We are live on ! Find out more
AMLP icon

Alerian MLP ETF

505 hedge funds and large institutions have $4.37B invested in Alerian MLP ETF in 2016 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 201 increasing their positions, 126 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 47

75% more call options, than puts

Call options by funds: $43.4M | Put options by funds: $24.9M

60% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 126

12% more capital invested

Capital invested by funds: $3.89B → $4.37B (+$479M)

11% more funds holding

Funds holding: 454505 (+51)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

0.14% more ownership

Funds ownership: 8.71%8.85% (+0.14%)

Holders
505
Holders Change
+51
Holders Change %
+11.23%
% of All Funds
12.63%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.72%
New
106
Increased
201
Reduced
126
Closed
47
Calls
$43.4M
Puts
$24.9M
Net Calls
+$18.5M
Net Calls Change
+$9.33M
Name Holding Trade Value Shares
Change
Change in
Stake
IWMPD
351
Integrated Wealth Management (Palm Desert)
California
$264K +$54.6K +884 +27%
PO
352
Private Ocean
California
$261K
SI
353
SII Investments
Wisconsin
$256K +$10.3K +166 +4%
NSIM
354
North Star Investment Management
Illinois
$255K -$12K -195 -5%
SI
355
Sprott Inc
Ontario, Canada
$254K +$26.4K +427 +12%
Susquehanna International Group
356
Susquehanna International Group
Pennsylvania
$250K +$245K +3,964 New
AA
357
Apriem Advisors
California
$247K +$84K +1,360 +53%
Calamos Advisors
358
Calamos Advisors
Illinois
$237K +$233K +3,769 New
CHJWM
359
Carlton Hofferkamp & Jenks Wealth Management
Texas
$220K
LCS
360
Levin Capital Strategies
New York
$220K
CC
361
Cognios Capital
Kansas
$218K +$31.8K +515 +17%
HSA
362
HBK Sorce Advisory
Pennsylvania
$217K +$8.71K +141 +4%
RWMH
363
Riverpoint Wealth Management Holdings
Illinois
$216K +$209K +3,386 New
LWAC
364
Laurel Wealth Advisors (California)
California
$213K -$81.6K -1,321 -28%
CIAS
365
Capital Investment Advisory Services
North Carolina
$213K +$209K +3,383 New
IAA
366
Ironsides Asset Advisors
North Carolina
$209K
DSC
367
Duncker Streett & Co
Missouri
$209K +$1.24K +20 +0.6%
Franklin Resources
368
Franklin Resources
California
$207K -$145K -2,345 -42%
BRF
369
B. Riley Financial
California
$198K -$95.7K -1,549 -33%
IT
370
Independence Trust
Tennessee
$198K
SWM
371
SVA Wealth Management
Wisconsin
$197K +$37.1K +600 +24%
PMFA
372
Plante Moran Financial Advisors
Michigan
$195K -$32.1K -520 -14%
CG
373
Cutler Group
California
$192K -$95.9K -1,552 -34%
AOWM
374
Alpha Omega Wealth Management
Virginia
$192K +$188K +3,050 New
BCM
375
BTR Capital Management
California
$190K

AMLP Hedge Fund Activity: Q4 2016 in Review

505 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2016, worth a combined $4.37B — up 12% from $3.89B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new AMLP positions and 47 closed out — a net gain of 59 holders — while 201 added to existing stakes and 126 trimmed.

The largest buyer was Bank of America, adding an estimated $81.7M. The largest seller was Magnetar Financial, exiting entirely with an estimated $15.6M sold.

  • 505 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2016, up from 454 in Q3 2016.
  • Funds reported $4.37B of Alerian MLP ETF stock for Q4 2016, up 12% quarter-over-quarter.
  • 106 funds opened new Alerian MLP ETF positions in Q4 2016 and 47 closed out, a net change of +59 holders.
  • The largest Alerian MLP ETF buyer in Q4 2016 was Bank of America, an estimated $81.7M added.
  • The largest Alerian MLP ETF seller in Q4 2016 was Magnetar Financial, an estimated $15.6M sold.

Based on aggregated 13F filings for Q4 2016.