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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
CMBA
376
C.M. Bidwell & Associates
Hawaii
$11K
POIA
377
Pin Oak Investment Advisors
Texas
$11K
AW
378
Avion Wealth
Texas
$10K
LF
379
Lee Financial
Texas
$10K
TFS
380
TrustCore Financial Services
Tennessee
$10K
RA
381
Reby Advisors
Connecticut
$10K +$9.61K +400 New
AIP
382
Ameritas Investment Partners
Nebraska
$9K
JPLA
383
Joseph P. Lucia & Associates
New York
$9K +$8.55K +356 New
BFEC
384
Benjamin F. Edwards & Company
Missouri
$8K
BC
385
Bartlett & Co
Ohio
$7K
FHA
386
First Horizon Advisors
Tennessee
$7K
IBOK
387
Independence Bank of Kentucky
Kentucky
$7K
OC
388
Oakworth Capital
Alabama
$7K
BCWM
389
Bartlett & Co Wealth Management
Ohio
$6.95K
MIM
390
Macroview Investment Management
Maryland
$6K +$168 +7 +3%
WLPWM
391
Walled Lake Planning & Wealth Management
Illinois
$5K -$4.83K -201 -49%
BFC
392
Bedel Financial Consulting
Indiana
$5K
CAL
393
Capital Analysts LLC
Pennsylvania
$5K
ETI
394
Enterprise Trust & Investment
California
$5K
SIS
395
Sound Income Strategies
Florida
$5K
SWM
396
Sugarloaf Wealth Management
Georgia
$5K +$144 +6 +3%
LWA
397
Lowe Wealth Advisors
Maryland
$4K
RIM
398
Rockbridge Investment Management
New York
$4K
EIP
399
Ellis Investment Partners
Pennsylvania
$4K +$72 +3 +2%
SWA
400
SOA Wealth Advisors
New York
$4K +$3.87K +161 New

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.