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Alerian MLP ETF

429 hedge funds and large institutions have $1.91B invested in Alerian MLP ETF in 2020 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 122 increasing their positions, 129 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 36

44% more capital invested

Capital invested by funds: $1.32B → $1.91B (+$586M)

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

20% more funds holding

Funds holding: 357429 (+72)

1.7% more ownership

Funds ownership: 44.16%45.86% (+1.7%)

5% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 129

14% less call options, than puts

Call options by funds: $94.7M | Put options by funds: $110M

Holders
429
Holders Change
+72
Holders Change %
+20.17%
% of All Funds
7.59%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
113
Increased
122
Reduced
129
Closed
36
Calls
$94.7M
Puts
$110M
Net Calls
-$15.6M
Net Calls Change
+$25.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
326
tru Independence
Oregon
$77K +$72.1K +3,000 New
KCM
327
Kathmere Capital Management
Pennsylvania
$76K
CBT
328
Central Bank & Trust
Kentucky
$75K -$141K -5,866 -67%
NFSG
329
Newbridge Financial Services Group
Florida
$64K -$9.61K -400 -14%
NFG
330
Next Financial Group
Texas
$61K
WTC
331
WhitTier Trust Company
Nevada
$60K -$168K -7,000 -75%
CC
332
Cassaday & Co
Virginia
$56K -$5K -208 -9%
AFG
333
Albion Financial Group
Utah
$54K +$50.8K +2,116 New
Fidelity Investments
334
Fidelity Investments
Massachusetts
$53K -$9.83K -409 -16%
OIM
335
Oder Investment Management
California
$52K +$48.5K +2,017 New
AWA
336
Arkadios Wealth Advisors
Georgia
$51K +$5.05K +210 +12%
CHA
337
Carmichael Hill & Associates
Maryland
$50K +$7.64K +318 +20%
RCA
338
Ranch Capital Advisors
Florida
$45K
OIA
339
Optimum Investment Advisors
Illinois
$42K -$30.2K -1,258 -43%
CFGS
340
Concourse Financial Group Securities
Alabama
$41K -$3.85K -160 -9%
JCM
341
Jacobi Capital Management
Pennsylvania
$40K +$2.93K +122 +9%
MRCM
342
M&R Capital Management
New Jersey
$39K
HCP
343
Hexagon Capital Partners
Arkansas
$37K +$601 +25 +2%
Bessemer Group
344
Bessemer Group
New Jersey
$37K +$10.7K +447 +45%
KPCM
345
Kings Point Capital Management
New York
$34K -$321K -13,338 -91%
AL
346
ADE LLC
Maryland
$34K +$31.4K +1,308 New
US Bancorp
347
US Bancorp
Minnesota
$33K -$48.2K -2,005 -60%
EP
348
Eudaimonia Partners
Tennessee
$32K
AA
349
Ancora Advisors
Ohio
$31K +$12K +500 +71%
MPWT
350
MassMutual Private Wealth & Trust
Connecticut
$30K

AMLP Hedge Fund Activity: Q4 2020 in Review

429 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2020, worth a combined $1.91B — up 44% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new AMLP positions and 36 closed out — a net gain of 77 holders — while 122 added to existing stakes and 129 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $46M. The largest seller was Wells Fargo, cutting an estimated $20M.

  • 429 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2020, up from 357 in Q3 2020.
  • Funds reported $1.91B of Alerian MLP ETF stock for Q4 2020, up 44% quarter-over-quarter.
  • 113 funds opened new Alerian MLP ETF positions in Q4 2020 and 36 closed out, a net change of +77 holders.
  • The largest Alerian MLP ETF buyer in Q4 2020 was Goldman Sachs, an estimated $46M added.
  • The largest Alerian MLP ETF seller in Q4 2020 was Wells Fargo, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2020.