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Alerian MLP ETF

679 hedge funds and large institutions have $3.8B invested in Alerian MLP ETF in 2019 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 196 increasing their positions, 245 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 88

72% more call options, than puts

Call options by funds: $124M | Put options by funds: $72.1M

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

11% more funds holding

Funds holding: 613679 (+66)

0.2% more ownership

Funds ownership: 9.36%9.56% (+0.2%)

1% less capital invested

Capital invested by funds: $3.83B → $3.8B (-$23.6M)

20% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 245

Holders
679
Holders Change
+66
Holders Change %
+10.77%
% of All Funds
13.38%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.49%
New
163
Increased
196
Reduced
245
Closed
88
Calls
$124M
Puts
$72.1M
Net Calls
+$52.2M
Net Calls Change
+$74.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
401
Windsor Capital Management
Arizona
$297K -$1.01M -24,097 -77%
GT
402
Glenview Trust
Kentucky
$295K -$602K -14,335 -67%
ACP
403
Aveo Capital Partners
Colorado
$295K -$2.9K -69 -1%
LFAS
404
Level Four Advisory Services
Texas
$293K +$378 +9 +0.1%
VCP
405
Verus Capital Partners
Arizona
$289K +$286K +6,807 New
OIA
406
Optimum Investment Advisors
Illinois
$286K -$19.2K -457 -6%
LCS
407
Levin Capital Strategies
New York
$283K -$52.5K -1,250 -16%
GLA
408
Good Life Advisors
Pennsylvania
$282K +$89.7K +2,137 +48%
MSAM
409
Moloney Securities Asset Management
Missouri
$279K +$79.5K +1,894 +40%
PPA
410
Parametric Portfolio Associates
Washington
$278K -$1.03M -24,651 -79%
GEA
411
Glen Eagle Advisors
New Jersey
$275K -$5.58K -133 -2%
BWL
412
Bogart Wealth LLC
Virginia
$272K -$20.5K -489 -7%
KJHP
413
K.J. Harrison & Partners
Ontario, Canada
$267K
TRCT
414
Tower Research Capital (TRC)
New York
$267K +$235K +5,587 +810%
MWM
415
Maltin Wealth Management
New Jersey
$266K +$263K +6,269 New
AWS
416
AJ Wealth Strategies
New York
$265K
RVPG
417
Relative Value Partners Group
$262K +$37.7K +898 +17%
CW
418
CreativeOne Wealth
Kansas
$262K +$58.1K +1,385 +29%
JLBC
419
J.L. Bainbridge & Co
Florida
$261K -$66.1K -1,575 -20%
EAM
420
Evanson Asset Management
California
$261K -$798 -19 -0.3%
OC
421
Oarsman Capital
Wisconsin
$258K -$2.77K -66 -1%
Mirae Asset Global Investments
422
Mirae Asset Global Investments
South Korea
$255K +$148K +3,520 +142%
RCA
423
Resonant Capital Advisors
Wisconsin
$255K +$252K +6,000 New
AP
424
Atwood & Palmer
Missouri
$252K
BWM
425
Buckley Wealth Management
Nevada
$252K

AMLP Hedge Fund Activity: Q4 2019 in Review

679 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2019, worth a combined $3.8B — down 0.62% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new AMLP positions and 88 closed out — a net gain of 75 holders — while 196 added to existing stakes and 245 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $204M. The largest seller was Royal Bank of Canada, cutting an estimated $110M.

  • 679 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2019, up from 613 in Q3 2019.
  • Funds reported $3.8B of Alerian MLP ETF stock for Q4 2019, down 0.62% quarter-over-quarter.
  • 163 funds opened new Alerian MLP ETF positions in Q4 2019 and 88 closed out, a net change of +75 holders.
  • The largest Alerian MLP ETF buyer in Q4 2019 was Goldman Sachs, an estimated $204M added.
  • The largest Alerian MLP ETF seller in Q4 2019 was Royal Bank of Canada, an estimated $110M sold.

Based on aggregated 13F filings for Q4 2019.