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
IIC
151
Ironwood Investment Counsel
Arizona
$2.05M +$1.96M +31,280 +1,154%
VIP
152
Vantage Investment Partners
Missouri
$2.04M -$5.31M -84,827 -71%
UCFA
153
United Capital Financial Advisors
Texas
$2.04M -$1.53M -24,403 -42%
NCM
154
Novare Capital Management
North Carolina
$2.03M +$2.11M +33,664 New
CPIG
155
Chicago Partners Investment Group
Illinois
$2M +$2.04M +32,571 +4,818%
WMG
156
WESCAP Management Group
California
$1.99M +$2.07M +33,055 New
SFT
157
Simmons First Trust
Arkansas
$1.95M +$2.03M +32,409 New
BKA
158
Brick & Kyle Associates
Pennsylvania
$1.95M -$69.5K -1,110 -3%
VV
159
Verity & Verity
South Carolina
$1.95M +$259K +4,144 +15%
TWM
160
Torch Wealth Management
Ohio
$1.94M -$170K -2,720 -8%
SWP
161
Stratos Wealth Partners
Ohio
$1.94M +$817K +13,053 +68%
TAM
162
Tocqueville Asset Management
New York
$1.92M +$58.6K +937 +3%
MWP
163
MYCIO Wealth Partners
Pennsylvania
$1.91M +$1.92M +30,700 +2,885%
JMPWA
164
JP Morgan Private Wealth Advisors
California
$1.87M -$6.26K -100 -0.3%
IP
165
Investment Partners
Ohio
$1.85M +$1.93M +30,800 New
OCM
166
Orleans Capital Management
Louisiana
$1.83M -$252K -4,030 -12%
CTA
167
Colonial Trust Advisors
South Carolina
$1.83M -$1.89M -30,174 -50%
Millennium Management
168
Millennium Management
New York
$1.81M +$1.12M +17,900 +148%
LC
169
LNZ Capital
New York
$1.81M +$1.88M +30,000 New
CLA
170
Cranberry Lake Advisors
Texas
$1.81M
CCM
171
Cribstone Capital Management
Maine
$1.8M +$1.88M +29,972 New
BFEC
172
Benjamin F. Edwards & Company
Missouri
$1.79M -$70.1K -1,121 -4%
FFS
173
Founders Financial Securities
Maryland
$1.79M +$25.6K +409 +1%
OC
174
Oppenheimer & Co
New York
$1.75M +$402K +6,420 +28%
SPC
175
Sigma Planning Corp
Michigan
$1.75M -$118K -1,878 -6%

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.