We are live on ! Find out more
AMLP icon

Alerian MLP ETF

320 hedge funds and large institutions have $4B invested in Alerian MLP ETF in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 170 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 75

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

57% more capital invested

Capital invested by funds: $2.55B → $4B (+$1.45B)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

4% more funds holding

Funds holding: 307320 (+13)

0.19% less ownership

Funds ownership: 7.83%7.64% (-0.19%)

99% less call options, than puts

Call options by funds: $27K | Put options by funds: $2.42M

Holders
320
Holders Change
+13
Holders Change %
+4.23%
% of All Funds
10.38%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.75%
New
36
Increased
170
Reduced
75
Closed
20
Calls
$27K
Puts
$2.42M
Net Calls
-$2.4M
Net Calls Change
+$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
DG
201
Davidson & Garrard
Virginia
$698K +$45.9K +520 +7%
1GA
202
1st Global Advisors
Texas
$693K +$346K +3,922 +99%
PSUF
203
People's United Financial
Connecticut
$688K -$57.2K -649 -8%
BA
204
BlackRock Advisors
Delaware
$666K +$171K +1,943 +35%
FMC
205
First Merchants Corp
Indiana
$655K -$24.4K -277 -4%
GA
206
Geneva Advisors
Illinois
$650K -$123K -1,399 -16%
KeyBank National Association
207
KeyBank National Association
Ohio
$637K
SNT
208
Security National Trust
West Virginia
$635K +$137K +1,558 +28%
NSIM
209
North Star Investment Management
Illinois
$610K +$381K +4,318 +165%
TCM
210
Tributary Capital Management
Nebraska
$605K
OIA
211
Optimum Investment Advisors
Illinois
$599K +$601K +6,808 New
DWT
212
Dorsey & Whitney Trust
South Dakota
$591K
CC
213
Courier Capital
New York
$576K +$290K +3,293 +101%
VV
214
Verity & Verity
South Carolina
$559K +$81.1K +919 +17%
MA
215
MUFG Americas
New York
$542K +$122K +1,380 +29%
VFS
216
VSR Financial Services
Kansas
$514K +$252K +2,861 +96%
LI
217
LMCG Investments
Massachusetts
$510K
RFC
218
Regions Financial Corp
Alabama
$503K +$129K +1,459 +34%
RNS
219
Robert N. Shapiro
$501K
GWM
220
Greenwich Wealth Management
Connecticut
$471K +$5.29K +60 +1%
EFSCE
221
Enterprise Financial Services Corp (EFSC)
Missouri
$464K +$48.7K +552 +12%
BRWA
222
B. Riley Wealth Advisors
Florida
$456K +$19.8K +224 +5%
FIM
223
Foresters Investment Management
New York
$449K
AC
224
Alexandria Capital
Virginia
$444K +$77.7K +881 +21%
Nomura Holdings
225
Nomura Holdings
Japan
$412K +$413K +4,680 New

AMLP Hedge Fund Activity: Q3 2013 in Review

320 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2013, worth a combined $4B — up 57% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AMLP positions and 20 closed out — a net gain of 16 holders — while 170 added to existing stakes and 75 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $28.7M. The largest seller was Archer Capital Management, exiting entirely with an estimated $23.8M sold.

  • 320 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2013, up from 307 in Q2 2013.
  • Funds reported $4B of Alerian MLP ETF stock for Q3 2013, up 57% quarter-over-quarter.
  • 36 funds opened new Alerian MLP ETF positions in Q3 2013 and 20 closed out, a net change of +16 holders.
  • The largest Alerian MLP ETF buyer in Q3 2013 was Bank of New York Mellon, an estimated $28.7M added.
  • The largest Alerian MLP ETF seller in Q3 2013 was Archer Capital Management, an estimated $23.8M sold.

Based on aggregated 13F filings for Q3 2013.