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Alerian MLP ETF

524 hedge funds and large institutions have $4.72B invested in Alerian MLP ETF in 2017 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 196 increasing their positions, 200 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 48

3% more capital invested

Capital invested by funds: $4.57B → $4.72B (+$144M)

0.38% more ownership

Funds ownership: 8.99%9.36% (+0.38%)

0% less funds holding

Funds holding: 526524 (-2)

2% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 200

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

14% less call options, than puts

Call options by funds: $59.2M | Put options by funds: $68.7M

Holders
524
Holders Change
-2
Holders Change %
-0.38%
% of All Funds
13.06%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.6%
New
52
Increased
196
Reduced
200
Closed
48
Calls
$59.2M
Puts
$68.7M
Net Calls
-$9.53M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SAS
401
Sage Advisory Services
Texas
$172K +$175K +3,059 New
SCM
402
Sterneck Capital Management
Missouri
$170K
ACM
403
Azimuth Capital Management
Michigan
$168K
DWT
404
Dorsey & Whitney Trust
South Dakota
$165K
SBL
405
Sargent Bickham Lagudis
Colorado
$165K +$8.69K +152 +5%
SG
406
StoneX Group
New York
$165K +$17.6K +307 +12%
EA
407
Edge Advisors
Georgia
$163K +$31.4K +550 +23%
SPWA
408
SteelBridge Private Wealth Advisors
Florida
$161K -$30.6K -535 -16%
NA
409
NewEdge Advisors
Louisiana
$161K +$1.14K +20 +0.7%
BMCM
410
Bryn Mawr Capital Management
Pennsylvania
$161K +$164K +2,867 New
FANJ
411
Financial Architects (New Jersey)
New Jersey
$160K -$10.2K -179 -6%
SEI Investments
412
SEI Investments
Pennsylvania
$158K +$12.2K +213 +8%
DLCIG
413
D.L. Carlson Investment Group
New Hampshire
$157K
OWD
414
Osborn Williams & Donohoe
Ohio
$155K
JIP
415
Jaffetilchin Investment Partners
Florida
$155K +$158K +2,760 New
NWP
416
Northstar Wealth Partners
Connecticut
$154K -$128K -2,231 -45%
CAM
417
Concorde Asset Management
Michigan
$152K -$150K -2,626 -49%
RIL
418
Rothschild Investment LLC
Illinois
$149K
CB
419
Community Bank
New York
$148K -$106K -1,851 -41%
CWM
420
Cornerstone Wealth Management
Missouri
$148K -$36.9K -646 -20%
CDH
421
Charles D. Hyman
$146K
FWP
422
FAS Wealth Partners
Kansas
$146K
BFPW
423
BOK Financial Private Wealth
Colorado
$145K -$18.1K -316 -11%
HCC
424
Hirtle Callaghan & Co
Pennsylvania
$143K +$1.03K +18 +0.7%
WAP
425
Wealthcare Advisory Partners
Pennsylvania
$143K +$146K +2,548 New

AMLP Hedge Fund Activity: Q3 2017 in Review

524 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2017, worth a combined $4.72B — up 3.1% from $4.57B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new AMLP positions and 48 closed out — a net gain of 4 holders — while 196 added to existing stakes and 200 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $322M. The largest seller was MML Investors Services, cutting an estimated $33.3M.

  • 524 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2017, down from 526 in Q2 2017.
  • Funds reported $4.72B of Alerian MLP ETF stock for Q3 2017, up 3.1% quarter-over-quarter.
  • 52 funds opened new Alerian MLP ETF positions in Q3 2017 and 48 closed out, a net change of +4 holders.
  • The largest Alerian MLP ETF buyer in Q3 2017 was Goldman Sachs, an estimated $322M added.
  • The largest Alerian MLP ETF seller in Q3 2017 was MML Investors Services, an estimated $33.3M sold.

Based on aggregated 13F filings for Q3 2017.