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Alerian MLP ETF
AMLP

Overview Fund Activity

360 hedge funds and large institutions have $3.73B invested in Alerian MLP ETF in 2014 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 180 increasing their positions, 100 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+6
Holders Change %
+1.69%
% of All Funds
10.45%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.75%
New
33
Increased
180
Reduced
100
Closed
24
Calls
$2.06M
Puts
$19.5M
Net Calls
-$17.5M
Net Calls Change
-$6.47M

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$103M
2
Morgan Stanley
2
Morgan Stanley
New York
$649M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$56.8M
4
Wells Fargo
4
Wells Fargo
California
$262M
5
T
5
Thomaspartners
Massachusetts
$114M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$54.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$132M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$190M
4
CC
4
Callan Capital
California
$0
5
Northern Trust
5
Northern Trust
Illinois
$2.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
76
JMG Financial Group
Illinois
$5.16M -$986K -10,290 -16%
PGFC
77
Peapack-Gladstone Financial Corp
New Jersey
$4.89M +$135K +1,407 +3%
JPMPWA
78
J.P. Morgan Private Wealth Advisors
California
$4.86M +$4.86M +50,723 New
BFIC
79
Bedell Frazier Investment Counselling
California
$4.82M +$246K +2,571 +5%
WB
80
WesBanco Bank
West Virginia
$4.79M +$262K +2,729 +6%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$4.74M +$635K +6,623 +15%
CCMG
82
Clark Capital Management Group
Pennsylvania
$4.72M +$176K +1,833 +4%
ST
83
Spinnaker Trust
Maine
$4.59M +$69.6K +726 +2%
Bank of New York Mellon
84
Bank of New York Mellon
New York
$4.57M +$116K +1,212 +3%
CCG
85
Chatham Capital Group
Georgia
$4.42M +$4.42M +46,110 New
BCI
86
Brinker Capital Investments
Pennsylvania
$4.32M +$517K +5,394 +14%
FAAS
87
First Allied Advisory Services
California
$4.27M +$838K +8,707 +24%
MFS
88
MSI Financial Services
Massachusetts
$4.26M +$65.4K +682 +2%
TYCC
89
Texas Yale Capital Corp
Florida
$4.23M – – –
SB
90
Suntrust Banks
Georgia
$4.21M -$12.9M -134,175 -75%
SWM
91
SVA Wealth Management
Wisconsin
$4.15M +$300K +3,129 +8%
AllianceBernstein
92
AllianceBernstein
Tennessee
$4.12M +$143K +1,493 +4%
IT
93
Investors Trust
Texas
$4.11M -$5.93M -61,834 -59%
FHC
94
First Heartland Consultants
Missouri
$3.98M +$133K +1,391 +3%
SSB
95
Sandy Spring Bank
Maryland
$3.87M +$1.18M +12,305 +44%
FFSOTS
96
Fiduciary Financial Services of The Southwest
Texas
$3.74M +$31.5K +329 +0.9%
FWM
97
Focused Wealth Management
New York
$3.73M +$65.2K +680 +2%
HCMT
98
Highland Capital Management (Tennessee)
Tennessee
$3.7M -$52.3K -546 -1%
TTWM
99
TCV Trust & Wealth Management
Virginia
$3.65M +$47K +490 +1%
VIP
100
Vantage Investment Partners
Missouri
$3.65M +$163K +1,701 +5%
2 3
4
5 6