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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
CM
201
Caption Management
Oklahoma
$1.46M +$1.44M +27,000 New
KF
202
Krilogy Financial
Missouri
$1.45M -$178K -3,328 -11%
WIA
203
Westbourne Investment Advisors
Maryland
$1.44M +$372K +6,958 +35%
WCM
204
Weik Capital Management
Pennsylvania
$1.41M -$67.4K -1,260 -5%
FAAS
205
First Allied Advisory Services
California
$1.35M -$232K -4,345 -15%
MIM
206
MPI Investment Management
Illinois
$1.35M +$1.34M +24,966 New
HCMT
207
Highland Capital Management (Tennessee)
Tennessee
$1.34M -$11.5K -215 -0.9%
CAG
208
Csenge Advisory Group
Florida
$1.34M +$102K +1,912 +8%
IFWM
209
Institute for Wealth Management
Colorado
$1.34M +$5.35K +100 +0.4%
SMC
210
Smith, Moore & Co
Missouri
$1.32M +$21.7K +406 +2%
TNBTD
211
Trustmark National Bank Trust Department
Mississippi
$1.31M +$21.4K +400 +2%
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$1.31M -$478K -8,943 -27%
SB
213
Suntrust Banks
Georgia
$1.29M +$527K +9,844 +70%
OAM
214
Oppenheimer Asset Management
New York
$1.27M
LS
215
Lattice Strategies
Pennsylvania
$1.27M +$16K +300 +1%
WIC
216
Woodmont Investment Counsel
Tennessee
$1.27M -$512K -9,580 -29%
BI
217
Bramshill Investments
Florida
$1.23M +$1.22M +22,833 New
BP
218
Broadleaf Partners
Ohio
$1.22M +$1.21M +22,691 New
CGA
219
Crescent Grove Advisors
Illinois
$1.22M -$162K -3,020 -12%
TSS
220
Two Sigma Securities
New York
$1.21M +$778K +14,552 +184%
ZB
221
Zions Bancorporation
Utah
$1.2M +$1.15M +21,475 +2,664%
FCIM
222
Fairview Capital Investment Management
California
$1.18M -$4.53M -84,673 -80%
CA
223
Cetera Advisors
Colorado
$1.17M +$33.6K +629 +3%
OCM
224
Orleans Capital Management
Louisiana
$1.15M -$579K -10,820 -34%
WP
225
WealthSource Partners
California
$1.15M +$407K +7,617 +56%

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.