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Alerian MLP ETF

618 hedge funds and large institutions have $5B invested in Alerian MLP ETF in 2017 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 180 increasing their positions, 217 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 64

92% more call options, than puts

Call options by funds: $114M | Put options by funds: $59.3M

18% more funds holding

Funds holding: 524618 (+94)

6% more capital invested

Capital invested by funds: $4.72B → $5B (+$287M)

0.44% more ownership

Funds ownership: 9.36%9.81% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 2424 (0)

17% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 217

Holders
618
Holders Change
+94
Holders Change %
+17.94%
% of All Funds
14.02%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.54%
New
162
Increased
180
Reduced
217
Closed
64
Calls
$114M
Puts
$59.3M
Net Calls
+$54.3M
Net Calls Change
+$63.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
176
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.7M -$902K -16,855 -35%
SIC
177
Salem Investment Counselors
North Carolina
$1.69M +$78.9K +1,475 +5%
GIP
178
Greatmark Investment Partners
Georgia
$1.67M +$1.07M +20,065 +184%
CCA
179
Clearwater Capital Advisors
Illinois
$1.67M -$117K -2,196 -7%
CCM
180
Consolidated Capital Management
California
$1.67M +$1.65M +30,928 New
PC
181
Permanens Capital
New York
$1.67M +$1.65M +30,900 New
RRWA
182
Rainey & Randall Wealth Advisors
Florida
$1.66M +$1.65M +30,788 New
LI
183
Longer Investments
Arkansas
$1.66M -$3.28M -61,308 -67%
TAM
184
Tocqueville Asset Management
New York
$1.65M +$1.52M +28,355 +1,234%
CAN
185
Cetera Advisor Networks
California
$1.64M +$23.4K +437 +1%
H
186
HoyleCohen
California
$1.61M +$1.6M +29,852 New
Jane Street
187
Jane Street
New York
$1.6M -$1.87M -34,954 -54%
NWM
188
Northwest Wealth Management
Iowa
$1.59M +$318K +5,953 +25%
AWCI
189
Alpine Woods Capital Investors
New York
$1.56M +$1.55M +29,000 New
SSB
190
Sandy Spring Bank
Maryland
$1.56M -$250K -4,678 -14%
MCM
191
Millie Capital Management
California
$1.56M -$4M -74,709 -72%
M&T Bank
192
M&T Bank
New York
$1.55M -$120K -2,239 -7%
LPIC
193
LeJeune Puetz Investment Counsel
Michigan
$1.55M +$263K +4,920 +21%
BWM
194
Buckley Wealth Management
Nevada
$1.54M +$1.53M +28,626 New
CS
195
Comerica Securities
Michigan
$1.53M +$167K +3,128 +12%
PV
196
Private Vista
Illinois
$1.52M -$463K -8,661 -24%
JMPWA
197
JP Morgan Private Wealth Advisors
California
$1.51M -$37.4M -700,005 -96%
HFS
198
HL Financial Services
Kentucky
$1.51M -$109K -2,042 -7%
KFGK
199
Keystone Financial Group (Kentucky)
Kentucky
$1.48M +$1.39M +25,997 New
BW
200
Bison Wealth
Georgia
$1.48M +$41.2K +771 +3%

AMLP Hedge Fund Activity: Q4 2017 in Review

618 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2017, worth a combined $5B — up 6.1% from $4.72B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new AMLP positions and 64 closed out — a net gain of 98 holders — while 180 added to existing stakes and 217 trimmed.

The largest buyer was Northwestern Mutual Investment Management Company, opening a new position worth an estimated $126M. The largest seller was Bank of America, cutting an estimated $122M.

  • 618 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2017, up from 524 in Q3 2017.
  • Funds reported $5B of Alerian MLP ETF stock for Q4 2017, up 6.1% quarter-over-quarter.
  • 162 funds opened new Alerian MLP ETF positions in Q4 2017 and 64 closed out, a net change of +98 holders.
  • The largest Alerian MLP ETF buyer in Q4 2017 was Northwestern Mutual Investment Management Company, an estimated $126M added.
  • The largest Alerian MLP ETF seller in Q4 2017 was Bank of America, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2017.