We are live on ! Find out more
AMLP icon

Alerian MLP ETF

592 hedge funds and large institutions have $4.79B invested in Alerian MLP ETF in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 203 increasing their positions, 232 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $50.2M | Put options by funds: $34.2M

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

0.15% less ownership

Funds ownership: 9.88%9.73% (-0.15%)

2% less capital invested

Capital invested by funds: $4.88B → $4.79B (-$96.8M)

2% less funds holding

Funds holding: 602592 (-10)

11% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 57

13% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 232

Holders
592
Holders Change
-10
Holders Change %
-1.66%
% of All Funds
13.53%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.46%
New
51
Increased
203
Reduced
232
Closed
57
Calls
$50.2M
Puts
$34.2M
Net Calls
+$16M
Net Calls Change
+$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
51
Neuberger Berman Group
New York
$9.11M -$43.5K -807 -0.5%
TPWA
52
TRUE Private Wealth Advisors
Oregon
$9.05M +$8.32M +154,155 +1,012%
RVPG
53
Relative Value Partners Group
$9.03M -$107K -1,984 -1%
CFG
54
CNO Financial Group
Indiana
$9.03M
Barclays
55
Barclays
United Kingdom
$8.5M -$680K -12,603 -7%
SI
56
Stephens Inc
Arkansas
$7.83M +$2.44M +45,218 +45%
SWA
57
SFMG Wealth Advisors
Texas
$7.36M +$3.44M +63,810 +74%
CFA
58
Camarda Financial Advisors
Florida
$6.99M -$361K -6,684 -5%
MML Investors Services
59
MML Investors Services
Massachusetts
$6.6M +$2.38M +44,158 +56%
CA
60
Cornerstone Advisory
Maryland
$6.46M -$41.9K -777 -0.6%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$6.35M -$295K -5,474 -4%
JCM
62
Janney Capital Management
Pennsylvania
$6.31M -$208K -3,856 -3%
WFI
63
West Family Investments
California
$6.13M
AG
64
Advisor Group
Arizona
$6.02M +$1.54M +28,588 +34%
TM
65
Thiel Macro
California
$5.87M
PAG
66
Private Advisor Group
New Jersey
$5.83M +$3.22M +59,662 +121%
ABC
67
Associated Banc-Corp
Wisconsin
$5.69M +$64.8K +1,201 +1%
BFIC
68
Bedell Frazier Investment Counselling
California
$5.45M +$1.22M +22,630 +28%
P3I
69
Progeny 3 Inc
Washington
$5.34M
Invesco
70
Invesco
Georgia
$5.04M -$12.9M -238,230 -72%
Bank of New York Mellon
71
Bank of New York Mellon
New York
$5.04M -$6.63K -123 -0.1%
KCM
72
Kingdon Capital Management
New York
$4.95M +$5M +92,712 New
CCT
73
Country Club Trust
Missouri
$4.91M -$96.8K -1,795 -2%
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$4.88M +$4.93M +91,449 New
CL
75
Choreo LLC
Illinois
$4.8M -$780K -14,465 -14%

AMLP Hedge Fund Activity: Q3 2018 in Review

592 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2018, worth a combined $4.79B — down 2% from $4.88B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of AMLP and 51 opened new positions — a net loss of 6 holders — while 232 trimmed existing stakes and 203 added.

The largest buyer was Creative Planning, adding an estimated $43M. The largest seller was Northwestern Mutual Investment Management Company, exiting entirely with an estimated $327M sold.

  • 592 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2018, down from 602 in Q2 2018.
  • Funds reported $4.79B of Alerian MLP ETF stock for Q3 2018, down 2% quarter-over-quarter.
  • 51 funds opened new Alerian MLP ETF positions in Q3 2018 and 57 closed out, a net change of -6 holders.
  • The largest Alerian MLP ETF buyer in Q3 2018 was Creative Planning, an estimated $43M added.
  • The largest Alerian MLP ETF seller in Q3 2018 was Northwestern Mutual Investment Management Company, an estimated $327M sold.

Based on aggregated 13F filings for Q3 2018.