We are live on ! Find out more
AMLP icon

Alerian MLP ETF

461 hedge funds and large institutions have $3.52B invested in Alerian MLP ETF in 2015 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 159 increasing their positions, 151 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

274% more call options, than puts

Call options by funds: $92.3M | Put options by funds: $24.7M

88% more funds holding in top 10

Funds holding in top 10: 1630 (+14)

82% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 65

18% more capital invested

Capital invested by funds: $2.99B → $3.52B (+$527M)

12% more funds holding

Funds holding: 412461 (+49)

5% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 151

0.73% more ownership

Funds ownership: 8.46%9.19% (+0.73%)

Holders
461
Holders Change
+49
Holders Change %
+11.89%
% of All Funds
12.09%
Holding in Top 10
30
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+87.5%
% of All Funds
0.79%
New
118
Increased
159
Reduced
151
Closed
65
Calls
$92.3M
Puts
$24.7M
Net Calls
+$67.6M
Net Calls Change
+$25M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
101
Venturi Wealth Management
Texas
$4.01M +$4.17M +66,586 New
Barclays
102
Barclays
United Kingdom
$3.87M +$3.17M +50,591 +362%
TG
103
Threshold Group
Washington
$3.87M +$4.02M +64,247 New
ACM
104
Alpha Capital Management
Texas
$3.81M +$2.01M +32,130 +103%
BFIC
105
Bedell Frazier Investment Counselling
California
$3.71M -$1.4M -22,300 -27%
HCM
106
Hollencrest Capital Management
California
$3.7M +$3.84M +61,408 New
NCM
107
Neumann Capital Management
California
$3.67M -$968K -15,464 -20%
WIC
108
Woodmont Investment Counsel
Tennessee
$3.67M -$932K -14,901 -20%
ACM
109
Akanthos Capital Management
California
$3.62M +$1.25M +20,000 +50%
DW
110
Domani Wealth
Pennsylvania
$3.59M +$827K +13,221 +28%
PAM
111
PVG Asset Management
Colorado
$3.53M -$2.04M -32,668 -36%
AIG
112
American International Group
New York
$3.51M +$709K +11,327 +24%
BIAS
113
Beacon Investment Advisory Services
New Jersey
$3.51M -$23.9M -381,194 -87%
WB
114
WesBanco Bank
West Virginia
$3.47M -$374K -5,982 -9%
P3I
115
Progeny 3 Inc
Washington
$3.41M -$219K -3,503 -6%
OLA
116
Oliver Luxxe Assets
New Jersey
$3.3M +$4.05M +64,679 New
Bank of New York Mellon
117
Bank of New York Mellon
New York
$3.25M +$1.13M +18,012 +50%
CA
118
Cambridge Associates
Massachusetts
$3.2M +$1.83M +29,298 +123%
TYCC
119
Texas Yale Capital Corp
Florida
$3.14M -$183K -2,929 -5%
FHC
120
First Heartland Consultants
Missouri
$3.01M -$54.6K -872 -2%
DJSG
121
D.J. St. Germain
Massachusetts
$2.97M +$2.9M +46,417 +1,604%
BF
122
BOK Financial
Oklahoma
$2.94M +$1.27M +20,247 +71%
PP
123
Patten & Patten
Tennessee
$2.82M +$1.26M +20,069 +75%
EWM
124
Edge Wealth Management
New York
$2.8M -$1.88M -29,999 -39%
UAS
125
United Asset Strategies
New York
$2.75M -$1.23M -19,689 -30%

AMLP Hedge Fund Activity: Q4 2015 in Review

461 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2015, worth a combined $3.52B — up 18% from $2.99B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new AMLP positions and 65 closed out — a net gain of 53 holders — while 159 added to existing stakes and 151 trimmed.

The largest buyer was Citigroup, adding an estimated $176M. The largest seller was Goldman Sachs, cutting an estimated $83M.

  • 461 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2015, up from 412 in Q3 2015.
  • Funds reported $3.52B of Alerian MLP ETF stock for Q4 2015, up 18% quarter-over-quarter.
  • 118 funds opened new Alerian MLP ETF positions in Q4 2015 and 65 closed out, a net change of +53 holders.
  • The largest Alerian MLP ETF buyer in Q4 2015 was Citigroup, an estimated $176M added.
  • The largest Alerian MLP ETF seller in Q4 2015 was Goldman Sachs, an estimated $83M sold.

Based on aggregated 13F filings for Q4 2015.