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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
ME
351
McIlrath & Eck
Washington
$30K
BC
352
Barnett & Company
Tennessee
$30K +$28.8K +1,200 New
DOA
353
D'Orazio & Associates
Virginia
$29K
CFA
354
Carroll Financial Associates
North Carolina
$27K
JIR
355
James Investment Research
Ohio
$26K +$24K +1,000 New
GEA
356
Glen Eagle Advisors
New Jersey
$23.1K
PMFA
357
Plante Moran Financial Advisors
Michigan
$21K -$112K -4,674 -85%
CFD
358
Creative Financial Designs
Indiana
$21K -$4.81K -200 -20%
PFGIA
359
Patriot Financial Group Insurance Agency
Massachusetts
$21K
IFAM
360
Institutional & Family Asset Management
Colorado
$21K +$577 +24 +3%
MF
361
Manchester Financial
California
$21K +$6.39K +266 +48%
CAAS
362
Capital Asset Advisory Services
Michigan
$20K +$18.4K +767 New
AWG
363
Altus Wealth Group
Colorado
$20K +$19K +791 New
SIM
364
Sonora Investment Management
Arizona
$19K
CCC
365
Crescent Capital Consulting
Louisiana
$19K +$17.8K +740 New
BFG
366
Baron Financial Group
New Jersey
$18.8K -$841 -35 -5%
Fifth Third Bancorp
367
Fifth Third Bancorp
Ohio
$17K -$10.9K -453 -40%
TWM
368
Tradition Wealth Management
Minnesota
$17K +$15.9K +662 New
IAS
369
IMA Advisory Services
Colorado
$16K
LS
370
Leelyn Smith
Illinois
$16K +$15.3K +636 New
FPW
371
Flagship Private Wealth
Massachusetts
$15.8K +$14.2K +590 New
TRCT
372
Tower Research Capital (TRC)
New York
$15K +$2.14K +89 +18%
CTC
373
Central Trust Company
Missouri
$14K
AWM
374
Atticus Wealth Management
Florida
$13K -$19.2K -800 -62%
CWC
375
Carolinas Wealth Consulting
North Carolina
$13K +$336 +14 +3%

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.