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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
CA
626
Cambridge Associates
Massachusetts
-$4.28M -76,353 Closed
ODG
627
O'Dell Group
Ohio
-$4.14M -73,807 Closed
WA
628
WESPAC Advisors
California
-$3.33M -59,455 Closed
WAM
629
Wolverine Asset Management
Illinois
-$2.94M -55,000 Closed
CWM
630
Calamos Wealth Management
Illinois
-$2.55M -45,493 Closed
NL
631
NWAM LLC
Washington
-$2.54M -45,267 Closed
NPC
632
National Planning Corporation
California
-$2.06M -36,638 Closed
BCM
633
BlueCrest Capital Management
Jersey
-$1.98M -35,273 Closed
ICOA
634
Investment Centers of America
North Dakota
-$1.97M -35,123 Closed
NPGCU
635
Napier Park Global Capital (US)
New York
-$1.91M -34,000 Closed
RI
636
RPTC Inc
Wyoming
-$1.64M -29,312 Closed
CC
637
Callan Capital
California
-$1.48M -26,455 Closed
CIBC World Market
638
CIBC World Market
Ontario, Canada
-$1.21M -21,533 Closed
FSA
639
Financial Sense Advisors
California
-$1.2M -21,420 Closed
CG
640
Cutler Group
California
-$926K -17,310 Closed
SG Americas Securities
641
SG Americas Securities
New York
-$902K -16,072 Closed
CAM
642
Crestone Asset Management
Colorado
-$708K -12,624 Closed
Kayne Anderson Rudnick Investment Management
643
Kayne Anderson Rudnick Investment Management
California
-$455K -8,104 Closed
Calamos Advisors
644
Calamos Advisors
Illinois
-$314K -5,596 Closed
VWM
645
Venturi Wealth Management
Texas
-$294K -5,211 Closed
Prudential Financial
646
Prudential Financial
New Jersey
-$292K -5,200 Closed
LF
647
Lee Financial
Texas
-$281K -5,000 Closed
SI
648
Sprott Inc
Ontario, Canada
-$267K -4,762 Closed
AT
649
Arden Trust
Delaware
-$255K -4,543 Closed
JFA
650
Johanson Financial Advisors
California
-$222K -3,981 Closed

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.