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Alerian MLP ETF

618 hedge funds and large institutions have $5B invested in Alerian MLP ETF in 2017 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 180 increasing their positions, 217 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 64

92% more call options, than puts

Call options by funds: $114M | Put options by funds: $59.3M

18% more funds holding

Funds holding: 524618 (+94)

6% more capital invested

Capital invested by funds: $4.72B → $5B (+$287M)

0.44% more ownership

Funds ownership: 9.36%9.81% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 2424 (0)

17% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 217

Holders
618
Holders Change
+94
Holders Change %
+17.94%
% of All Funds
14.02%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.54%
New
162
Increased
180
Reduced
217
Closed
64
Calls
$114M
Puts
$59.3M
Net Calls
+$54.3M
Net Calls Change
+$63.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SXL
426
Summit X LLC
Missouri
$232K -$121K -2,269 -34%
CA
427
Corrado Advisors
New Jersey
$229K -$20.5K -383 -8%
LWS
428
Lucia Wealth Services
California
$227K +$225K +4,203 New
ACM
429
Alpha Capital Management
Texas
$227K +$225K +4,205 New
MCP
430
Mirador Capital Partners
California
$226K
PSF
431
Pacific Sun Financial
California
$226K +$224K +4,180 New
CG
432
Colony Group
Massachusetts
$225K +$88.7K +1,659 +66%
WC
433
Westwind Capital
New Mexico
$225K +$223K +4,168 New
PO
434
Private Ocean
California
$223K
RIA
435
Regal Investment Advisors
Michigan
$218K -$64.6K -1,208 -23%
HVIA
436
Hudson Valley Investment Advisors
New York
$217K
Nomura Asset Management
437
Nomura Asset Management
Japan
$216K
VCWA
438
Vanguard Capital Wealth Advisors
Colorado
$215K +$213K +3,978 New
JWBC
439
J.W. Burns & Co
New York
$213K -$182K -3,393 -46%
CC
440
Cognios Capital
Kansas
$210K +$22.7K +425 +12%
CWS
441
Cypress Wealth Services
California
$210K +$208K +3,895 New
IAS
442
IMA Advisory Services
Colorado
$209K -$154K -2,883 -43%
VCA
443
Verdence Capital Advisors
Maryland
$209K +$207K +3,867 New
CONA
444
Capital One National Association
New York
$208K +$15K +280 +8%
FIAS
445
FinTrust Investment Advisory Services
South Carolina
$205K -$53 -1 -0%
FFA
446
First Foundation Advisors
California
$204K +$203K +3,790 New
Simplex Trading
447
Simplex Trading
Illinois
$199K +$198K +3,695 New
HSA
448
HBK Sorce Advisory
Pennsylvania
$197K +$18.2K +340 +10%
DP
449
Dearborn Partners
Illinois
$197K +$195K +3,644 New
RWMH
450
Riverpoint Wealth Management Holdings
Illinois
$195K +$3.26K +61 +2%

AMLP Hedge Fund Activity: Q4 2017 in Review

618 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2017, worth a combined $5B — up 6.1% from $4.72B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new AMLP positions and 64 closed out — a net gain of 98 holders — while 180 added to existing stakes and 217 trimmed.

The largest buyer was Northwestern Mutual Investment Management Company, opening a new position worth an estimated $126M. The largest seller was Bank of America, cutting an estimated $122M.

  • 618 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2017, up from 524 in Q3 2017.
  • Funds reported $5B of Alerian MLP ETF stock for Q4 2017, up 6.1% quarter-over-quarter.
  • 162 funds opened new Alerian MLP ETF positions in Q4 2017 and 64 closed out, a net change of +98 holders.
  • The largest Alerian MLP ETF buyer in Q4 2017 was Northwestern Mutual Investment Management Company, an estimated $126M added.
  • The largest Alerian MLP ETF seller in Q4 2017 was Bank of America, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2017.