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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
HT
126
HAP Trading
New York
$2.91M +$2.89M +54,007 New
WB
127
WesBanco Bank
West Virginia
$2.84M -$67.4K -1,260 -2%
SWP
128
Stratos Wealth Partners
Ohio
$2.82M -$688K -12,870 -20%
LCS
129
Levin Capital Strategies
New York
$2.82M +$2.53M +47,344 +961%
IC
130
Intersect Capital
California
$2.81M -$301K -5,624 -10%
HTC
131
Haverford Trust Company
Pennsylvania
$2.74M -$141K -2,643 -5%
BFS
132
Bradley Foster & Sargent
Connecticut
$2.68M +$431K +8,050 +19%
MCM
133
McKinley Capital Management
Alaska
$2.63M +$2.61M +48,725 New
KeyBank National Association
134
KeyBank National Association
Ohio
$2.62M +$2.2M +41,198 +562%
PFS
135
Prospera Financial Services
Texas
$2.61M -$172K -3,214 -6%
CFA
136
Camarda Financial Advisors
Florida
$2.59M -$228K -4,255 -8%
AAM
137
Advisors Asset Management
Colorado
$2.54M -$25.8K -483 -1%
BIMC
138
Benson Investment Management Company
Virginia
$2.53M +$2.51M +46,870 New
PAG
139
Private Advisor Group
New Jersey
$2.51M -$8.39M -156,792 -78%
William Blair & Company
140
William Blair & Company
Illinois
$2.44M -$580K -10,835 -19%
HCM
141
HMS Capital Management
Tennessee
$2.44M +$178K +3,330 +8%
RCA
142
Rowland Carmichael Advisors
Arizona
$2.43M -$864K -16,148 -26%
TAM
143
Trust Asset Management
Texas
$2.41M
KPCM
144
Kings Point Capital Management
New York
$2.41M -$541K -10,117 -18%
FWIA
145
Fort Washington Investment Advisors
Ohio
$2.35M +$2.33M +43,526 New
AF
146
Alerus Financial
North Dakota
$2.33M +$2.31M +43,200 New
DADC
147
D.A. Davidson & Co
Montana
$2.32M +$367K +6,869 +19%
UR
148
USCA RIA
Texas
$2.31M -$177K -3,313 -7%
ABC
149
Associated Banc-Corp
Wisconsin
$2.28M +$601K +11,243 +36%
ASN
150
Advisory Services Network
Georgia
$2.28M +$356K +6,658 +19%

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.