We are live on ! Find out more
AMLP icon

Alerian MLP ETF

354 hedge funds and large institutions have $3.61B invested in Alerian MLP ETF in 2014 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 182 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 94

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

15% more capital invested

Capital invested by funds: $3.14B → $3.61B (+$474M)

2% more funds holding

Funds holding: 346354 (+8)

0% more funds holding in top 10

Funds holding in top 10: 2828 (0)

0.21% less ownership

Funds ownership: 7.87%7.66% (-0.21%)

98% less call options, than puts

Call options by funds: $255K | Put options by funds: $11.2M

Holders
354
Holders Change
+8
Holders Change %
+2.31%
% of All Funds
10.18%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.8%
New
31
Increased
182
Reduced
94
Closed
22
Calls
$255K
Puts
$11.2M
Net Calls
-$11M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
176
Boston Advisors
Massachusetts
$1.34M +$10.3K +113 +0.8%
MC
177
Mathes Company
New York
$1.34M +$301K +3,300 +31%
I2I
178
Insight 2811 Inc
Illinois
$1.31M +$2.73K +30 +0.2%
BRWA
179
B. Riley Wealth Advisors
Florida
$1.3M +$1.87M +20,479 +350%
NES
180
New England Securities
New York
$1.3M +$43.5K +478 +4%
IPC
181
Independent Portfolio Consultants
Florida
$1.28M +$16.1K +177 +1%
CHFS
182
Cobble Hill Financial Services
New Jersey
$1.27M
PMG
183
ProVise Management Group
Florida
$1.25M +$630K +6,919 +110%
MA
184
MUFG Americas
New York
$1.25M +$122K +1,343 +11%
BEC
185
Blue Edge Capital
Virginia
$1.21M -$729 -8 -0.1%
BRM
186
Boston Research & Management
Massachusetts
$1.18M +$90.3K +991 +9%
MCM
187
Murphy Capital Management
New Jersey
$1.14M -$77.9K -855 -7%
FPCP
188
Fort Point Capital Partners
California
$1.13M -$87.3K -958 -7%
EAM
189
Evanson Asset Management
California
$1.13M +$241K +2,649 +29%
AL
190
Agran Libbie
California
$1.13M +$36.4K +399 +3%
ST
191
Sabal Trust
Florida
$1.12M -$62.3K -684 -5%
BCMO
192
Buckingham Capital Management (Ohio)
Ohio
$1.11M +$53.3K +585 +5%
CC
193
Courier Capital
New York
$1.1M +$3.64K +40 +0.3%
LW
194
Linscomb Wealth
Texas
$1.08M -$42.1K -462 -4%
SMC
195
Smith, Moore & Co
Missouri
$1.06M +$23.7K +260 +2%
PSI
196
Pinnacle Summer Investments
Virginia
$1.06M -$437K -4,797 -30%
WA
197
WFG Advisors
Texas
$1.05M +$265K +2,905 +36%
JWBC
198
J.W. Burns & Co
New York
$1.03M +$95.4K +1,047 +11%
CA
199
Cetera Advisors
Colorado
$1.03M +$86.4K +948 +10%
PSUF
200
People's United Financial
Connecticut
$1.02M +$34.6K +380 +4%

AMLP Hedge Fund Activity: Q2 2014 in Review

354 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q2 2014, worth a combined $3.61B — up 15% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AMLP positions and 22 closed out — a net gain of 9 holders — while 182 added to existing stakes and 94 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $108M. The largest seller was Northern Trust, cutting an estimated $65M.

  • 354 institutional investors held Alerian MLP ETF (AMLP) as of Q2 2014, up from 346 in Q1 2014.
  • Funds reported $3.61B of Alerian MLP ETF stock for Q2 2014, up 15% quarter-over-quarter.
  • 31 funds opened new Alerian MLP ETF positions in Q2 2014 and 22 closed out, a net change of +9 holders.
  • The largest Alerian MLP ETF buyer in Q2 2014 was Morgan Stanley, an estimated $108M added.
  • The largest Alerian MLP ETF seller in Q2 2014 was Northern Trust, an estimated $65M sold.

Based on aggregated 13F filings for Q2 2014.