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Alerian MLP ETF

505 hedge funds and large institutions have $4.37B invested in Alerian MLP ETF in 2016 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 201 increasing their positions, 126 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 47

75% more call options, than puts

Call options by funds: $43.4M | Put options by funds: $24.9M

60% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 126

12% more capital invested

Capital invested by funds: $3.89B → $4.37B (+$479M)

11% more funds holding

Funds holding: 454505 (+51)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

0.14% more ownership

Funds ownership: 8.71%8.85% (+0.14%)

Holders
505
Holders Change
+51
Holders Change %
+11.23%
% of All Funds
12.63%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.72%
New
106
Increased
201
Reduced
126
Closed
47
Calls
$43.4M
Puts
$24.9M
Net Calls
+$18.5M
Net Calls Change
+$9.33M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
451
Legacy Advisors
Pennsylvania
$37K +$36.6K +593 New
VIA
452
Vantage Investment Advisors
Pennsylvania
$35K
HR
453
Howe & Rusling
New York
$32K
HPBT
454
High Point Bank & Trust
North Carolina
$31K -$298K -4,826 -91%
AIP
455
Ameritas Investment Partners
Nebraska
$31K
RPG
456
Risk Paradigm Group
Texas
$29.7K -$1.92K -31 -6%
WEC
457
Winslow Evans & Crocker
Massachusetts
$29.6K +$1.54K +25 +6%
SIM
458
Sonora Investment Management
Arizona
$25.1K +$12.3K +199 +100%
BWP
459
Baldwin Wealth Partners
Massachusetts
$25K
KT
460
Kanaly Trust
Texas
$25K
VWM
461
Valley Wealth Managers
New Jersey
$25K
MPWT
462
MassMutual Private Wealth & Trust
Connecticut
$24.5K +$24K +388 New
LWA
463
Lowe Wealth Advisors
Maryland
$24K
TRCT
464
Tower Research Capital (TRC)
New York
$24K +$23.5K +381 New
WB
465
Webster Bank
Connecticut
$24K +$23.6K +382 New
UBS AM
466
UBS AM
Illinois
$22K +$21.6K +350 New
TF
467
Tompkins Financial
New York
$20K
CT
468
Clearstead Trust
Maine
$19K +$18.5K +300 New
BC
469
Bartlett & Co
Ohio
$17K
CTB
470
Country Trust Bank
Illinois
$17K
RAM
471
Riggs Asset Management
Pennsylvania
$16K
NR
472
Newfound Research
Massachusetts
$15K
GI
473
Gradient Investments
Minnesota
$15K +$988 +16 +7%
SWA
474
Sutton Wealth Advisors
Florida
$14.6K
CTC
475
Central Trust Company
Missouri
$14K

AMLP Hedge Fund Activity: Q4 2016 in Review

505 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2016, worth a combined $4.37B — up 12% from $3.89B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new AMLP positions and 47 closed out — a net gain of 59 holders — while 201 added to existing stakes and 126 trimmed.

The largest buyer was Bank of America, adding an estimated $81.7M. The largest seller was Magnetar Financial, exiting entirely with an estimated $15.6M sold.

  • 505 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2016, up from 454 in Q3 2016.
  • Funds reported $4.37B of Alerian MLP ETF stock for Q4 2016, up 12% quarter-over-quarter.
  • 106 funds opened new Alerian MLP ETF positions in Q4 2016 and 47 closed out, a net change of +59 holders.
  • The largest Alerian MLP ETF buyer in Q4 2016 was Bank of America, an estimated $81.7M added.
  • The largest Alerian MLP ETF seller in Q4 2016 was Magnetar Financial, an estimated $15.6M sold.

Based on aggregated 13F filings for Q4 2016.