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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
Stifel Financial
26
Stifel Financial
Missouri
$19.4M +$1.47M +22,955 +8%
GC
27
Guggenheim Capital
Illinois
$18.8M -$1.23M -19,187 -6%
SAM
28
Silvercrest Asset Management
New York
$18.5M +$2.18K +34 +0%
SGCA
29
Steel Grove Capital Advisors
Tennessee
$18.2M +$1.02M +15,825 +6%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$17.6M +$532K +8,277 +3%
CAM
31
Crestone Asset Management
Colorado
$16.6M -$1.21M -18,806 -7%
UCFA
32
United Capital Financial Advisors
Texas
$16.2M -$3.27M -50,881 -17%
RW
33
Rand Wealth
Maryland
$14.8M +$1.56M +24,256 +12%
JP Morgan Chase
34
JP Morgan Chase
New York
$14.8M -$262K -4,077 -2%
IC
35
InterOcean Capital
Illinois
$14.7M +$1.78M +27,704 +14%
VDI
36
Vaughan David Investments
Illinois
$14.6M +$544K +8,470 +4%
Wellington Management Group
37
Wellington Management Group
Massachusetts
$14.3M +$14.4M +224,600 New
DJSG
38
D.J. St. Germain
Massachusetts
$14.2M +$3.25M +50,679 +29%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$13.5M +$2.23M +34,793 +20%
BWL
40
Bogart Wealth LLC
Virginia
$13M -$696K -10,832 -5%
AP
41
Atwood & Palmer
Missouri
$13M -$90.8K -1,413 -0.7%
V
42
Veritable
Delaware
$12.4M -$42.8K -666 -0.3%
VCM
43
Verger Capital Management
North Carolina
$11.9M
SCP
44
Sandhill Capital Partners
New York
$11.8M +$692K +10,771 +6%
BCI
45
Brinker Capital Investments
Pennsylvania
$11.6M +$638K +9,937 +6%
PAG
46
Private Advisor Group
New Jersey
$11.6M +$466K +7,260 +4%
IA
47
IFP Advisors
Florida
$11.6M +$778K +12,112 +7%
HighTower Advisors
48
HighTower Advisors
Illinois
$11.4M +$4.95M +77,090 +75%
CCM
49
Coldstream Capital Management
Washington
$11.3M +$712K +11,084 +7%
HW
50
Hancock Whitney
Mississippi
$11.1M +$4.59M +71,515 +70%

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.