We are live on ! Find out more
AMLP icon

Alerian MLP ETF

613 hedge funds and large institutions have $3.83B invested in Alerian MLP ETF in 2019 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 218 increasing their positions, 222 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.27% more ownership

Funds ownership: 9.09%9.36% (+0.27%)

2% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 222

2% less capital invested

Capital invested by funds: $3.92B → $3.83B (-$88M)

3% less funds holding

Funds holding: 629613 (-16)

17% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 66

24% less funds holding in top 10

Funds holding in top 10: 2922 (-7)

47% less call options, than puts

Call options by funds: $25.2M | Put options by funds: $47.3M

Holders
613
Holders Change
-16
Holders Change %
-2.54%
% of All Funds
13.44%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.48%
New
55
Increased
218
Reduced
222
Closed
66
Calls
$25.2M
Puts
$47.3M
Net Calls
-$22.1M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
176
Parametric Portfolio Associates
Washington
$1.43M -$105K -2,214 -7%
GIP
177
Greatmark Investment Partners
Georgia
$1.43M -$80.2K -1,695 -5%
WCM
178
Windsor Capital Management
Arizona
$1.42M -$1.86M -39,311 -56%
Nomura Asset Management
179
Nomura Asset Management
Japan
$1.4M +$1.08M +22,800 +291%
WMG
180
WESCAP Management Group
California
$1.38M -$394K -8,330 -22%
GWM
181
Greenwich Wealth Management
Connecticut
$1.36M +$38.9K +823 +3%
JG
182
Jefferies Group
New York
$1.33M +$501K +10,599 +57%
BCP
183
Berkeley Capital Partners
Georgia
$1.33M -$119K -2,506 -8%
UCMOK
184
United Capital Management of KS
Kansas
$1.32M +$126K +2,662 +10%
AWA
185
Arete Wealth Advisors
Illinois
$1.32M -$24.2K -511 -2%
AFS
186
Access Financial Services
Minnesota
$1.32M -$10.6K -224 -0.8%
ECM
187
Evergreen Capital Management
Washington
$1.31M +$34.9K +737 +3%
SC
188
Scotia Capital
Ontario, Canada
$1.29M -$228K -4,824 -15%
BKA
189
Brick & Kyle Associates
Pennsylvania
$1.29M +$1.42M +30,023 New
S
190
SignatureFD
Georgia
$1.28M +$46.1K +975 +4%
CAN
191
Cetera Advisor Networks
California
$1.27M -$88K -1,860 -6%
UR
192
USCA RIA
Texas
$1.26M +$158K +3,339 +14%
PA
193
Parallel Advisors
California
$1.24M +$1.03M +21,812 +403%
Jane Street
194
Jane Street
New York
$1.23M -$1.21M -25,579 -49%
HH
195
Hilltop Holdings
Texas
$1.23M -$546K -11,541 -30%
WCM
196
Weik Capital Management
Pennsylvania
$1.22M -$11.6K -245 -0.9%
MTIM
197
Marathon Trading Investment Management
Pennsylvania
$1.21M +$290K +6,140 +30%
IP
198
Intellectus Partners
California
$1.17M +$136K +2,884 +13%
BRWM
199
B. Riley Wealth Management
Tennessee
$1.17M -$24.8K -524 -2%
AAA
200
Adams Asset Advisors
Texas
$1.16M +$237K +5,020 +25%

AMLP Hedge Fund Activity: Q3 2019 in Review

613 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2019, worth a combined $3.83B — down 2.2% from $3.92B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of AMLP and 55 opened new positions — a net loss of 11 holders — while 222 trimmed existing stakes and 218 added.

The largest buyer was Creative Planning, adding an estimated $112M. The largest seller was Goldman Sachs, cutting an estimated $125M.

  • 613 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2019, down from 629 in Q2 2019.
  • Funds reported $3.83B of Alerian MLP ETF stock for Q3 2019, down 2.2% quarter-over-quarter.
  • 55 funds opened new Alerian MLP ETF positions in Q3 2019 and 66 closed out, a net change of -11 holders.
  • The largest Alerian MLP ETF buyer in Q3 2019 was Creative Planning, an estimated $112M added.
  • The largest Alerian MLP ETF seller in Q3 2019 was Goldman Sachs, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2019.