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Alerian MLP ETF

524 hedge funds and large institutions have $4.87B invested in Alerian MLP ETF in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 213 increasing their positions, 170 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $21.7M | Put options by funds: $8.37M

59% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 44

28% more funds holding in top 10

Funds holding in top 10: 2937 (+8)

25% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 170

11% more capital invested

Capital invested by funds: $4.37B → $4.87B (+$498M)

4% more funds holding

Funds holding: 505524 (+19)

0.02% more ownership

Funds ownership: 8.85%8.87% (+0.02%)

Holders
524
Holders Change
+19
Holders Change %
+3.76%
% of All Funds
13.04%
Holding in Top 10
37
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+27.59%
% of All Funds
0.92%
New
70
Increased
213
Reduced
170
Closed
44
Calls
$21.7M
Puts
$8.37M
Net Calls
+$13.3M
Net Calls Change
-$5.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$10.9M -$804K -12,519 -7%
HNB
52
Huntington National Bank
Ohio
$10.8M
DCM
53
DeGreen Capital Management
Arizona
$10.1M -$8.73M -135,891 -99%
FCI
54
Financial Counselors Inc
Kansas
$10.1M -$99.5K -1,549 -1%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$9.83M -$52.7K -820 -0.5%
DWM
56
Dakota Wealth Management
Florida
$9.78M +$216K +3,365 +2%
RVPG
57
Relative Value Partners Group
$9.64M +$218K +3,402 +2%
Barclays
58
Barclays
United Kingdom
$9.05M +$2.46M +38,302 +37%
NEIRG
59
New England Investment & Retirement Group
Massachusetts
$9.01M +$128K +1,998 +1%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$8.78M +$193K +3,000 +2%
SCM
61
Sandler Capital Management
New York
$8.44M -$2.94M -45,709 -26%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$8.02M -$946K -14,735 -10%
FCIM
63
Fairview Capital Investment Management
California
$7.68M -$843K -13,130 -10%
PP
64
Patten & Patten
Tennessee
$7.33M +$1.61M +25,034 +28%
LPC
65
Loeb Partners Corp
New York
$6.82M +$6.89M +107,260 New
Baird Financial Group
66
Baird Financial Group
Wisconsin
$6.75M -$286K -4,460 -4%
Mariner
67
Mariner
Kansas
$6.71M -$1.13M -17,578 -14%
RWP
68
RWA Wealth Partners
Massachusetts
$6.68M +$6.75M +105,071 New
P3I
69
Progeny 3 Inc
Washington
$6.67M +$309K +4,804 +5%
Jane Street
70
Jane Street
New York
$6.6M -$3.62M -56,434 -35%
Boston Partners
71
Boston Partners
Massachusetts
$6.58M -$497K -7,743 -7%
BTS
72
BB&T Securities
Virginia
$6.53M -$241K -3,748 -4%
AWMS
73
Advocacy Wealth Management Services
Georgia
$6.39M -$7.5M -116,822 -54%
CFP
74
Cornerstone Financial Partners
North Carolina
$6.37M +$76.6K +1,192 +1%
WAM
75
Wolverine Asset Management
Illinois
$6.36M +$3.47M +54,040 +118%

AMLP Hedge Fund Activity: Q1 2017 in Review

524 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2017, worth a combined $4.87B — up 11% from $4.37B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new AMLP positions and 44 closed out — a net gain of 26 holders — while 213 added to existing stakes and 170 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $129M. The largest seller was Peconic Partners, cutting an estimated $36.8M.

  • 524 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2017, up from 505 in Q4 2016.
  • Funds reported $4.87B of Alerian MLP ETF stock for Q1 2017, up 11% quarter-over-quarter.
  • 70 funds opened new Alerian MLP ETF positions in Q1 2017 and 44 closed out, a net change of +26 holders.
  • The largest Alerian MLP ETF buyer in Q1 2017 was Goldman Sachs, an estimated $129M added.
  • The largest Alerian MLP ETF seller in Q1 2017 was Peconic Partners, an estimated $36.8M sold.

Based on aggregated 13F filings for Q1 2017.