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Alerian MLP ETF

414 hedge funds and large institutions have $5.38B invested in Alerian MLP ETF in 2014 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 180 increasing their positions, 94 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+54
Holders Change %
+15%
% of All Funds
11.05%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.77%
New
100
Increased
180
Reduced
94
Closed
40
Calls
$23.3M
Puts
$19.1M
Net Calls
+$4.18M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Shares
Change %
PMFA
376
Plante Moran Financial Advisors
Michigan
$57K +$7.44K +85 +15%
BIM
377
BlackRock Investment Management
Delaware
$56K -$132K -1,497 -70%
WA
378
WealthTrust-Arizona
Arizona
$54K
BCM
379
Blume Capital Management
California
$53K +$53K +600 New
BC
380
Bartlett & Co
Ohio
$50K
ST
381
Spot Trading
Illinois
$48K +$48K +550 New
CFA
382
Carroll Financial Associates
North Carolina
$42K -$14.5K -166 -26%
SIA
383
Stancorp Investment Advisers
Oregon
$41K +$41K +470 New
KT
384
Kanaly Trust
Texas
$35K
CHC
385
City Holding Co
West Virginia
$35K +$35K +395 New
BBHC
386
Brown Brothers Harriman & Co
New York
$34K
TCOV
387
Trust Company of Vermont
Vermont
$32K +$26.6K +303 +489%
SAM
388
Solaris Asset Management
New York
$28K +$28K +324 New
AA
389
AlphaMark Advisors
Kentucky
$26K
SIG
390
Stanford Investment Group
California
$26K +$26K +300 New
GT
391
Glenmede Trust
Pennsylvania
$24K
CPA
392
Cowen Prime Advisors
New York
$22K +$265 +3 +1%
LFR
393
Lehman Financial Resources
Pennsylvania
$20K
LNB
394
Ledyard National Bank
$19K -$5.18K -60 -21%
SFWA
395
Summit Financial Wealth Advisors
Louisiana
$19K +$19K +220 New
SC
396
Searle & Co
Connecticut
$19K +$19K +220 New
Bessemer Group
397
Bessemer Group
New Jersey
$18K -$90K -1,000 -83%
GGPS
398
Gary Goldberg Planning Services
New York
$11K +$11K +124 New
Northwestern Mutual Wealth Management
399
Northwestern Mutual Wealth Management
Wisconsin
$8K -$2.29K -26 -22%
LWA
400
Lowe Wealth Advisors
Maryland
$8K +$8K +88 New