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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
CCMW
526
Cypress Capital Management (Wyoming)
Wyoming
$86K -$5.35K -100 -6%
OIA
527
OneDigital Investment Advisors
Kansas
$85K +$37.5K +701 +80%
AIM
528
Anchor Investment Management
South Carolina
$84.2K +$42.8K +800 +105%
FWM
529
Focused Wealth Management
New York
$83K -$4.65K -87 -5%
DPA
530
Delphi Private Advisors
California
$83K +$82.4K +1,540 New
FPS
531
Fieldpoint Private Securities
Connecticut
$81K -$321 -6 -0.4%
BCP
532
Blackhawk Capital Partners
Wisconsin
$79K +$77.8K +1,455 New
LWA
533
Lenox Wealth Advisors
New York
$69K +$68.4K +1,279 New
CA
534
Calton & Associates
Florida
$64K +$58.2K +1,088 New
FFG
535
Ford Financial Group
California
$63K +$59.9K +1,120 New
DOA
536
D'Orazio & Associates
Virginia
$61K -$4.39K -82 -7%
TWA
537
TCI Wealth Advisors
Arizona
$55K +$54.5K +1,018 New
POIA
538
Pin Oak Investment Advisors
Texas
$53K +$52.3K +978 New
TFS
539
TrustCore Financial Services
Tennessee
$52K +$51.7K +967 New
CC
540
Cassaday & Co
Virginia
$50K
PFGIA
541
Patriot Financial Group Insurance Agency
Massachusetts
$48K -$7.01K -131 -14%
LA
542
Legacy Advisors
Pennsylvania
$47K +$5.4K +101 +13%
STA
543
Summit Trail Advisors
New York
$47K +$42.8K +800 New
LWCFA
544
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$46K +$46K +860 New
SIM
545
Sonora Investment Management
Arizona
$44.7K -$7.97K -149 -15%
AIS
546
Accurate Investment Solutions
Pennsylvania
$43K -$1.07K -20 -2%
EDRH
547
Edmond de Rothschild Holding
Switzerland
$43K
SP
548
SWS Partners
Ohio
$38K +$38K +710 New
CFD
549
Creative Financial Designs
Indiana
$37K +$107 +2 +0.3%
CCM
550
Cribstone Capital Management
Maine
$36K

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.