We are live on ! Find out more
AMLP icon

Alerian MLP ETF

343 hedge funds and large institutions have $2.97B invested in Alerian MLP ETF in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 151 increasing their positions, 96 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 32

57% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 96

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

7% more funds holding

Funds holding: 320343 (+23)

0.02% more ownership

Funds ownership: 7.64%7.66% (+0.02%)

26% less capital invested

Capital invested by funds: $4B → $2.97B (-$1.04B)

94% less call options, than puts

Call options by funds: $349K | Put options by funds: $6.05M

Holders
343
Holders Change
+23
Holders Change %
+7.19%
% of All Funds
9.96%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.81%
New
59
Increased
151
Reduced
96
Closed
32
Calls
$349K
Puts
$6.05M
Net Calls
-$5.7M
Net Calls Change
-$3.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
51
Pinnacle Associates
New York
$9.5M -$303K -3,454 -3%
SMG
52
Spectrum Management Group
Indiana
$8.26M +$8.15M +92,879 New
Deutsche Bank
53
Deutsche Bank
Germany
$7.97M -$5.46M -62,195 -41%
Principal Financial Group
54
Principal Financial Group
Iowa
$7.65M +$2.4M +27,359 +47%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$7.59M +$691K +7,874 +10%
ACM
56
Aviance Capital Management
Florida
$7.16M +$320K +3,647 +5%
Creative Planning
57
Creative Planning
Kansas
$7.15M +$999K +11,385 +17%
MCM
58
Maryland Capital Management
Maryland
$7.13M +$335K +3,814 +5%
PWM
59
ParenteBeard Wealth Management
Pennsylvania
$6.86M +$108K +1,226 +2%
FAT
60
First American Trust
California
$6.8M -$45.2K -515 -0.7%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$6.71M +$568K +6,474 +9%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$6.56M -$35.4M -403,829 -85%
Invesco
63
Invesco
Georgia
$6.45M -$708K -8,068 -10%
WA
64
WFG Advisors
Texas
$6.3M -$963K -10,972 -13%
CCT
65
Country Club Trust
Missouri
$6.28M +$159K +1,810 +3%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$6.19M +$869K +9,901 +17%
CIBC World Market
67
CIBC World Market
Ontario, Canada
$6.12M +$6.04M +68,842 New
CTA
68
Colonial Trust Advisors
South Carolina
$5.95M -$7.46K -85 -0.1%
IAS
69
IMA Advisory Services
Colorado
$5.76M -$1.77M -20,212 -24%
TNBTD
70
Trustmark National Bank Trust Department
Mississippi
$5.74M +$824K +9,392 +17%
NIM
71
Northeast Investment Management
Massachusetts
$5.5M -$177K -2,017 -3%
NA
72
Nottingham Advisors
New York
$5.44M +$217K +2,471 +4%
LS
73
Lattice Strategies
Pennsylvania
$5.4M +$482K +5,498 +10%
FNBOO
74
First National Bank of Omaha
Nebraska
$5.37M +$106K +1,206 +2%
TFA
75
Transamerica Financial Advisors
Florida
$5.08M +$415K +4,734 +9%

AMLP Hedge Fund Activity: Q4 2013 in Review

343 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2013, worth a combined $2.97B — down 26% from $4B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new AMLP positions and 32 closed out — a net gain of 27 holders — while 151 added to existing stakes and 96 trimmed.

The largest buyer was Bank of America, adding an estimated $80.9M. The largest seller was Bank of New York Mellon, cutting an estimated $35.4M.

  • 343 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2013, up from 320 in Q3 2013.
  • Funds reported $2.97B of Alerian MLP ETF stock for Q4 2013, down 26% quarter-over-quarter.
  • 59 funds opened new Alerian MLP ETF positions in Q4 2013 and 32 closed out, a net change of +27 holders.
  • The largest Alerian MLP ETF buyer in Q4 2013 was Bank of America, an estimated $80.9M added.
  • The largest Alerian MLP ETF seller in Q4 2013 was Bank of New York Mellon, an estimated $35.4M sold.

Based on aggregated 13F filings for Q4 2013.