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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
ARMC
451
American Research & Management Company
Massachusetts
$195K +$60.7K +1,135 +46%
SCI
452
Stableford Capital II
Arizona
$192K -$104K -1,951 -35%
TA
453
Tiedemann Advisors
New York
$189K +$188K +3,510 New
JPG
454
Jordan Park Group
California
$188K +$186K +3,480 New
CCM
455
Crabel Capital Management
California
$187K +$185K +3,459 New
AIA
456
Avalon Investment & Advisory
Texas
$186K +$184K +3,444 New
FC
457
Financial Consulate
Maryland
$185K +$183K +3,425 New
PSUF
458
People's United Financial
Connecticut
$183K -$112K -2,100 -38%
HCM
459
Hudson Capital Management
New Jersey
$181K +$179K +3,351 New
SEI Investments
460
SEI Investments
Pennsylvania
$180K +$27.7K +517 +18%
CC
461
Clearline Capital
New York
$179K +$178K +3,319 New
MRCM
462
M&R Capital Management
New Jersey
$178K -$21.5K -402 -11%
NA
463
NewEdge Advisors
Louisiana
$178K +$15.7K +294 +10%
1IA
464
1834 Investment Advisors
Wisconsin
$174K -$44.2K -827 -20%
VIP
465
Vantage Investment Partners
Missouri
$172K -$911K -17,026 -88%
IH
466
IFC Holdings
Florida
$172K -$61.9K -1,157 -27%
CG
467
CFO4Life Group
Texas
$171K +$5.51K +103 +3%
BOTW
468
Bank of the West
California
$170K +$40.7K +760 +32%
FANJ
469
Financial Architects (New Jersey)
New Jersey
$168K +$13.9K +259 +9%
MOS
470
MGO One Seven
Ohio
$168K +$166K +3,107 New
CHJWM
471
Carlton Hofferkamp & Jenks Wealth Management
Texas
$167K -$107K -2,000 -39%
AOWM
472
Alpha Omega Wealth Management
Virginia
$165K -$3.42K -64 -2%
BCA
473
Berman Capital Advisors
Georgia
$164K +$162K +3,032 New
DSC
474
Duncker Streett & Co
Missouri
$162K -$24.3K -454 -13%
PCP
475
Proficio Capital Partners
Massachusetts
$162K -$3.1K -58 -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.