We are live on ! Find out more
AMLP icon

Alerian MLP ETF

608 hedge funds and large institutions have $4.25B invested in Alerian MLP ETF in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 225 increasing their positions, 221 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $33.7M | Put options by funds: $29.7M

2% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 221

0.38% more ownership

Funds ownership: 9.81%10.18% (+0.38%)

1% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 82

2% less funds holding

Funds holding: 618608 (-10)

15% less capital invested

Capital invested by funds: $5B → $4.25B (-$757M)

38% less funds holding in top 10

Funds holding in top 10: 2415 (-9)

Holders
608
Holders Change
-10
Holders Change %
-1.62%
% of All Funds
13.94%
Holding in Top 10
15
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-37.5%
% of All Funds
0.34%
New
81
Increased
225
Reduced
221
Closed
82
Calls
$33.7M
Puts
$29.7M
Net Calls
+$3.93M
Net Calls Change
-$50.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
126
Advisors Asset Management
Colorado
$2.26M +$65.2K +1,220 +3%
RRWA
127
Rainey & Randall Wealth Advisors
Florida
$2.2M +$863K +16,146 +52%
IC
128
Intersect Capital
California
$2.17M -$319K -5,969 -11%
UAS
129
United Asset Strategies
New York
$2.1M +$143K +2,672 +6%
TAM
130
Trust Asset Management
Texas
$2.1M
BAM
131
Brave Asset Management
New Jersey
$2.07M +$2.36M +44,170 New
FM
132
Forward Management
California
$2.02M +$2.3M +43,104 New
SPC
133
Sigma Planning Corp
Michigan
$2.02M +$130K +2,437 +6%
RCA
134
Rowland Carmichael Advisors
Arizona
$2M -$124K -2,327 -5%
CPIG
135
Chicago Partners Investment Group
Illinois
$1.98M +$87.1K +1,629 +4%
Citadel Advisors
136
Citadel Advisors
Florida
$1.98M +$1.52M +28,380 +205%
AWM
137
AE Wealth Management
Kansas
$1.94M +$385K +7,211 +21%
PFS
138
Prospera Financial Services
Texas
$1.93M -$380K -7,108 -15%
VCM
139
Verger Capital Management
North Carolina
$1.91M -$820K -15,340 -27%
KPCM
140
Kings Point Capital Management
New York
$1.87M -$254K -4,755 -11%
FWM
141
Frontier Wealth Management
Missouri
$1.84M -$2.33M -43,583 -53%
CWA
142
Cypress Wealth Advisors
California
$1.81M +$1.74M +32,612 +543%
JG
143
Jefferies Group
New York
$1.79M -$1.4M -26,268 -41%
KF
144
Krilogy Financial
Missouri
$1.78M +$602K +11,266 +42%
MC
145
Muhlenkamp & Co
Pennsylvania
$1.76M +$2.01M +37,548 New
LM
146
Luminus Management
Texas
$1.76M +$2M +37,480 New
MFW
147
Meristem Family Wealth
Minnesota
$1.74M -$175K -3,265 -8%
TA
148
Tiedemann Advisors
New York
$1.73M +$1.79M +33,447 +953%
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$1.73M -$145K -2,721 -7%
BKA
150
Brick & Kyle Associates
Pennsylvania
$1.69M +$12.2K +229 +0.6%

AMLP Hedge Fund Activity: Q1 2018 in Review

608 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2018, worth a combined $4.25B — down 15% from $5B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of AMLP and 81 opened new positions — a net loss of 1 holder — while 221 trimmed existing stakes and 225 added.

The largest buyer was Morgan Stanley, adding an estimated $222M. The largest seller was Goldman Sachs, cutting an estimated $154M.

  • 608 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2018, down from 618 in Q4 2017.
  • Funds reported $4.25B of Alerian MLP ETF stock for Q1 2018, down 15% quarter-over-quarter.
  • 81 funds opened new Alerian MLP ETF positions in Q1 2018 and 82 closed out, a net change of -1 holder.
  • The largest Alerian MLP ETF buyer in Q1 2018 was Morgan Stanley, an estimated $222M added.
  • The largest Alerian MLP ETF seller in Q1 2018 was Goldman Sachs, an estimated $154M sold.

Based on aggregated 13F filings for Q1 2018.