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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
TIA
201
Trust Investment Advisors
Indiana
$1.32M -$173K -2,800 -12%
CWM
202
Concert Wealth Management
California
$1.31M -$1.08M -17,534 -46%
DBIA
203
Dumont & Blake Investment Advisors
New Jersey
$1.29M -$1.42K -23 -0.1%
GW
204
GW & Wade
Massachusetts
$1.29M +$1.26M +20,421 New
ST
205
Spot Trading
Illinois
$1.28M -$666K -10,781 -35%
AI
206
Atria Investments
North Carolina
$1.28M +$174K +2,810 +16%
NFG
207
NewFocus Financial Group
Washington
$1.25M -$47.3K -765 -4%
CFA
208
Capstone Financial Advisors
Illinois
$1.25M +$315K +5,094 +34%
AZA
209
Arthur Zaske & Associates
Michigan
$1.24M +$170K +2,751 +16%
HIM
210
Hillsdale Investment Management
Ontario, Canada
$1.22M +$709K +11,480 +145%
NFG
211
Next Financial Group
Texas
$1.21M +$53.7K +870 +5%
WIA
212
Westbourne Investment Advisors
Maryland
$1.19M +$448K +7,250 +63%
HH
213
Hilltop Holdings
Texas
$1.18M +$25.3K +410 +2%
PWMAG
214
Pinnacle Wealth Management Advisory Group
New Jersey
$1.16M +$277K +4,477 +32%
BB
215
Bell Bank
North Dakota
$1.16M +$98.7K +1,598 +10%
CWM
216
Calamos Wealth Management
Illinois
$1.15M +$940K +15,212 +492%
CA
217
Cetera Advisors
Colorado
$1.12M -$1.89M -30,605 -63%
EFS
218
Essex Financial Services
Connecticut
$1.12M +$110K +1,785 +11%
CAL
219
Capital Advisors Ltd
Ohio
$1.11M -$65.9K -1,067 -6%
NA
220
Nottingham Advisors
New York
$1.06M -$12.8M -207,387 -93%
BRWA
221
B. Riley Wealth Advisors
Florida
$1.04M -$167K -2,699 -14%
LPIC
222
LeJeune Puetz Investment Counsel
Michigan
$1.02M +$1M +16,190 New
DAC
223
Dividend Assets Capital
South Carolina
$1.01M +$221K +3,578 +29%
FSA
224
Financial Sense Advisors
California
$1M -$151K -2,449 -13%
FHA
225
First Horizon Advisors
Tennessee
$1M

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.