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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
WP
426
WealthPLAN Partners
Nebraska
$18.5K +$74.2K +1,185 New
CCMW
427
Cypress Capital Management (Wyoming)
Wyoming
$16.9K +$17.5K +280 New
AF
428
Allworth Financial
California
$16K
RAM
429
Riggs Asset Management
Pennsylvania
$15K +$7.82K +125 +96%
PG
430
Patten Group
Tennessee
$14.5K -$33.8K -540 -69%
KM
431
Kalos Management
Georgia
$14K
CFN
432
Cordasco Financial Network
Florida
$13K
Bessemer Group
433
Bessemer Group
New Jersey
$12K
SIM
434
Sonora Investment Management
Arizona
$12K +$12.5K +200 New
ADL
435
Asset Dedication LLC
California
$10K +$9.89K +158 New
WAM
436
Wolverine Asset Management
Illinois
$9K -$5.03M -80,377 -100%
S
437
SignatureFD
Georgia
$9K +$9.26K +148 New
LWA
438
Lowe Wealth Advisors
Maryland
$8K
DMK
439
David M. Knott
$7.23K
BG
440
Bollard Group
Massachusetts
$6K -$174K -2,780 -97%
FNBT
441
FineMark National Bank & Trust
Florida
$6K -$37.4K -598 -85%
KA
442
Klingman & Associates
New York
$6K
AIM
443
Arcadia Investment Management
Michigan
$6K +$6.26K +100 New
WEC
444
Winslow Evans & Crocker
Massachusetts
$5.42K -$83.2K -1,330 -94%
CA
445
CapWealth Advisors
Tennessee
$5K
PFS
446
Physicians Financial Services
North Carolina
$5K +$5.01K +80 New
HT
447
Hefren-Tillotson
Pennsylvania
$5K +$5.57K +89 New
MPWT
448
MassMutual Private Wealth & Trust
Connecticut
$4.75K +$4.94K +79 New
FWM
449
Focused Wealth Management
New York
$4K -$560K -8,952 -99%
WTB
450
Washington Trust Bank
Washington
$4K -$15.3K -244 -77%

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.