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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
Barclays
51
Barclays
United Kingdom
$10.1M -$2.19M -41,020 -18%
BTS
52
BB&T Securities
Virginia
$9.99M +$3.4M +63,546 +52%
Neuberger Berman Group
53
Neuberger Berman Group
New York
$9.97M +$8.27M +154,607 +512%
AI
54
ArchPoint Investors
Florida
$9.26M +$9.18M +171,600 New
CFG
55
CNO Financial Group
Indiana
$9.12M
BCI
56
Brinker Capital Investments
Pennsylvania
$8.78M -$2.19M -41,031 -20%
AP
57
Atwood & Palmer
Missouri
$8.67M -$509K -9,517 -6%
NEIRG
58
New England Investment & Retirement Group
Massachusetts
$8.61M +$291K +5,447 +4%
PP
59
Peconic Partners
New York
$8.38M -$5.03M -94,045 -38%
RVPG
60
Relative Value Partners Group
$8.33M -$364K -6,797 -4%
NA
61
Nottingham Advisors
New York
$8.12M +$7.19M +134,427 +836%
ACM
62
Akanthos Capital Management
California
$8.09M +$2.67M +50,000 +50%
Bessemer Group
63
Bessemer Group
New Jersey
$7.87M +$1.07M +20,000 +16%
CFIA
64
Cantor Fitzgerald Investment Advisors
New York
$7.77M -$7.85M -146,787 -50%
QFA
65
Quattro Financial Advisors
Texas
$7.3M -$1.23M -23,028 -15%
AllianceBernstein
66
AllianceBernstein
Tennessee
$7.19M +$801K +14,980 +13%
Boston Partners
67
Boston Partners
Massachusetts
$6.99M
Nomura Holdings
68
Nomura Holdings
Japan
$6.75M +$6.59M +123,140 New
CA
69
Cornerstone Advisory
Maryland
$6.62M +$3.09M +57,678 +89%
WFI
70
West Family Investments
California
$6.2M +$6.14M +114,862 New
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$5.87M +$316K +5,907 +6%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$5.87M -$756K -14,125 -11%
SQA
73
Simon Quick Advisors
New Jersey
$5.78M +$4.19M +78,296 +339%
OFW
74
Omnia Family Wealth
Florida
$5.52M +$4.94M +92,345 +923%
P3I
75
Progeny 3 Inc
Washington
$5.4M -$257K -4,804 -5%

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.