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Alerian MLP ETF

346 hedge funds and large institutions have $3.14B invested in Alerian MLP ETF in 2014 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 170 increasing their positions, 108 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 108

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

6% more capital invested

Capital invested by funds: $2.97B → $3.14B (+$175M)

1% more funds holding

Funds holding: 343346 (+3)

0.22% more ownership

Funds ownership: 7.66%7.87% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 2828 (0)

99% less call options, than puts

Call options by funds: $320K | Put options by funds: $21.4M

Holders
346
Holders Change
+3
Holders Change %
+0.87%
% of All Funds
9.99%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.81%
New
31
Increased
170
Reduced
108
Closed
25
Calls
$320K
Puts
$21.4M
Net Calls
-$21M
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LWI
176
Long Wharf Investors
Massachusetts
$1.23M +$736K +8,394 +153%
CHFS
177
Cobble Hill Financial Services
New Jersey
$1.18M -$403K -4,600 -26%
IPC
178
Independent Portfolio Consultants
Florida
$1.18M +$1.17M +13,351 New
NES
179
New England Securities
New York
$1.16M +$6.67K +76 +0.6%
FPCP
180
Fort Point Capital Partners
California
$1.14M -$613K -6,989 -35%
MCM
181
Murphy Capital Management
New Jersey
$1.14M +$31.2K +356 +3%
PSW
182
Portfolio Strategies (Washington)
Washington
$1.13M +$77.3K +881 +7%
BEC
183
Blue Edge Capital
Virginia
$1.12M +$50.8K +579 +5%
ST
184
Sabal Trust
Florida
$1.1M +$62.4K +711 +6%
OC
185
Oppenheimer & Co
New York
$1.08M +$228K +2,594 +27%
ACM
186
Alpha Capital Management
Texas
$1.06M +$58.1K +662 +6%
V
187
Veritable
Delaware
$1.05M +$1.04M +11,883 New
LW
188
Linscomb Wealth
Texas
$1.05M -$219K -2,500 -17%
MA
189
MUFG Americas
New York
$1.04M +$318K +3,622 +45%
CC
190
Courier Capital
New York
$1.02M +$144K +1,637 +17%
AL
191
Agran Libbie
California
$1.01M +$91.2K +1,040 +10%
BRM
192
Boston Research & Management
Massachusetts
$1.01M +$70.9K +808 +8%
BCMO
193
Buckingham Capital Management (Ohio)
Ohio
$983K +$51.1K +583 +6%
SMC
194
Smith, Moore & Co
Missouri
$967K +$20K +228 +2%
MC
195
Mathes Company
New York
$951K +$38.6K +440 +4%
PSUF
196
People's United Financial
Connecticut
$912K +$203K +2,320 +29%
FCI
197
Financial Counselors Inc
Kansas
$906K -$22.2K -253 -2%
FANJ
198
Financial Architects (New Jersey)
New Jersey
$889K -$63.7K -726 -7%
SAM
199
Securian Asset Management
Minnesota
$883K
TCM
200
Telos Capital Management
California
$877K -$24.6K -280 -3%

AMLP Hedge Fund Activity: Q1 2014 in Review

346 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2014, worth a combined $3.14B — up 5.9% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AMLP positions and 25 closed out — a net gain of 6 holders — while 170 added to existing stakes and 108 trimmed.

The largest buyer was Aviance Capital Management, adding an estimated $87.1M. The largest seller was Bank of America, cutting an estimated $66.7M.

  • 346 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2014, up from 343 in Q4 2013.
  • Funds reported $3.14B of Alerian MLP ETF stock for Q1 2014, up 5.9% quarter-over-quarter.
  • 31 funds opened new Alerian MLP ETF positions in Q1 2014 and 25 closed out, a net change of +6 holders.
  • The largest Alerian MLP ETF buyer in Q1 2014 was Aviance Capital Management, an estimated $87.1M added.
  • The largest Alerian MLP ETF seller in Q1 2014 was Bank of America, an estimated $66.7M sold.

Based on aggregated 13F filings for Q1 2014.