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Alerian MLP ETF

679 hedge funds and large institutions have $3.8B invested in Alerian MLP ETF in 2019 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 196 increasing their positions, 245 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 88

72% more call options, than puts

Call options by funds: $124M | Put options by funds: $72.1M

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

11% more funds holding

Funds holding: 613679 (+66)

0.2% more ownership

Funds ownership: 9.36%9.56% (+0.2%)

1% less capital invested

Capital invested by funds: $3.83B → $3.8B (-$23.6M)

20% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 245

Holders
679
Holders Change
+66
Holders Change %
+10.77%
% of All Funds
13.38%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.49%
New
163
Increased
196
Reduced
245
Closed
88
Calls
$124M
Puts
$72.1M
Net Calls
+$52.2M
Net Calls Change
+$74.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RT
351
Rockland Trust
Massachusetts
$409K +$404K +9,617 New
JG
352
Jefferies Group
New York
$407K -$824K -19,625 -67%
FT
353
Fiduciary Trust
Massachusetts
$406K -$329K -7,847 -45%
CCM
354
Cinctive Capital Management
New York
$403K +$398K +9,480 New
PIA
355
Powell Investment Advisors
Florida
$403K +$398K +9,492 New
CIBC Private Wealth Group
356
CIBC Private Wealth Group
Georgia
$401K -$502K -11,962 -56%
SCA
357
Stonebridge Capital Advisors
Minnesota
$398K -$76K -1,810 -16%
FAM
358
Formidable Asset Management
Ohio
$388K +$189K +4,513 +99%
FIA
359
FNY Investment Advisers
New York
$386K +$382K +9,096 New
LWA
360
Lenox Wealth Advisors
New York
$384K +$275K +6,544 +263%
EM
361
ELCO Management
New York
$381K +$376K +8,960 New
ICM
362
Islay Capital Management
Texas
$379K +$374K +8,913 New
PT
363
Plimoth Trust
Massachusetts
$376K -$44.5K -1,060 -11%
MIM
364
Moseley Investment Management
Florida
$374K -$132K -3,136 -26%
TFCP
365
Twin Focus Capital Partners
Massachusetts
$373K -$6.16M -146,768 -94%
CAN
366
Claraphi Advisory Network
United States
$371K -$36.8K -876 -9%
PWMAG
367
Pinnacle Wealth Management Advisory Group
New Jersey
$369K +$61.9K +1,475 +20%
DAS
368
Dynamic Advisor Solutions
Arizona
$369K +$106K +2,515 +41%
LNC
369
Lincoln National Corp
Pennsylvania
$368K +$18.6K +443 +5%
GFS
370
GYL Financial Synergies
Connecticut
$367K -$120K -2,849 -25%
ACM
371
Ategra Capital Management
Virginia
$363K -$7.85K -187 -2%
PA
372
PSI Advisors
Florida
$363K +$359K +8,543 New
CFA
373
Cahill Financial Advisors
Minnesota
$360K +$23.1K +550 +7%
IFAM
374
Institutional & Family Asset Management
Colorado
$358K +$323K +7,698 +1,065%
TW
375
TrinityPoint Wealth
Connecticut
$354K -$26.2K -625 -7%

AMLP Hedge Fund Activity: Q4 2019 in Review

679 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2019, worth a combined $3.8B — down 0.62% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new AMLP positions and 88 closed out — a net gain of 75 holders — while 196 added to existing stakes and 245 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $204M. The largest seller was Royal Bank of Canada, cutting an estimated $110M.

  • 679 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2019, up from 613 in Q3 2019.
  • Funds reported $3.8B of Alerian MLP ETF stock for Q4 2019, down 0.62% quarter-over-quarter.
  • 163 funds opened new Alerian MLP ETF positions in Q4 2019 and 88 closed out, a net change of +75 holders.
  • The largest Alerian MLP ETF buyer in Q4 2019 was Goldman Sachs, an estimated $204M added.
  • The largest Alerian MLP ETF seller in Q4 2019 was Royal Bank of Canada, an estimated $110M sold.

Based on aggregated 13F filings for Q4 2019.