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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
PAI
551
Pittenger & Anderson Inc
Nebraska
$36K +$35.3K +660 New
FCB
552
First Command Bank
Texas
$35K
FCFS
553
First Command Financial Services
Texas
$35K
IWM
554
IHT Wealth Management
Illinois
$34K +$13.8K +258 +75%
TCOV
555
Trust Company of Vermont
Vermont
$32K
WA
556
WestEnd Advisors
North Carolina
$30.5K +$30.3K +566 New
CCM
557
Covington Capital Management
California
$29K +$535 +10 +2%
TFA
558
Transamerica Financial Advisors
Florida
$29K +$4.92K +92 +21%
KTC
559
Kistler-Tiffany Companies
Pennsylvania
$28K +$16.3K +304 +145%
BWA
560
BDO Wealth Advisors
Florida
$27K -$5.35K -100 -17%
HR
561
Howe & Rusling
New York
$27K
M
562
MOTCO
Texas
$25K +$24.4K +457 New
GSC
563
G&S Capital
Colorado
$25K +$25.2K +472 New
CPA
564
Clear Perspective Advisors
Illinois
$24K -$5.88K -110 -20%
RFM
565
Royal Fund Management
Florida
$24K +$23.3K +436 +2,295%
SWP
566
Strategic Wealth Partners
Ohio
$23K +$22.4K +418 New
WAP
567
Wealthcare Advisory Partners
Pennsylvania
$22K -$114K -2,137 -84%
KLWA
568
Kelly Lawrence W & Associates
California
$22K
CB
569
CNB Bank
Pennsylvania
$20K +$19.6K +367 New
WEC
570
Winslow Evans & Crocker
Massachusetts
$19.4K -$4.87K -91 -20%
LTI
571
Laffer Tengler Investments
Tennessee
$19.2K +$6.69K +125 +54%
Northwestern Mutual Wealth Management
572
Northwestern Mutual Wealth Management
Wisconsin
$19K -$20.4K -381 -52%
CTC
573
Central Trust Company
Missouri
$19K +$12K +225 +188%
FCA
574
Florence Capital Advisors
New York
$16K
HDIM
575
Hanson & Doremus Investment Management
Vermont
$16K

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.