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Alerian MLP ETF

524 hedge funds and large institutions have $4.87B invested in Alerian MLP ETF in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 213 increasing their positions, 170 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $21.7M | Put options by funds: $8.37M

59% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 44

28% more funds holding in top 10

Funds holding in top 10: 2937 (+8)

25% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 170

11% more capital invested

Capital invested by funds: $4.37B → $4.87B (+$498M)

4% more funds holding

Funds holding: 505524 (+19)

0.02% more ownership

Funds ownership: 8.85%8.87% (+0.02%)

Holders
524
Holders Change
+19
Holders Change %
+3.76%
% of All Funds
13.04%
Holding in Top 10
37
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+27.59%
% of All Funds
0.92%
New
70
Increased
213
Reduced
170
Closed
44
Calls
$21.7M
Puts
$8.37M
Net Calls
+$13.3M
Net Calls Change
-$5.24M
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
451
Patriot Financial Group Insurance Agency
Massachusetts
$69K -$9.96K -155 -13%
GT
452
Glenmede Trust
Pennsylvania
$67K
ARMC
453
American Research & Management Company
Massachusetts
$67K +$19.3K +300 +39%
SHJ
454
Sharkey, Howes & Javer
Colorado
$59K
AIS
455
Accurate Investment Solutions
Pennsylvania
$52K +$51.4K +800 +4,000%
LWM
456
LBA Wealth Management
Florida
$51K
EDRH
457
Edmond de Rothschild Holding
Switzerland
$51K +$51.4K +800 New
SIM
458
Sonora Investment Management
Arizona
$50.8K +$25.7K +400 +100%
AIM
459
Anchor Investment Management
South Carolina
$48.3K
FMII
460
Farmers & Merchants Investments Inc
Nebraska
$48K +$48.2K +750 New
FFW
461
Fusion Family Wealth
New York
$47K
CFD
462
Creative Financial Designs
Indiana
$46K -$7K -109 -13%
CTC
463
Central Trust Company
Missouri
$46K +$32.1K +500 +217%
CCM
464
Cribstone Capital Management
Maine
$45K -$2.06K -32 -4%
LA
465
Legacy Advisors
Pennsylvania
$44K +$6.62K +103 +17%
FCB
466
First Command Bank
Texas
$41K
FCFS
467
First Command Financial Services
Texas
$41K
WTB
468
Washington Trust Bank
Washington
$40K +$40.7K +633 New
WEC
469
Winslow Evans & Crocker
Massachusetts
$39.5K +$9.7K +151 +32%
RWA
470
Ropes Wealth Advisors
Massachusetts
$38K
SAM
471
Shamrock Asset Management
Texas
$38K
TCOV
472
Trust Company of Vermont
Vermont
$38K
Northwestern Mutual Wealth Management
473
Northwestern Mutual Wealth Management
Wisconsin
$37K +$22.8K +355 +156%
VIA
474
Vantage Investment Advisors
Pennsylvania
$36K
TFA
475
Transamerica Financial Advisors
Florida
$34K +$26.6K +414 +360%

AMLP Hedge Fund Activity: Q1 2017 in Review

524 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2017, worth a combined $4.87B — up 11% from $4.37B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new AMLP positions and 44 closed out — a net gain of 26 holders — while 213 added to existing stakes and 170 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $129M. The largest seller was Peconic Partners, cutting an estimated $36.8M.

  • 524 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2017, up from 505 in Q4 2016.
  • Funds reported $4.87B of Alerian MLP ETF stock for Q1 2017, up 11% quarter-over-quarter.
  • 70 funds opened new Alerian MLP ETF positions in Q1 2017 and 44 closed out, a net change of +26 holders.
  • The largest Alerian MLP ETF buyer in Q1 2017 was Goldman Sachs, an estimated $129M added.
  • The largest Alerian MLP ETF seller in Q1 2017 was Peconic Partners, an estimated $36.8M sold.

Based on aggregated 13F filings for Q1 2017.