Alerian MLP ETF
AMLP
602 hedge funds and large institutions have $4.88B invested in Alerian MLP ETF in 2018 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 218 increasing their positions, 211 reducing their positions, and 71 closing their positions.
27% more funds holding in top 10
Funds holding in top 10: 15 → 19 (+4)
15% more capital invested
Capital invested by funds: $4.25B → $4.88B (+$638M)
6% more call options, than puts
Call options by funds: $41.1M | Put options by funds: $38.9M
3% more repeat investments, than reductions
Existing positions increased: 218 | Existing positions reduced: 211
0.3% less ownership
Funds ownership: 10.18% → 9.88% (-0.3%)
1% less funds holding
Funds holding: 608 → 602 (-6)
1% less first-time investments, than exits
New positions opened: 70 | Existing positions closed: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$376M |
| 2 |
NMIMC
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
+$328M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$62.5M |
| 4 |
JPG
Jordan Park Group
San Francisco,
California
|
+$52.5M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$42.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$195M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$57.9M |
| 3 |
AL
Appaloosa LP
Short Hills,
New Jersey
|
-$46.3M |
| 4 |
SFM
Soros Fund Management
New York
|
-$43.7M |
| 5 |
Goldman Sachs
New York
|
-$31.5M |
AMLP Hedge Fund Activity: Q2 2018 in Review
602 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q2 2018, worth a combined $4.88B — up 15% from $4.25B a quarter earlier.
Sellers outnumbered buyers: 71 funds closed out of AMLP and 70 opened new positions — a net loss of 1 holder — while 211 trimmed existing stakes and 218 added.
The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $376M. The largest seller was Morgan Stanley, cutting an estimated $195M.
- 602 institutional investors held Alerian MLP ETF (AMLP) as of Q2 2018, down from 608 in Q1 2018.
- Funds reported $4.88B of Alerian MLP ETF stock for Q2 2018, up 15% quarter-over-quarter.
- 70 funds opened new Alerian MLP ETF positions in Q2 2018 and 71 closed out, a net change of -1 holder.
- The largest Alerian MLP ETF buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $376M added.
- The largest Alerian MLP ETF seller in Q2 2018 was Morgan Stanley, an estimated $195M sold.
Based on aggregated 13F filings for Q2 2018.