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Alerian MLP ETF

433 hedge funds and large institutions have $3.28B invested in Alerian MLP ETF in 2016 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 128 increasing their positions, 194 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
-28
Holders Change %
-6.07%
% of All Funds
11.56%
Holding in Top 10
22
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-26.67%
% of All Funds
0.59%
New
54
Increased
128
Reduced
194
Closed
75
Calls
$51.1M
Puts
$22.8M
Net Calls
+$28.3M
Net Calls Change
-$39.3M
Name Holding Trade Value Shares
Change
Shares
Change %
HSBC Holdings
76
HSBC Holdings
United Kingdom
$4.67M -$1.99M -36,520 -30%
Loomis, Sayles & Company
77
Loomis, Sayles & Company
Massachusetts
$4.6M +$4.6M +84,400 New
PA
78
Pinnacle Associates
New York
$4.55M -$87K -1,594 -2%
KPCM
79
Kings Point Capital Management
New York
$4.55M -$673K -12,333 -13%
NEIRG
80
New England Investment & Retirement Group
Massachusetts
$4.24M +$4.24M +77,736 New
IFAM
81
Institutional & Family Asset Management
Colorado
$4.03M -$38K -630 -0.9%
CS
82
Credit Suisse
Switzerland
$3.99M -$6.13M -112,191 -61%
MFS
83
MSI Financial Services
Massachusetts
$3.96M +$250K +4,576 +7%
CA
84
Cornerstone Advisory
Maryland
$3.94M -$273 -5 -0%
DJSG
85
D.J. St. Germain
Massachusetts
$3.91M +$1.21M +22,247 +45%
WBG
86
Wharton Business Group
Pennsylvania
$3.87M
CFC
87
Coyle Financial Counsel
Illinois
$3.86M -$304K -5,560 -7%
ECM
88
Evergreen Capital Management
Washington
$3.82M -$411K -7,520 -10%
OLA
89
Oliver Luxxe Assets
New Jersey
$3.66M +$130K +2,373 +4%
VWM
90
Venturi Wealth Management
Texas
$3.63M -$3.99K -73 -0.1%
Baird Financial Group
91
Baird Financial Group
Wisconsin
$3.63M -$213K -3,901 -6%
ACM
92
Alpha Capital Management
Texas
$3.52M +$71.4K +1,308 +2%
UAS
93
United Asset Strategies
New York
$3.49M +$1.01M +18,415 +40%
BFIC
94
Bedell Frazier Investment Counselling
California
$3.45M +$84K +1,538 +2%
CIBC World Market
95
CIBC World Market
Ontario, Canada
$3.44M -$1.61M -29,509 -32%
HCM
96
Hollencrest Capital Management
California
$3.36M +$7.53K +138 +0.2%
NCM
97
Novare Capital Management
North Carolina
$3.3M +$1.46M +26,690 +79%
WB
98
WesBanco Bank
West Virginia
$3.04M -$105K -1,929 -3%
BTS
99
BB&T Securities
Virginia
$3.01M -$4.24M -77,709 -59%
Bank of New York Mellon
100
Bank of New York Mellon
New York
$2.9M -$47.8K -876 -2%