AMLP icon

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 %
IH
326
IFC Holdings
Florida
$241K +$6.93K +78 +3%
FFA
327
First Foundation Advisors
California
$241K +$241K +2,751 New
BG
328
Bollard Group
Massachusetts
$239K +$3.59K +41 +2%
BCM
329
Beck Capital Management
Texas
$238K -$438 -5 -0.2%
DDC
330
Daniel Devine & Co
Florida
$238K +$238K +2,716 New
NFC
331
Northeast Financial Consultants
Connecticut
$236K – – –
ACM
332
Argentus Capital Management
Texas
$234K +$234K +2,675 New
BFG
333
Beacon Financial Group
Texas
$229K +$229K +2,599 New
RMC
334
Regis Management Company
California
$226K – – –
CAM
335
Capstone Asset Management
Texas
$214K +$3.34K +38 +2%
DWT
336
Dorsey & Whitney Trust
South Dakota
$212K – – –
Franklin Resources
337
Franklin Resources
California
$210K +$21K +240 +11%
RVP
338
Relative Value Partners
Illinois
$208K – – –
KWMG
339
King Wealth Management Group
Florida
$207K +$207K +2,360 New
MCM
340
Marathon Capital Management
Maryland
$201K – – –
OCG
341
Opus Capital Group
Ohio
$201K +$201K +2,295 New
PAS
342
Partnervest Advisory Services
California
$200K +$1.67K +19 +0.8%
SE
343
Summit Equities
New Jersey
$200K +$200K +2,324 New
DIA
344
Denver Investment Advisors
Colorado
$199K +$5.26K +60 +3%
CPSAC
345
Chas P. Smith & Associates (CPS)
Florida
$198K – – –
FM
346
Family Management
New York
$193K – – –
FNBTCON
347
First National Bank & Trust Co of Newtown
Pennsylvania
$192K +$192K +2,190 New
MAM
348
Meeder Asset Management
Ohio
$192K +$192K +2,192 New
BC
349
Banced Corp
Illinois
$187K +$187K +2,139 New
CCM
350
Crossvault Capital Management
Texas
$184K +$9.1K +104 +5%
12 13
14
15 16