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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
CFA
501
Carroll Financial Associates
North Carolina
$12K +$1.28K +20 +11%
CCCA
502
Center Coast Capital Advisors
Texas
$11K -$5.21M -81,125 -100%
MIM
503
Macroview Investment Management
Maryland
$11K +$193 +3 +2%
LWA
504
Lowe Wealth Advisors
Maryland
$9K -$15.4K -240 -63%
IWM
505
IHT Wealth Management
Illinois
$9K
IFA
506
Interactive Financial Advisors
Illinois
$9K +$1.09K +17 +13%
Carson Wealth (CWM LLC)
507
Carson Wealth (CWM LLC)
Nebraska
$8K -$50.7K -790 -87%
WB
508
Webster Bank
Connecticut
$8K -$16.8K -262 -69%
DMK
509
David M. Knott
$8K
SNT
510
Security National Trust
West Virginia
$8K
GBBWRPM
511
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$7K -$6.42K -100 -50%
MCM
512
McKinley Capital Management
Alaska
$7K
BG
513
Bollard Group
Massachusetts
$6K
CFG
514
Citizens Financial Group
Rhode Island
$6K +$6.17K +96 New
MCM
515
MV Capital Management
Maryland
$5K
AA
516
AlphaMark Advisors
Kentucky
$5K +$4.62K +72 New
GI
517
Gradient Investments
Minnesota
$4K -$11.2K -175 -71%
WIM
518
Westside Investment Management
California
$3.31K
BC
519
Barnett & Company
Tennessee
$3K -$173K -2,688 -98%
DAM
520
Delta Asset Management
Tennessee
$3K
KIG
521
Kessler Investment Group
Indiana
$3K +$2.95K +46 New
EWM
522
Endurance Wealth Management
Rhode Island
$2K +$2.38K +37 New
RFM
523
Royal Fund Management
Florida
$1K -$3.85K -60 -76%
PCFFS
524
Pacific Center for Financial Services
California
$1K
MWM
525
MinichMacGregor Wealth Management
New York
$1K +$64 +1 +3%

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.