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Alerian MLP ETF

429 hedge funds and large institutions have $1.91B invested in Alerian MLP ETF in 2020 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 122 increasing their positions, 129 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 36

44% more capital invested

Capital invested by funds: $1.32B → $1.91B (+$586M)

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

20% more funds holding

Funds holding: 357429 (+72)

1.7% more ownership

Funds ownership: 44.16%45.86% (+1.7%)

5% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 129

14% less call options, than puts

Call options by funds: $94.7M | Put options by funds: $110M

Holders
429
Holders Change
+72
Holders Change %
+20.17%
% of All Funds
7.59%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
113
Increased
122
Reduced
129
Closed
36
Calls
$94.7M
Puts
$110M
Net Calls
-$15.6M
Net Calls Change
+$25.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
126
Pointe Capital Management
Michigan
$1.09M -$999K -41,571 -49%
TF
127
Trek Financial
Arizona
$1.06M +$994K +41,350 New
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$1.04M +$54.6K +2,271 +6%
SC
129
Savant Capital
Illinois
$1.02M -$531K -22,092 -36%
EWM
130
Edge Wealth Management
New York
$1.02M -$164K -6,844 -15%
Lido Advisors
131
Lido Advisors
California
$1.01M +$14.4K +600 +2%
NB
132
Nicolet Bankshares
Wisconsin
$1.01M +$68.8K +2,865 +8%
BIA
133
Barry Investment Advisors
Massachusetts
$1.01M +$227K +9,462 +32%
PGFC
134
Peapack-Gladstone Financial Corp
New Jersey
$998K -$34.8K -1,450 -4%
BP
135
BBR Partners
New York
$996K +$25.5K +1,063 +3%
SRSA
136
S.R. Schill & Associates
Washington
$992K +$288K +12,004 +45%
CL
137
COWA LLC
Oklahoma
$979K +$796K +33,120 New
PFS
138
Prospera Financial Services
Texas
$964K +$902K +37,554 New
SPC
139
Sigma Planning Corp
Michigan
$958K +$311K +12,948 +53%
BS
140
Boenning & Scattergood
Pennsylvania
$958K +$337K +14,008 +60%
TCA
141
Transcend Capital Advisors
New Jersey
$947K +$88.6K +3,689 +11%
KAS
142
Kestra Advisory Services
Texas
$931K +$432K +17,989 +97%
GWM
143
Geneos Wealth Management
Colorado
$925K -$16.7K -694 -2%
William Blair & Company
144
William Blair & Company
Illinois
$923K -$362K -15,083 -30%
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
$906K
MSFS
146
Main Street Financial Solutions
Pennsylvania
$876K +$821K +34,150 New
IP
147
Intellectus Partners
California
$861K -$29K -1,208 -3%
BFIC
148
Bedell Frazier Investment Counselling
California
$858K -$403K -16,780 -33%
Renaissance Technologies
149
Renaissance Technologies
New York
$844K +$791K +32,900 New
WPW
150
Waldron Private Wealth
Pennsylvania
$826K +$213K +8,857 +38%

AMLP Hedge Fund Activity: Q4 2020 in Review

429 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2020, worth a combined $1.91B — up 44% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new AMLP positions and 36 closed out — a net gain of 77 holders — while 122 added to existing stakes and 129 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $46M. The largest seller was Wells Fargo, cutting an estimated $20M.

  • 429 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2020, up from 357 in Q3 2020.
  • Funds reported $1.91B of Alerian MLP ETF stock for Q4 2020, up 44% quarter-over-quarter.
  • 113 funds opened new Alerian MLP ETF positions in Q4 2020 and 36 closed out, a net change of +77 holders.
  • The largest Alerian MLP ETF buyer in Q4 2020 was Goldman Sachs, an estimated $46M added.
  • The largest Alerian MLP ETF seller in Q4 2020 was Wells Fargo, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2020.