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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
BCP
101
Berkeley Capital Partners
Georgia
$3.94M +$509K +9,519 +15%
NCM
102
Novare Capital Management
North Carolina
$3.9M -$73.1K -1,367 -2%
BC
103
Burleson & Co
California
$3.83M +$3.8M +71,009 New
OC
104
Oppenheimer & Co
New York
$3.8M -$1.26M -23,536 -25%
FHC
105
First Heartland Consultants
Missouri
$3.8M -$806K -15,072 -18%
PP
106
Patten & Patten
Tennessee
$3.75M -$2.58M -48,188 -41%
HW
107
Hancock Whitney
Mississippi
$3.7M -$4.48M -83,728 -55%
AAIM
108
American Assets Investment Management
California
$3.67M
GCA
109
Greenwood Capital Associates
South Carolina
$3.63M +$3.6M +67,256 New
PCM
110
Pointe Capital Management
Michigan
$3.61M +$1.11M +20,840 +45%
SIA
111
Starfire Investment Advisers
Michigan
$3.61M +$3.58M +66,877 New
JG
112
Jefferies Group
New York
$3.48M +$650K +12,152 +23%
DCM
113
DeGreen Capital Management
Arizona
$3.46M -$115K -2,149 -3%
LA
114
LVW Advisors
New York
$3.43M +$2.66M +49,695 +356%
MWM
115
Merriman Wealth Management
Washington
$3.43M +$3.4M +63,552 New
GA
116
Greytown Advisors
Florida
$3.41M +$599K +11,193 +22%
JCM
117
Janney Capital Management
Pennsylvania
$3.39M -$418K -7,821 -11%
Envestnet Asset Management
118
Envestnet Asset Management
Illinois
$3.3M +$388K +7,248 +13%
GP
119
GLG Partners
United Kingdom
$3.26M +$3.23M +60,393 New
RCYC
120
Richard C. Young & Co
Rhode Island
$3.2M +$3.22M +60,106 New
PFPT
121
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.19M -$444K -8,304 -12%
Mariner
122
Mariner
Kansas
$3.15M -$591K -11,054 -16%
PCIA
123
Prime Capital Investment Advisors
Kansas
$3.1M +$3.08M +57,515 New
VCM
124
Verger Capital Management
North Carolina
$3.02M -$7.19M -134,365 -71%
SI
125
Stephens Inc
Arkansas
$2.92M -$1.15M -21,419 -28%

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.