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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
LI
701
LVZ Inc
Michigan
-$585K -12,811 Closed
CWP
702
Capital Wealth Planning
Florida
-$509K -11,775 Closed
BRF
703
B. Riley Financial
California
-$457K -10,000 Closed
RA
704
Rational Advisors
New York
-$425K -9,302 Closed
MFG
705
Magnus Financial Group
New York
-$423K -9,253 Closed
HR
706
Hayden Royal
North Carolina
-$393K -8,617 Closed
VA
707
Valmark Advisers
Ohio
-$312K -6,817 Closed
RIL
708
Rothschild Investment LLC
Illinois
-$309K -6,767 Closed
MWA
709
Meridian Wealth Advisors
Texas
-$303K -6,638 Closed
FG
710
Fiduciary Group
Georgia
-$302K -6,600 Closed
WIA
711
Westbourne Investment Advisors
Maryland
-$294K -6,443 Closed
GM
712
GeoWealth Management
Illinois
-$290K -6,346 Closed
NDSI
713
Newman Dignan & Sheerar Inc
Rhode Island
-$277K -6,051 Closed
MWM
714
Mission Wealth Management
California
-$242K -5,301 Closed
PP
715
Paloma Partners
Connecticut
-$232K -5,081 Closed
HR
716
Hardy Reed
Mississippi
-$229K -5,000 Closed
NP
717
NorthRock Partners
Minnesota
-$193K -4,220 Closed
WAM
718
Wealthspire Advisors (Maryland)
Maryland
-$191K -4,190 Closed
ACG
719
Allen Capital Group
Nebraska
-$182K -4,135 Closed
HCIA
720
Hochman Cole Investment Advisors
Illinois
-$185K -4,046 Closed
AC
721
Almitas Capital
California
-$182K -3,992 Closed
SAS
722
Sage Advisory Services
Texas
-$179K -3,910 Closed
BCM
723
Bluefin Capital Management
New York
-$165K -3,620 Closed
DI
724
DFPG Investments
Utah
-$159K -3,592 Closed
Marshall Wace
725
Marshall Wace
United Kingdom
-$158K -3,460 Closed

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.