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Alerian MLP ETF

679 hedge funds and large institutions have $3.8B invested in Alerian MLP ETF in 2019 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 196 increasing their positions, 245 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 88

72% more call options, than puts

Call options by funds: $124M | Put options by funds: $72.1M

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

11% more funds holding

Funds holding: 613679 (+66)

0.2% more ownership

Funds ownership: 9.36%9.56% (+0.2%)

1% less capital invested

Capital invested by funds: $3.83B → $3.8B (-$23.6M)

20% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 245

Holders
679
Holders Change
+66
Holders Change %
+10.77%
% of All Funds
13.38%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.49%
New
163
Increased
196
Reduced
245
Closed
88
Calls
$124M
Puts
$72.1M
Net Calls
+$52.2M
Net Calls Change
+$74.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
501
NewEdge Advisors
Louisiana
$137K
MCM
502
Murphy Capital Management
New Jersey
$137K +$51.6K +1,230 +61%
VIP
503
Vantage Investment Partners
Missouri
$136K
ACP
504
Ashfield Capital Partners
California
$133K
PCMC
505
Private Capital Management (Colorado)
Colorado
$133K
BB
506
Busey Bank
Illinois
$133K +$21K +500 +19%
IAP
507
Indie Asset Partners
Indiana
$132K +$130K +3,101 New
GBBWRPM
508
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$129K -$1.68K -40 -1%
BWM
509
Benchmark Wealth Management
Connecticut
$129K +$127K +3,034 New
TCA
510
Tortoise Capital Advisors
Kansas
$128K +$126K +3,000 New
BJL
511
Brighton Jones LLC
Washington
$125K +$123K +2,932 New
APW
512
Aurora Private Wealth
New Jersey
$125K +$124K +2,950 New
WSC
513
Wellington Shields & Co
New York
$123K +$122K +2,899 New
SF
514
Summit Financial
New Jersey
$122K +$121K +2,872 New
SSG
515
Summit Securities Group
New York
$122K -$76.4K -1,820 -39%
SFC
516
SYM Financial Corp
Indiana
$122K +$420 +10 +0.3%
AP
517
Americana Partners
Texas
$121K +$120K +2,857 New
FWIA
518
Fort Washington Investment Advisors
Ohio
$119K -$62.1K -1,480 -34%
RG
519
Retirement Group
California
$117K +$115K +2,744 New
TNB
520
Thomasville National Bank
Georgia
$115K +$7.81K +186 +7%
PAS
521
Partnervest Advisory Services
California
$114K -$4.2K -100 -4%
RCA
522
Ranch Capital Advisors
Florida
$114K +$113K +2,692 New
KWM
523
Kingsview Wealth Management
Oregon
$113K -$38.1K -908 -25%
MFW
524
Mosaic Family Wealth
Missouri
$110K -$4.03K -96 -4%
CAI
525
Capital Advisors Inc
Oklahoma
$110K

AMLP Hedge Fund Activity: Q4 2019 in Review

679 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2019, worth a combined $3.8B — down 0.62% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new AMLP positions and 88 closed out — a net gain of 75 holders — while 196 added to existing stakes and 245 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $204M. The largest seller was Royal Bank of Canada, cutting an estimated $110M.

  • 679 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2019, up from 613 in Q3 2019.
  • Funds reported $3.8B of Alerian MLP ETF stock for Q4 2019, down 0.62% quarter-over-quarter.
  • 163 funds opened new Alerian MLP ETF positions in Q4 2019 and 88 closed out, a net change of +75 holders.
  • The largest Alerian MLP ETF buyer in Q4 2019 was Goldman Sachs, an estimated $204M added.
  • The largest Alerian MLP ETF seller in Q4 2019 was Royal Bank of Canada, an estimated $110M sold.

Based on aggregated 13F filings for Q4 2019.