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Alerian MLP ETF

505 hedge funds and large institutions have $4.37B invested in Alerian MLP ETF in 2016 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 201 increasing their positions, 126 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 47

75% more call options, than puts

Call options by funds: $43.4M | Put options by funds: $24.9M

60% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 126

12% more capital invested

Capital invested by funds: $3.89B → $4.37B (+$479M)

11% more funds holding

Funds holding: 454505 (+51)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

0.14% more ownership

Funds ownership: 8.71%8.85% (+0.14%)

Holders
505
Holders Change
+51
Holders Change %
+11.23%
% of All Funds
12.63%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.72%
New
106
Increased
201
Reduced
126
Closed
47
Calls
$43.4M
Puts
$24.9M
Net Calls
+$18.5M
Net Calls Change
+$9.33M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
176
Salem Investment Counselors
North Carolina
$1.63M +$591K +9,565 +59%
WP
177
WealthSource Partners
California
$1.63M +$27.1K +439 +2%
ACP
178
Aveo Capital Partners
Colorado
$1.59M +$1.56M +25,314 New
HCMT
179
Highland Capital Management (Tennessee)
Tennessee
$1.59M +$62.3K +1,008 +4%
CC
180
Callan Capital
California
$1.59M +$415K +6,711 +36%
CIBC World Market
181
CIBC World Market
Ontario, Canada
$1.57M +$1.54M +24,930 New
MFW
182
Meristem Family Wealth
Minnesota
$1.56M +$1.53M +24,737 New
IAS
183
IMA Advisory Services
Colorado
$1.54M -$93.5K -1,513 -6%
GAG
184
GM Advisory Group
New York
$1.54M +$1.51M +24,447 New
AL
185
Agran Libbie
California
$1.51M +$1.48M +23,982 New
CS
186
Comerica Securities
Michigan
$1.51M +$1.48M +23,983 New
GWM
187
Greenwich Wealth Management
Connecticut
$1.49M -$206K -3,339 -12%
CTA
188
Colonial Trust Advisors
South Carolina
$1.49M -$228K -3,685 -14%
SB
189
Suntrust Banks
Georgia
$1.47M +$257K +4,159 +22%
AHC
190
Adell Harriman & Carpenter
Texas
$1.46M +$251K +4,060 +21%
BW
191
Bison Wealth
Georgia
$1.43M +$70.2K +1,136 +5%
WCM
192
Weik Capital Management
Pennsylvania
$1.41M +$581K +9,410 +73%
DW
193
Domani Wealth
Pennsylvania
$1.38M -$300K -4,864 -18%
CC
194
Courier Capital
New York
$1.37M +$86.3K +1,397 +7%
SFP
195
Shepherd Financial Partners
Massachusetts
$1.36M +$1.32M +21,297 New
IIC
196
Integrated Investment Consultants
Michigan
$1.35M -$251K -4,062 -16%
SMC
197
Smith, Moore & Co
Missouri
$1.35M +$145K +2,352 +12%
GA
198
Greytown Advisors
Florida
$1.35M +$1.32M +21,437 New
MWP
199
MYCIO Wealth Partners
Pennsylvania
$1.32M +$243K +3,926 +23%
FPA
200
Fieldpoint Private Advisors
New York
$1.32M

AMLP Hedge Fund Activity: Q4 2016 in Review

505 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2016, worth a combined $4.37B — up 12% from $3.89B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new AMLP positions and 47 closed out — a net gain of 59 holders — while 201 added to existing stakes and 126 trimmed.

The largest buyer was Bank of America, adding an estimated $81.7M. The largest seller was Magnetar Financial, exiting entirely with an estimated $15.6M sold.

  • 505 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2016, up from 454 in Q3 2016.
  • Funds reported $4.37B of Alerian MLP ETF stock for Q4 2016, up 12% quarter-over-quarter.
  • 106 funds opened new Alerian MLP ETF positions in Q4 2016 and 47 closed out, a net change of +59 holders.
  • The largest Alerian MLP ETF buyer in Q4 2016 was Bank of America, an estimated $81.7M added.
  • The largest Alerian MLP ETF seller in Q4 2016 was Magnetar Financial, an estimated $15.6M sold.

Based on aggregated 13F filings for Q4 2016.