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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
GW
426
GW & Wade
Massachusetts
$250K -$200K -4,762 -45%
FMC
427
First Merchants Corp
Indiana
$247K -$153K -3,638 -39%
PFPT
428
Pinnacle Financial Partners (Tennessee)
Tennessee
$247K -$101K -2,405 -29%
BCM
429
Birch Capital Management
Texas
$241K +$238K +5,661 New
PWM
430
PBMares Wealth Management
Virginia
$237K +$235K +5,587 New
CWS
431
Cypress Wealth Services
California
$235K +$8.39K +200 +4%
MIAN
432
Mariner Independent Advisor Network
Kansas
$234K -$101K -2,405 -30%
SAM
433
SignalPoint Asset Management
Missouri
$232K -$182K -4,324 -44%
OCM
434
Orleans Capital Management
Louisiana
$230K -$8.39K -200 -4%
IAMOG
435
Investors Asset Management of Georgia
Georgia
$228K +$225K +5,354 New
BP
436
BBR Partners
New York
$227K +$84K +2,000 +60%
TAM
437
Tocqueville Asset Management
New York
$223K -$1.49M -35,423 -87%
EWA
438
Exencial Wealth Advisors
Oklahoma
$223K +$220K +5,250 New
IWA
439
IBEX Wealth Advisors
New Jersey
$218K -$1.17M -27,797 -84%
VCWA
440
Vanguard Capital Wealth Advisors
Colorado
$218K +$25.2K +600 +13%
BFEC
441
Benjamin F. Edwards & Company
Missouri
$218K +$124K +2,965 +137%
LWAC
442
Laurel Wealth Advisors (California)
California
$213K -$105K -2,498 -33%
BSAM
443
Blue Sky Asset Management
Colorado
$213K +$210K +5,012 New
CFG
444
Cooper Financial Group
California
$210K -$10.2K -243 -5%
Northern Trust
445
Northern Trust
Illinois
$208K -$166K -3,965 -45%
LF
446
LifeSteps Financial
California
$207K +$204K +4,864 New
IWM
447
IHT Wealth Management
Illinois
$203K +$76.6K +1,824 +62%
CTA
448
Colonial Trust Advisors
South Carolina
$201K -$25.2K -600 -11%
IA
449
IFG Advisory
Georgia
$199K -$61.5K -1,465 -24%
ESB
450
Essex Savings Bank
Connecticut
$198K -$86.1K -2,050 -31%

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.