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Alerian MLP ETF

524 hedge funds and large institutions have $4.87B invested in Alerian MLP ETF in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 213 increasing their positions, 170 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $21.7M | Put options by funds: $8.37M

59% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 44

28% more funds holding in top 10

Funds holding in top 10: 2937 (+8)

25% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 170

11% more capital invested

Capital invested by funds: $4.37B → $4.87B (+$498M)

4% more funds holding

Funds holding: 505524 (+19)

0.02% more ownership

Funds ownership: 8.85%8.87% (+0.02%)

Holders
524
Holders Change
+19
Holders Change %
+3.76%
% of All Funds
13.04%
Holding in Top 10
37
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+27.59%
% of All Funds
0.92%
New
70
Increased
213
Reduced
170
Closed
44
Calls
$21.7M
Puts
$8.37M
Net Calls
+$13.3M
Net Calls Change
-$5.24M
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
201
Shepherd Financial Partners
Massachusetts
$1.47M +$122K +1,892 +9%
EFS
202
Essex Financial Services
Connecticut
$1.47M +$349K +5,430 +31%
IAS
203
IMA Advisory Services
Colorado
$1.47M -$89.7K -1,396 -6%
AHC
204
Adell Harriman & Carpenter
Texas
$1.47M -$8.99K -140 -0.6%
WCM
205
Weik Capital Management
Pennsylvania
$1.46M +$43.7K +680 +3%
OAM
206
Oppenheimer Asset Management
New York
$1.44M +$1.46M +22,691 New
MWP
207
MYCIO Wealth Partners
Pennsylvania
$1.41M +$73.9K +1,150 +5%
BRWA
208
B. Riley Wealth Advisors
Florida
$1.4M +$356K +5,549 +34%
FSA
209
Financial Sense Advisors
California
$1.39M +$384K +5,977 +38%
CC
210
Courier Capital
New York
$1.38M -$5.14K -80 -0.4%
SMC
211
Smith, Moore & Co
Missouri
$1.37M +$4.11K +64 +0.3%
WIA
212
Westbourne Investment Advisors
Maryland
$1.36M +$166K +2,585 +14%
CTA
213
Colonial Trust Advisors
South Carolina
$1.35M -$92.5K -1,440 -6%
FPA
214
Fieldpoint Private Advisors
New York
$1.33M
DBIA
215
Dumont & Blake Investment Advisors
New Jersey
$1.3M +$4.82K +75 +0.4%
CWM
216
Concert Wealth Management
California
$1.3M -$15.6K -243 -1%
CA
217
Cetera Advisors
Colorado
$1.29M +$167K +2,602 +15%
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$1.29M +$1.31M +20,330 New
NFG
219
NewFocus Financial Group
Washington
$1.26M -$9.06K -141 -0.7%
AZA
220
Arthur Zaske & Associates
Michigan
$1.25M
LPT
221
Legacy Private Trust
Wisconsin
$1.22M -$1.06M -16,517 -46%
CAL
222
Capital Advisors Ltd
Ohio
$1.22M +$98.5K +1,534 +9%
PWMAG
223
Pinnacle Wealth Management Advisory Group
New Jersey
$1.21M +$41.3K +643 +3%
PP
224
Peconic Partners
New York
$1.18M -$36.8M -572,514 -97%
HH
225
Hilltop Holdings
Texas
$1.17M -$26.8K -418 -2%

AMLP Hedge Fund Activity: Q1 2017 in Review

524 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2017, worth a combined $4.87B — up 11% from $4.37B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new AMLP positions and 44 closed out — a net gain of 26 holders — while 213 added to existing stakes and 170 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $129M. The largest seller was Peconic Partners, cutting an estimated $36.8M.

  • 524 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2017, up from 505 in Q4 2016.
  • Funds reported $4.87B of Alerian MLP ETF stock for Q1 2017, up 11% quarter-over-quarter.
  • 70 funds opened new Alerian MLP ETF positions in Q1 2017 and 44 closed out, a net change of +26 holders.
  • The largest Alerian MLP ETF buyer in Q1 2017 was Goldman Sachs, an estimated $129M added.
  • The largest Alerian MLP ETF seller in Q1 2017 was Peconic Partners, an estimated $36.8M sold.

Based on aggregated 13F filings for Q1 2017.