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Alerian MLP ETF

524 hedge funds and large institutions have $4.72B invested in Alerian MLP ETF in 2017 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 196 increasing their positions, 200 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 48

3% more capital invested

Capital invested by funds: $4.57B → $4.72B (+$144M)

0.38% more ownership

Funds ownership: 8.99%9.36% (+0.38%)

0% less funds holding

Funds holding: 526524 (-2)

2% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 200

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

14% less call options, than puts

Call options by funds: $59.2M | Put options by funds: $68.7M

Holders
524
Holders Change
-2
Holders Change %
-0.38%
% of All Funds
13.06%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.6%
New
52
Increased
196
Reduced
200
Closed
48
Calls
$59.2M
Puts
$68.7M
Net Calls
-$9.53M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
501
Allworth Financial
California
$10K +$9.78K +171 New
CFA
502
Carroll Financial Associates
North Carolina
$9K
TF
503
Tompkins Financial
New York
$9K
FFW
504
Fusion Family Wealth
New York
$8K -$11.4K -200 -57%
AIP
505
Ameritas Investment Partners
Nebraska
$8K
BC
506
Barnett & Company
Tennessee
$8K
WHG
507
Westwood Holdings Group
Texas
$8K +$8.35K +146 New
PWM
508
Perigon Wealth Management
California
$7K -$57.3K -1,003 -89%
CTC
509
Central Trust Company
Missouri
$7K -$6.29K -110 -48%
DMK
510
David M. Knott
$7K
MWM
511
MinichMacGregor Wealth Management
New York
$7K +$5.72K +100 +323%
BG
512
Bollard Group
Massachusetts
$6K
GBBWRPM
513
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$5K
HT
514
Heritage Trust
Oklahoma
$5K +$4.97K +87 New
ACM
515
Aviance Capital Management
Florida
$4K
MCM
516
MV Capital Management
Maryland
$4K
AA
517
AlphaMark Advisors
Kentucky
$4K +$57 +1 +1%
CCCA
518
Center Coast Capital Advisors
Texas
$3K
DAM
519
Delta Asset Management
Tennessee
$3K
EWM
520
Endurance Wealth Management
Rhode Island
$2K
PCFFS
521
Pacific Center for Financial Services
California
$1K
RFM
522
Royal Fund Management
Florida
$1K
VIA
523
Vantage Investment Advisors
Pennsylvania
$1K
NC
524
NewSquare Capital
Pennsylvania
$1K +$915 +16 New
Millennium Management
525
Millennium Management
New York
-$31M -518,929 Closed

AMLP Hedge Fund Activity: Q3 2017 in Review

524 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2017, worth a combined $4.72B — up 3.1% from $4.57B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new AMLP positions and 48 closed out — a net gain of 4 holders — while 196 added to existing stakes and 200 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $322M. The largest seller was MML Investors Services, cutting an estimated $33.3M.

  • 524 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2017, down from 526 in Q2 2017.
  • Funds reported $4.72B of Alerian MLP ETF stock for Q3 2017, up 3.1% quarter-over-quarter.
  • 52 funds opened new Alerian MLP ETF positions in Q3 2017 and 48 closed out, a net change of +4 holders.
  • The largest Alerian MLP ETF buyer in Q3 2017 was Goldman Sachs, an estimated $322M added.
  • The largest Alerian MLP ETF seller in Q3 2017 was MML Investors Services, an estimated $33.3M sold.

Based on aggregated 13F filings for Q3 2017.