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Alerian MLP ETF

524 hedge funds and large institutions have $4.87B invested in Alerian MLP ETF in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 213 increasing their positions, 170 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $21.7M | Put options by funds: $8.37M

59% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 44

28% more funds holding in top 10

Funds holding in top 10: 2937 (+8)

25% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 170

11% more capital invested

Capital invested by funds: $4.37B → $4.87B (+$498M)

4% more funds holding

Funds holding: 505524 (+19)

0.02% more ownership

Funds ownership: 8.85%8.87% (+0.02%)

Holders
524
Holders Change
+19
Holders Change %
+3.76%
% of All Funds
13.04%
Holding in Top 10
37
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+27.59%
% of All Funds
0.92%
New
70
Increased
213
Reduced
170
Closed
44
Calls
$21.7M
Puts
$8.37M
Net Calls
+$13.3M
Net Calls Change
-$5.24M
Name Holding Trade Value Shares
Change
Change in
Stake
DLCIG
401
D.L. Carlson Investment Group
New Hampshire
$178K
CG
402
CFO4Life Group
Texas
$177K +$179K +2,792 New
AF
403
Aldebaran Financial
$173K +$174K +2,717 New
JIP
404
Jaffetilchin Investment Partners
Florida
$169K +$171K +2,661 New
SFSG
405
Stearns Financial Services Group
North Carolina
$168K
FWP
406
FAS Wealth Partners
Kansas
$165K
CRC
407
Curi RMB Capital
Illinois
$165K +$167K +2,593 New
TYCC
408
Texas Yale Capital Corp
Florida
$164K -$2.61M -40,571 -94%
RIL
409
Rothschild Investment LLC
Illinois
$164K +$166K +2,580 New
TAM
410
Tocqueville Asset Management
New York
$162K +$21.8K +340 +15%
SWM
411
SVA Wealth Management
Wisconsin
$161K -$38.5K -600 -19%
HCC
412
Hirtle Callaghan & Co
Pennsylvania
$160K -$270K -4,200 -62%
FNT
413
First National Trust
Pennsylvania
$160K +$162K +2,520 New
FIM
414
Fernwood Investment Management
Massachusetts
$159K -$29.5K -459 -16%
RI
415
Ridgewood Investments
New Jersey
$159K +$13.7K +214 +9%
CCA
416
Conservest Capital Advisors
Pennsylvania
$159K +$161K +2,509 New
Fidelity Investments
417
Fidelity Investments
Massachusetts
$157K +$159K +2,474 New
CAM
418
Capstone Asset Management
Texas
$155K
BOTW
419
Bank of the West
California
$153K
CDH
420
Charles D. Hyman
$153K
CCM
421
Crossvault Capital Management
Texas
$153K
PAG
422
Pinnacle Advisory Group
Maryland
$150K +$151K +2,354 New
EA
423
Edge Advisors
Georgia
$149K -$1.22K -19 -0.8%
JSL
424
JT Stratford LLC
Georgia
$149K +$150K +2,341 New
SBIA
425
Sheaff Brock Investment Advisors
Indiana
$146K

AMLP Hedge Fund Activity: Q1 2017 in Review

524 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2017, worth a combined $4.87B — up 11% from $4.37B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new AMLP positions and 44 closed out — a net gain of 26 holders — while 213 added to existing stakes and 170 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $129M. The largest seller was Peconic Partners, cutting an estimated $36.8M.

  • 524 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2017, up from 505 in Q4 2016.
  • Funds reported $4.87B of Alerian MLP ETF stock for Q1 2017, up 11% quarter-over-quarter.
  • 70 funds opened new Alerian MLP ETF positions in Q1 2017 and 44 closed out, a net change of +26 holders.
  • The largest Alerian MLP ETF buyer in Q1 2017 was Goldman Sachs, an estimated $129M added.
  • The largest Alerian MLP ETF seller in Q1 2017 was Peconic Partners, an estimated $36.8M sold.

Based on aggregated 13F filings for Q1 2017.