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Alerian MLP ETF

613 hedge funds and large institutions have $3.83B invested in Alerian MLP ETF in 2019 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 218 increasing their positions, 222 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.27% more ownership

Funds ownership: 9.09%9.36% (+0.27%)

2% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 222

2% less capital invested

Capital invested by funds: $3.92B → $3.83B (-$88M)

3% less funds holding

Funds holding: 629613 (-16)

17% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 66

24% less funds holding in top 10

Funds holding in top 10: 2922 (-7)

47% less call options, than puts

Call options by funds: $25.2M | Put options by funds: $47.3M

Holders
613
Holders Change
-16
Holders Change %
-2.54%
% of All Funds
13.44%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.48%
New
55
Increased
218
Reduced
222
Closed
66
Calls
$25.2M
Puts
$47.3M
Net Calls
-$22.1M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
626
Global Trust Asset Management
Florida
-$448K -9,094 Closed
FF
627
Friedenthal Financial
New Jersey
-$377K -7,660 Closed
CG
628
Cutler Group
California
-$311K -6,580 Closed
VWM
629
Valley Wealth Managers
New Jersey
-$323K -6,554 Closed
HI
630
HBK Investments
Texas
-$294K -5,971 Closed
RBFC
631
Roman Butler Fullerton & Co
Missouri
-$213K -4,324 Closed
PAG
632
Pinnacle Advisory Group
Maryland
-$201K -4,078 Closed
CIC
633
Chilton Investment Company
Connecticut
-$197K -4,000 Closed
WSC
634
Wellington Shields & Co
New York
-$188K -3,818 Closed
AAM
635
American Asset Management
Florida
-$185K -3,755 Closed
WSCM
636
Wellington Shields Capital Management
New York
-$178K -3,619 Closed
FHC
637
Forest Hill Capital
Arkansas
-$170K -3,460 Closed
PFA
638
Pettinga Financial Advisors
Indiana
-$170K -3,460 Closed
FPCP
639
Fort Point Capital Partners
California
-$164K -3,331 Closed
CG
640
CFO4Life Group
Texas
-$149K -3,031 Closed
QC
641
QCM Cayman
Texas
-$146K -2,958 Closed
FC
642
Financial Consulate
Maryland
-$139K -2,816 Closed
Brown Advisory
643
Brown Advisory
Maryland
-$133K -2,695 Closed
TSS
644
Two Sigma Securities
New York
-$131K -2,661 Closed
GPA
645
Garrison Point Advisors
California
-$131K -2,653 Closed
AC
646
Avestar Capital
New York
-$123K -2,500 Closed
SP
647
SWS Partners
Ohio
-$120K -2,409 Closed
AFC
648
AFT Forsyth & Company
Florida
-$118K -2,400 Closed
WF
649
Welch & Forbes
Massachusetts
-$111K -2,253 Closed
KP
650
Keel Point
Alabama
-$111K -2,246 Closed

AMLP Hedge Fund Activity: Q3 2019 in Review

613 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2019, worth a combined $3.83B — down 2.2% from $3.92B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of AMLP and 55 opened new positions — a net loss of 11 holders — while 222 trimmed existing stakes and 218 added.

The largest buyer was Creative Planning, adding an estimated $112M. The largest seller was Goldman Sachs, cutting an estimated $125M.

  • 613 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2019, down from 629 in Q2 2019.
  • Funds reported $3.83B of Alerian MLP ETF stock for Q3 2019, down 2.2% quarter-over-quarter.
  • 55 funds opened new Alerian MLP ETF positions in Q3 2019 and 66 closed out, a net change of -11 holders.
  • The largest Alerian MLP ETF buyer in Q3 2019 was Creative Planning, an estimated $112M added.
  • The largest Alerian MLP ETF seller in Q3 2019 was Goldman Sachs, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2019.