We are live on ! Find out more
AMLP icon

Alerian MLP ETF

505 hedge funds and large institutions have $4.37B invested in Alerian MLP ETF in 2016 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 201 increasing their positions, 126 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 47

75% more call options, than puts

Call options by funds: $43.4M | Put options by funds: $24.9M

60% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 126

12% more capital invested

Capital invested by funds: $3.89B → $4.37B (+$479M)

11% more funds holding

Funds holding: 454505 (+51)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

0.14% more ownership

Funds ownership: 8.71%8.85% (+0.14%)

Holders
505
Holders Change
+51
Holders Change %
+11.23%
% of All Funds
12.63%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.72%
New
106
Increased
201
Reduced
126
Closed
47
Calls
$43.4M
Puts
$24.9M
Net Calls
+$18.5M
Net Calls Change
+$9.33M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
76
Arete Wealth Advisors
Illinois
$6.35M +$261K +4,231 +4%
SI
77
Stephens Inc
Arkansas
$6.33M -$63.9K -1,034 -1%
P3I
78
Progeny 3 Inc
Washington
$6.3M +$6.18M +100,078 New
CFP
79
Cornerstone Financial Partners
North Carolina
$6.25M +$3.1M +50,228 +103%
NCM
80
Neumann Capital Management
California
$6.02M +$93K +1,505 +2%
SRCM
81
Swift Run Capital Management
Virginia
$5.84M -$1.75M -28,400 -23%
FF
82
Friedenthal Financial
New Jersey
$5.78M +$5.12M +82,807 +927%
MFM
83
Marianas Fund Management
New York
$5.72M -$7.74M -125,260 -58%
PA
84
Pinnacle Associates
New York
$5.7M +$26.4K +428 +0.5%
PP
85
Patten & Patten
Tennessee
$5.69M +$2.06M +33,372 +59%
CHA
86
Cedar Hill Associates
Illinois
$5.51M -$1.68M -27,195 -24%
Comerica Bank
87
Comerica Bank
Texas
$5.48M -$6.46M -104,518 -55%
WCM
88
Windsor Capital Management
Arizona
$5.24M -$261K -4,226 -5%
FPB
89
First PREMIER Bank
South Dakota
$5.18M -$953K -15,423 -16%
CCCA
90
Center Coast Capital Advisors
Texas
$5.16M +$4.81M +77,888 +2,286%
CS
91
Credit Suisse
Switzerland
$5.09M +$4.64M +75,171 +1,325%
WBG
92
Wharton Business Group
Pennsylvania
$4.72M +$253K +4,092 +6%
UAS
93
United Asset Strategies
New York
$4.67M +$188K +3,039 +4%
FHC
94
First Heartland Consultants
Missouri
$4.58M -$286K -4,633 -6%
ECM
95
Evergreen Capital Management
Washington
$4.46M +$86.1K +1,394 +2%
BF
96
BOK Financial
Oklahoma
$4.44M +$405K +6,553 +10%
NCM
97
Novare Capital Management
North Carolina
$4.4M +$401K +6,486 +10%
OLA
98
Oliver Luxxe Assets
New Jersey
$4.3M +$92.5K +1,497 +2%
AAIM
99
American Assets Investment Management
California
$4.28M
OC
100
Oppenheimer & Co
New York
$4.24M +$662K +10,716 +19%

AMLP Hedge Fund Activity: Q4 2016 in Review

505 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2016, worth a combined $4.37B — up 12% from $3.89B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new AMLP positions and 47 closed out — a net gain of 59 holders — while 201 added to existing stakes and 126 trimmed.

The largest buyer was Bank of America, adding an estimated $81.7M. The largest seller was Magnetar Financial, exiting entirely with an estimated $15.6M sold.

  • 505 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2016, up from 454 in Q3 2016.
  • Funds reported $4.37B of Alerian MLP ETF stock for Q4 2016, up 12% quarter-over-quarter.
  • 106 funds opened new Alerian MLP ETF positions in Q4 2016 and 47 closed out, a net change of +59 holders.
  • The largest Alerian MLP ETF buyer in Q4 2016 was Bank of America, an estimated $81.7M added.
  • The largest Alerian MLP ETF seller in Q4 2016 was Magnetar Financial, an estimated $15.6M sold.

Based on aggregated 13F filings for Q4 2016.