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Alerian MLP ETF
AMLP

Overview Fund Activity

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

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$386M
2
Goldman Sachs
2
Goldman Sachs
New York
$108M
3
T
3
Thomaspartners
Massachusetts
$54.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$21.1M
5
U
5
UBS
Switzerland
$142M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$6.56M
2
HNB
2
Huntington National Bank
Ohio
$40M
3
IT
3
Investors Trust
Texas
$10.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$462M
5
DSAM
5
Dock Street Asset Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
326
Financial Management Professionals
Texas
$27K – – –
MAS
327
Madden Advisory Services
Florida
$27K +$27K +309 New
Bessemer Group
328
Bessemer Group
New Jersey
$25K +$7.27K +82 +41%
CEMP
329
Compass Efficient Model Portfolios
Tennessee
$24K +$88 +1 +0.4%
SHWM
330
Smith & Howard Wealth Management
Georgia
$22K – – –
LFR
331
Lehman Financial Resources
Pennsylvania
$20K – – –
CFA
332
Carroll Financial Associates
North Carolina
$19K -$20K -232 -51%
BIM
333
BlackRock Investment Management
Delaware
$18K – – –
IFWM
334
Institute for Wealth Management
Colorado
$14K – – –
BAM
335
Brave Asset Management
New Jersey
$11K +$11K +125 New
AA
336
Apriem Advisors
California
$10K +$550 +6 +6%
ST
337
Spot Trading
Illinois
$10K +$10K +117 New
BPBT
338
Boston Private Bank & Trust
Massachusetts
$5K – – –
NMIS
339
Northwestern Mutual Investment Services
Wisconsin
$5K +$5K +51 New
NHFG
340
New Harbor Financial Group
Massachusetts
$5K +$5K +60 New
DBT
341
Dubuque Bank & Trust
Iowa
$4K – – –
DSC
342
Duncker Streett & Co
Missouri
$4K +$4K +50 New
VIA
343
Vantage Investment Advisors
Pennsylvania
$1K +$1K +10 New
DIA
344
Denver Investment Advisors
Colorado
$208 – – –
DSAM
345
Dock Street Asset Management
Florida
– -$9.42M -107,091 Closed
VKH
346
Virtu KCG Holdings
New York
– -$5.26M -59,826 Closed
TAM
347
Tocqueville Asset Management
New York
– -$4.7M -53,430 Closed
I2I
348
Insight 2811 Inc
Illinois
– -$1.13M -12,867 Closed
ACM
349
Avalon Capital Management
California
– -$1.11M -12,570 Closed
AWA
350
AmeriServ Wealth Advisors
Pennsylvania
– -$927K -10,542 Closed
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