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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
RJFSA
26
Raymond James Financial Services Advisors
Florida
$24.3M +$297K +5,560 +1%
DJSG
27
D.J. St. Germain
Massachusetts
$22M -$8.79M -164,234 -29%
MGAM
28
McGowan Group Asset Management
Texas
$20.9M +$20.7M +387,661 New
CCCA
29
Center Coast Capital Advisors
Texas
$20.4M +$20.2M +377,938 +2,362,113%
Stifel Financial
30
Stifel Financial
Missouri
$20.2M +$212K +3,968 +1%
JP Morgan Chase
31
JP Morgan Chase
New York
$19.1M +$223K +4,161 +1%
MCM
32
Moore Capital Management
New York
$18.3M +$18.2M +340,000 New
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$18.2M -$550K -10,287 -3%
GC
34
Guggenheim Capital
Illinois
$18.1M +$2.34M +43,704 +15%
EWM
35
Edge Wealth Management
New York
$17.1M +$6.72M +125,544 +66%
IC
36
InterOcean Capital
Illinois
$16.9M +$1.66M +31,105 +11%
AIP
37
Ameritas Investment Partners
Nebraska
$16.5M +$16.4M +305,880 +193,595%
VDI
38
Vaughan David Investments
Illinois
$15.7M +$1.97M +36,866 +14%
6CM
39
683 Capital Management
New York
$15.6M +$4.71M +88,000 +44%
FCH
40
Freestone Capital Holdings
Washington
$14.9M +$11.7M +217,950 +378%
DC
41
Davenport & Co
Virginia
$13.9M +$13.2M +246,299 +2,185%
MHI
42
Miller Howard Investments
New York
$13.7M +$13.1M +245,360 +3,172%
Creative Planning
43
Creative Planning
Kansas
$13.5M +$233K +4,349 +2%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$12.3M -$290K -5,415 -2%
SCP
45
Sandhill Capital Partners
New York
$12M +$890K +16,642 +8%
MLFP
46
MPS Loria Financial Planners
Illinois
$11.2M -$458K -8,553 -4%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$11.1M +$112K +2,091 +1%
IA
48
IFP Advisors
Florida
$11.1M -$263K -4,919 -2%
V
49
Veritable
Delaware
$11M +$737K +13,780 +7%
RW
50
Rand Wealth
Maryland
$10.4M -$3.3M -61,686 -24%

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.