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Alerian MLP ETF

429 hedge funds and large institutions have $1.91B invested in Alerian MLP ETF in 2020 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 122 increasing their positions, 129 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 36

44% more capital invested

Capital invested by funds: $1.32B → $1.91B (+$586M)

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

20% more funds holding

Funds holding: 357429 (+72)

1.7% more ownership

Funds ownership: 44.16%45.86% (+1.7%)

5% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 129

14% less call options, than puts

Call options by funds: $94.7M | Put options by funds: $110M

Holders
429
Holders Change
+72
Holders Change %
+20.17%
% of All Funds
7.59%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
113
Increased
122
Reduced
129
Closed
36
Calls
$94.7M
Puts
$110M
Net Calls
-$15.6M
Net Calls Change
+$25.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
26
FFT Wealth Management
Pennsylvania
$11.1M -$991K -41,252 -9%
Osaic Holdings
27
Osaic Holdings
Arizona
$10.4M -$1.7M -70,850 -15%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$9.84M +$8.93M +371,560 +3,120%
JP Morgan Chase
29
JP Morgan Chase
New York
$9.71M +$4.6M +191,523 +102%
HighTower Advisors
30
HighTower Advisors
Illinois
$9.64M +$2.08M +86,450 +30%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$9.5M +$8.12M +337,932 +26,257%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$9.44M -$5.67M -236,000 -39%
ARMC
33
American Research & Management Company
Massachusetts
$8.22M -$3.6K -150 -0%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$8.04M -$7.67K -319 -0.1%
PAIM
35
Punch & Associates Investment Management
Minnesota
$7.35M +$949K +39,489 +16%
MLFP
36
MPS Loria Financial Planners
Illinois
$7.27M -$104K -4,323 -1%
CCM
37
Chickasaw Capital Management
Tennessee
$7.22M +$6.51M +270,925 +2,624%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$7.09M +$2.16M +90,042 +48%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$6.85M +$248K +10,308 +4%
NAS
40
Nicolet Advisory Services
Wisconsin
$6.85M +$200K +8,329 +3%
MC
41
Muhlenkamp & Co
Pennsylvania
$6.61M +$70.6K +2,936 +1%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$6.46M +$4.96M +206,382 +455%
RCYC
43
Richard C. Young & Co
Rhode Island
$6.36M +$459K +19,118 +8%
FPCP
44
Fort Point Capital Partners
California
$6.35M +$5.7M +237,166 +2,325%
NCM
45
Novare Capital Management
North Carolina
$6.1M +$5.71M +237,700 New
CS
46
Credit Suisse
Switzerland
$6.09M -$9.95M -414,201 -64%
SFBLI
47
Southern Farm Bureau Life Insurance
Mississippi
$6.04M +$5.66M +235,365 New
FIM
48
FWL Investment Management
Texas
$5.87M +$5.5M +228,751 New
BIG
49
Boothe Investment Group
Delaware
$5.85M +$186K +7,729 +4%
BJL
50
Brighton Jones LLC
Washington
$5.62M +$3.14M +130,507 +147%

AMLP Hedge Fund Activity: Q4 2020 in Review

429 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2020, worth a combined $1.91B — up 44% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new AMLP positions and 36 closed out — a net gain of 77 holders — while 122 added to existing stakes and 129 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $46M. The largest seller was Wells Fargo, cutting an estimated $20M.

  • 429 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2020, up from 357 in Q3 2020.
  • Funds reported $1.91B of Alerian MLP ETF stock for Q4 2020, up 44% quarter-over-quarter.
  • 113 funds opened new Alerian MLP ETF positions in Q4 2020 and 36 closed out, a net change of +77 holders.
  • The largest Alerian MLP ETF buyer in Q4 2020 was Goldman Sachs, an estimated $46M added.
  • The largest Alerian MLP ETF seller in Q4 2020 was Wells Fargo, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2020.