We are live on ! Find out more
AMLP icon

Alerian MLP ETF

608 hedge funds and large institutions have $4.25B invested in Alerian MLP ETF in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 225 increasing their positions, 221 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $33.7M | Put options by funds: $29.7M

2% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 221

0.38% more ownership

Funds ownership: 9.81%10.18% (+0.38%)

1% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 82

2% less funds holding

Funds holding: 618608 (-10)

15% less capital invested

Capital invested by funds: $5B → $4.25B (-$757M)

38% less funds holding in top 10

Funds holding in top 10: 2415 (-9)

Holders
608
Holders Change
-10
Holders Change %
-1.62%
% of All Funds
13.94%
Holding in Top 10
15
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-37.5%
% of All Funds
0.34%
New
81
Increased
225
Reduced
221
Closed
82
Calls
$33.7M
Puts
$29.7M
Net Calls
+$3.93M
Net Calls Change
-$50.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
351
Rothschild Investment LLC
Illinois
$290K +$189K +3,540 +133%
KSA
352
Ken Stern & Associates
California
$288K +$38K +710 +13%
BFEC
353
Benjamin F. Edwards & Company
Missouri
$286K -$99.4K -1,860 -23%
BA
354
Ballew Advisors
Mississippi
$286K +$47.7K +892 +17%
GAG
355
GM Advisory Group
New York
$285K
DP
356
Dearborn Partners
Illinois
$285K +$130K +2,441 +67%
Lazard Asset Management
357
Lazard Asset Management
New York
$281K
AP
358
Atwood & Palmer
Missouri
$278K -$8.28M -154,804 -96%
LNC
359
Lincoln National Corp
Pennsylvania
$278K -$401K -7,500 -56%
Simplex Trading
360
Simplex Trading
Illinois
$278K +$120K +2,254 +61%
GRP
361
Global Retirement Partners
California
$276K +$1.87K +35 +0.6%
AWA
362
Arete Wealth Advisors
Illinois
$275K +$171K +3,200 +120%
CC
363
Chicago Capital
Illinois
$270K +$308K +5,766 New
BC
364
Banced Corp
Illinois
$266K -$374 -7 -0.1%
BCM
365
Baltimore Capital Management
Maryland
$264K -$7.48K -140 -2%
MSAM
366
Moloney Securities Asset Management
Missouri
$258K -$408K -7,633 -58%
FAIM
367
Financial Advocates Investment Management
Washington
$255K -$74.2K -1,388 -20%
GBA
368
Garrison Bradford & Associates
New York
$255K
CB
369
Community Bank
New York
$253K -$69.8K -1,306 -19%
FG
370
Fiduciary Group
Georgia
$252K
MFW
371
Mosaic Family Wealth
Missouri
$251K -$21.2K -397 -7%
SAM
372
Silvercrest Asset Management
New York
$249K -$26.9K -503 -9%
FHA
373
Flagship Harbor Advisors
Massachusetts
$246K -$391K -7,305 -58%
PWMAG
374
Pinnacle Wealth Management Advisory Group
New Jersey
$245K +$34K +636 +14%
DW
375
Domani Wealth
Pennsylvania
$241K -$258K -4,825 -48%

AMLP Hedge Fund Activity: Q1 2018 in Review

608 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2018, worth a combined $4.25B — down 15% from $5B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of AMLP and 81 opened new positions — a net loss of 1 holder — while 221 trimmed existing stakes and 225 added.

The largest buyer was Morgan Stanley, adding an estimated $222M. The largest seller was Goldman Sachs, cutting an estimated $154M.

  • 608 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2018, down from 618 in Q4 2017.
  • Funds reported $4.25B of Alerian MLP ETF stock for Q1 2018, down 15% quarter-over-quarter.
  • 81 funds opened new Alerian MLP ETF positions in Q1 2018 and 82 closed out, a net change of -1 holder.
  • The largest Alerian MLP ETF buyer in Q1 2018 was Morgan Stanley, an estimated $222M added.
  • The largest Alerian MLP ETF seller in Q1 2018 was Goldman Sachs, an estimated $154M sold.

Based on aggregated 13F filings for Q1 2018.