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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
LPIC
151
LeJeune Puetz Investment Counsel
Michigan
$814K -$111K -4,600 -13%
BW
152
Bison Wealth
Georgia
$798K -$4.01K -167 -0.5%
SF
153
Synovus Financial
Georgia
$784K -$14.5K -605 -2%
JIP
154
Jaffetilchin Investment Partners
Florida
$777K +$372K +15,497 +105%
SWM
155
Sculati Wealth Management
Michigan
$772K +$181K +7,517 +33%
IFG
156
Investors Financial Group
Minnesota
$770K -$89.2K -3,710 -11%
HNB
157
Huntington National Bank
Ohio
$770K
FTS
158
Fifth Third Securities
Ohio
$757K +$291K +12,103 +70%
Baird Financial Group
159
Baird Financial Group
Wisconsin
$753K -$12.4M -514,346 -95%
ACA
160
Atlas Capital Advisors
Wyoming
$745K -$54.7K -2,277 -7%
BKA
161
Brick & Kyle Associates
Pennsylvania
$738K -$49.9K -2,076 -7%
FPB
162
First PREMIER Bank
South Dakota
$731K -$71.3K -2,968 -9%
GAM
163
Gould Asset Management
California
$730K -$189K -7,881 -22%
HIP
164
HUB Investment Partners
Texas
$722K +$868K +36,128 New
SPIA
165
Steward Partners Investment Advisory
New York
$712K +$87.2K +3,630 +15%
BFS
166
Bradley Foster & Sargent
Connecticut
$707K -$402K -16,742 -38%
V
167
Veritable
Delaware
$677K +$128K +5,310 +25%
SWP
168
Stratos Wealth Partners
Ohio
$660K -$333K -13,873 -35%
NIM
169
NXG Investment Management
Texas
$633K +$592K +24,642 New
FCFC
170
First Commonwealth Financial Corp
Pennsylvania
$610K -$4.57K -190 -0.8%
PAS
171
Park Avenue Securities
New York
$608K -$225K -9,351 -28%
ACI
172
Alpha Cubed Investments
California
$601K +$563K +23,425 New
Northern Trust
173
Northern Trust
Illinois
$595K -$89.2K -3,710 -14%
VCM
174
Vivaldi Capital Management
Illinois
$593K +$263K +10,941 +90%
UCFA
175
United Capital Financial Advisors
Texas
$587K -$1.61K -67 -0.3%

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.