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Alerian MLP ETF

461 hedge funds and large institutions have $3.52B invested in Alerian MLP ETF in 2015 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 159 increasing their positions, 151 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

274% more call options, than puts

Call options by funds: $92.3M | Put options by funds: $24.7M

88% more funds holding in top 10

Funds holding in top 10: 1630 (+14)

82% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 65

18% more capital invested

Capital invested by funds: $2.99B → $3.52B (+$527M)

12% more funds holding

Funds holding: 412461 (+49)

5% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 151

0.73% more ownership

Funds ownership: 8.46%9.19% (+0.73%)

Holders
461
Holders Change
+49
Holders Change %
+11.89%
% of All Funds
12.09%
Holding in Top 10
30
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+87.5%
% of All Funds
0.79%
New
118
Increased
159
Reduced
151
Closed
65
Calls
$92.3M
Puts
$24.7M
Net Calls
+$67.6M
Net Calls Change
+$25M
Name Holding Trade Value Shares
Change
Change in
Stake
RPG
401
Risk Paradigm Group
Texas
$56.5K -$6.57K -105 -10%
SHJ
402
Sharkey, Howes & Javer
Colorado
$56K +$58.3K +931 New
PG
403
PEAK6 Group
Illinois
$55K +$56.9K +909 New
WAS
404
WESPAC Advisors SoCal
California
$54K +$56.3K +900 New
Northwestern Mutual Wealth Management
405
Northwestern Mutual Wealth Management
Wisconsin
$53K +$22.7K +362 +68%
EMA
406
Efficient Market Advisors
California
$48K +$50.1K +800 New
BCM
407
Blume Capital Management
California
$46K +$47.6K +760 New
MCM
408
McKinley Capital Management
Alaska
$46K +$48.1K +768 New
TDC
409
Thompson Davis & Co
Virginia
$45K +$13.8K +220 +42%
PAI
410
Pittenger & Anderson Inc
Nebraska
$42K -$243K -3,880 -85%
BC
411
Bartlett & Co
Ohio
$39K
SAM
412
Shamrock Asset Management
Texas
$37K -$28.3K -453 -48%
MA
413
MCF Advisors
Kentucky
$34K -$7.48M -119,459 -100%
AIP
414
Ameritas Investment Partners
Nebraska
$32K -$29.7K -475 -47%
ARMC
415
American Research & Management Company
Massachusetts
$30K +$5.01K +80 +19%
HR
416
Howe & Rusling
New York
$30K +$31.3K +500 New
FPFS
417
First Personal Financial Services
North Carolina
$25K +$26.1K +417 New
CFA
418
Carroll Financial Associates
North Carolina
$24K -$31.4K -502 -55%
CHC
419
City Holding Co
West Virginia
$24K
KT
420
Kanaly Trust
Texas
$24K
WAM
421
Wealthspire Advisors (Maryland)
Maryland
$24K +$24.5K +392 New
JFA
422
JNBA Financial Advisors
Minnesota
$22K +$12.8K +204 +126%
AIA
423
Allegis Investment Advisors
Idaho
$22K +$23K +368 New
CCM
424
Clovis Capital Management
New York
$22K +$23.1K +369 New
PFBT
425
Parkside Financial Bank & Trust
Missouri
$20K +$10.1K +162 +99%

AMLP Hedge Fund Activity: Q4 2015 in Review

461 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2015, worth a combined $3.52B — up 18% from $2.99B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new AMLP positions and 65 closed out — a net gain of 53 holders — while 159 added to existing stakes and 151 trimmed.

The largest buyer was Citigroup, adding an estimated $176M. The largest seller was Goldman Sachs, cutting an estimated $83M.

  • 461 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2015, up from 412 in Q3 2015.
  • Funds reported $3.52B of Alerian MLP ETF stock for Q4 2015, up 18% quarter-over-quarter.
  • 118 funds opened new Alerian MLP ETF positions in Q4 2015 and 65 closed out, a net change of +53 holders.
  • The largest Alerian MLP ETF buyer in Q4 2015 was Citigroup, an estimated $176M added.
  • The largest Alerian MLP ETF seller in Q4 2015 was Goldman Sachs, an estimated $83M sold.

Based on aggregated 13F filings for Q4 2015.