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Alerian MLP ETF
AMLP

Overview Fund Activity

343 hedge funds and large institutions have $2.97B invested in Alerian MLP ETF in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 151 increasing their positions, 96 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+23
Holders Change %
+7.19%
% of All Funds
9.96%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.81%
New
59
Increased
151
Reduced
96
Closed
32
Calls
$349K
Puts
$6.05M
Net Calls
-$5.7M
Net Calls Change
-$3.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$386M
2
Goldman Sachs
2
Goldman Sachs
New York
$108M
3
T
3
Thomaspartners
Massachusetts
$54.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$21.1M
5
U
5
UBS
Switzerland
$142M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$6.56M
2
HNB
2
Huntington National Bank
Ohio
$40M
3
IT
3
Investors Trust
Texas
$10.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$462M
5
DSAM
5
Dock Street Asset Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TTWM
101
TCV Trust & Wealth Management
Virginia
$3.35M +$7.38K +83 +0.2%
Barclays
102
Barclays
United Kingdom
$3.32M +$255K +2,990 +8%
FFSOTS
103
Fiduciary Financial Services of The Southwest
Texas
$3.3M +$71.5K +804 +2%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$3.29M +$136K +1,524 +4%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$3.26M -$904K -10,164 -22%
SSB
106
Sandy Spring Bank
Maryland
$3.22M +$216K +2,434 +7%
CFN
107
Cordasco Financial Network
Florida
$3.09M +$3.09M +34,731 New
FWM
108
Focused Wealth Management
New York
$3.05M +$35.6K +400 +1%
PFS
109
Prospera Financial Services
Texas
$3M -$182K -2,049 -6%
AI
110
Atria Investments
North Carolina
$2.96M -$188K -2,117 -6%
MA
111
MCF Advisors
Kentucky
$2.82M +$438K +4,957 +18%
TC
112
Taylor Cottrill
New Hampshire
$2.8M -$21.3K -240 -0.8%
BWP
113
Baldwin Wealth Partners
Massachusetts
$2.79M -$1.5M -16,890 -35%
PP
114
Palladium Partners
Virginia
$2.79M +$119K +1,342 +4%
VIP
115
Vantage Investment Partners
Missouri
$2.79M +$34.9K +392 +1%
SCM
116
Summit Capital Management
Washington
$2.79M +$119K +1,340 +4%
AFS
117
Aft Forsyth & Sober
Florida
$2.77M – – –
PIM
118
Penobscot Investment Management
Massachusetts
$2.71M +$258K +2,896 +10%
DA
119
Dunvegan Associates
California
$2.71M +$18.9K +212 +0.7%
CFS
120
Community Financial System
New York
$2.68M +$30.9K +348 +1%
BB
121
Bell Bank
North Dakota
$2.66M -$255K -2,870 -9%
DBIA
122
Dumont & Blake Investment Advisors
New Jersey
$2.64M -$304K -3,420 -10%
CCM
123
Coldstream Capital Management
Washington
$2.58M +$57.6K +647 +2%
CONA
124
Capital One National Association
New York
$2.47M +$321K +3,604 +15%
EWM
125
Elite Wealth Management
Washington
$2.46M +$391K +4,392 +19%
3 4
5
6 7