Prio Wealth Limited Partnership
Massachusetts
– -$329K -3,690 Closed
CBN
332
Cadence Bank NA
Texas
– -$299K -3,342 Closed
AIP
333
Ameritas Investment Partners
Nebraska
– -$259K -2,902 Closed
MSS
334
Mitchell Sinkler & Starr
Pennsylvania
– -$221K -2,480 Closed
TAM
335
Taurus Asset Management
New York
– -$191K -2,140 Closed
FAAM
336
First Allied Asset Management
California
– -$189K -2,116 Closed
CCT
337
Capital City Trust
Florida
– -$6K -70 Closed
AF
338
Arrow Financial
New York
– -$6K -64 Closed
FMT
339
First Mercantile Trust
Tennessee
– -$4K -50 Closed
BBHC
340
Brown Brothers Harriman & Co
New York
– -$2K -20 Closed
First Manhattan
341
First Manhattan
New York
– +$882 +10 New
10 11 12 13
14

AMLP Hedge Fund Activity: Q3 2013 in Review

320 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2013, worth a combined $4B — up 57% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AMLP positions and 20 closed out — a net gain of 16 holders — while 170 added to existing stakes and 75 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $28.7M. The largest seller was Archer Capital Management, exiting entirely with an estimated $23.8M sold.

  • 320 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2013, up from 307 in Q2 2013.
  • Funds reported $4B of Alerian MLP ETF stock for Q3 2013, up 57% quarter-over-quarter.
  • 36 funds opened new Alerian MLP ETF positions in Q3 2013 and 20 closed out, a net change of +16 holders.
  • The largest Alerian MLP ETF buyer in Q3 2013 was Bank of New York Mellon, an estimated $28.7M added.
  • The largest Alerian MLP ETF seller in Q3 2013 was Archer Capital Management, an estimated $23.8M sold.

Based on aggregated 13F filings for Q3 2013.