We are live on ! Find out more
AMLP icon

Alerian MLP ETF

454 hedge funds and large institutions have $3.89B invested in Alerian MLP ETF in 2016 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 196 increasing their positions, 129 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 129

39% more call options, than puts

Call options by funds: $32.8M | Put options by funds: $23.6M

16% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 45

6% more capital invested

Capital invested by funds: $3.67B → $3.89B (+$214M)

0% more funds holding

Funds holding: 453454 (+1)

0.07% more ownership

Funds ownership: 8.63%8.71% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

Holders
454
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
12.11%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
52
Increased
196
Reduced
129
Closed
45
Calls
$32.8M
Puts
$23.6M
Net Calls
+$9.19M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
401
Shamrock Asset Management
Texas
$38K
VIA
402
Vantage Investment Advisors
Pennsylvania
$36K
LAM
403
Lebenthal Asset Management
New York
$32K -$98.9K -1,564 -75%
ARMC
404
American Research & Management Company
Massachusetts
$32K
HR
405
Howe & Rusling
New York
$32K
RPG
406
Risk Paradigm Group
Texas
$31.9K
AIP
407
Ameritas Investment Partners
Nebraska
$31K
WEC
408
Winslow Evans & Crocker
Massachusetts
$28.2K +$22.5K +355 +394%
BWP
409
Baldwin Wealth Partners
Massachusetts
$25K
KT
410
Kanaly Trust
Texas
$25K
VWM
411
Valley Wealth Managers
New Jersey
$25K
LWA
412
Lowe Wealth Advisors
Maryland
$24K +$15.2K +240 +174%
LWA
413
Lenox Wealth Advisors
New York
$23K +$22.8K +360 New
TF
414
Tompkins Financial
New York
$20K -$57.4K -907 -74%
BC
415
Bartlett & Co
Ohio
$17K
CTB
416
Country Trust Bank
Illinois
$17K +$17.3K +274 New
RAM
417
Riggs Asset Management
Pennsylvania
$16K
CFG
418
Citizens Financial Group
Rhode Island
$16K +$16.4K +260 New
CTC
419
Central Trust Company
Missouri
$15K
GI
420
Gradient Investments
Minnesota
$15K
TWA
421
TCI Wealth Advisors
Arizona
$15K +$14.6K +231 New
NR
422
Newfound Research
Massachusetts
$15K +$15K +237 New
SWA
423
Sutton Wealth Advisors
Florida
$14.7K +$14.7K +232 New
KTC
424
Kistler-Tiffany Companies
Pennsylvania
$13K
WAM
425
Wealthspire Advisors (Maryland)
Maryland
$13K +$12.6K +200 New

AMLP Hedge Fund Activity: Q3 2016 in Review

454 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2016, worth a combined $3.89B — up 5.8% from $3.67B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new AMLP positions and 45 closed out — a net gain of 7 holders — while 196 added to existing stakes and 129 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $85.9M. The largest seller was Aravt Global, exiting entirely with an estimated $34.9M sold.

  • 454 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2016, up from 453 in Q2 2016.
  • Funds reported $3.89B of Alerian MLP ETF stock for Q3 2016, up 5.8% quarter-over-quarter.
  • 52 funds opened new Alerian MLP ETF positions in Q3 2016 and 45 closed out, a net change of +7 holders.
  • The largest Alerian MLP ETF buyer in Q3 2016 was Goldman Sachs, an estimated $85.9M added.
  • The largest Alerian MLP ETF seller in Q3 2016 was Aravt Global, an estimated $34.9M sold.

Based on aggregated 13F filings for Q3 2016.