We are live on ! Find out more
AMLP icon

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
SGCA
76
Steel Grove Capital Advisors
Tennessee
$5.3M +$386K +7,213 +8%
HNB
77
Huntington National Bank
Ohio
$5.23M
BF
78
BOK Financial
Oklahoma
$5.17M -$326K -6,099 -6%
PI
79
Parkside Investments
Illinois
$5.16M +$5.12M +95,710 New
PAM
80
PVG Asset Management
Colorado
$5.05M +$5.01M +93,581 New
AIM
81
Allen Investment Management
New York
$5.04M +$585K +10,937 +13%
Comerica Bank
82
Comerica Bank
Texas
$4.87M +$1.57M +29,283 +55%
CS
83
Credit Suisse
Switzerland
$4.86M +$3.72M +69,502 +339%
MML Investors Services
84
MML Investors Services
Massachusetts
$4.82M +$110K +2,048 +2%
CIM
85
Corbyn Investment Management
Maryland
$4.74M +$4.7M +87,858 New
WBG
86
Wharton Business Group
Pennsylvania
$4.51M
FWM
87
Frontier Wealth Management
Missouri
$4.47M +$252K +4,715 +6%
TBA
88
Train Babcock Advisors
New York
$4.42M +$4.38M +81,873 New
GT
89
Glenmede Trust
Pennsylvania
$4.35M +$4.27M +79,785 +8,579%
WCM
90
Windsor Capital Management
Arizona
$4.34M -$35.3K -659 -0.8%
AG
91
Advisor Group
Arizona
$4.29M +$937K +17,521 +28%
BB
92
Bell Bank
North Dakota
$4.24M -$500K -9,356 -11%
NCM
93
Neumann Capital Management
California
$4.23M -$766K -14,311 -15%
Bank of New York Mellon
94
Bank of New York Mellon
New York
$4.21M +$1.67M +31,163 +67%
LPC
95
Loeb Partners Corp
New York
$4.18M -$12.8K -240 -0.3%
VV
96
Verity & Verity
South Carolina
$4.11M +$602K +11,250 +17%
Janus Henderson Group
97
Janus Henderson Group
United Kingdom
$4.05M
WWM
98
Willingdon Wealth Management
North Carolina
$3.98M +$3.94M +73,697 New
SRCM
99
Swift Run Capital Management
Virginia
$3.97M -$318K -5,940 -7%
MA
100
MYDA Advisors
New York
$3.95M +$3.92M +73,200 New

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.