We are live on ! Find out more
AMLP icon

Alerian MLP ETF

608 hedge funds and large institutions have $4.25B invested in Alerian MLP ETF in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 225 increasing their positions, 221 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $33.7M | Put options by funds: $29.7M

2% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 221

0.38% more ownership

Funds ownership: 9.81%10.18% (+0.38%)

1% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 82

2% less funds holding

Funds holding: 618608 (-10)

15% less capital invested

Capital invested by funds: $5B → $4.25B (-$757M)

38% less funds holding in top 10

Funds holding in top 10: 2415 (-9)

Holders
608
Holders Change
-10
Holders Change %
-1.62%
% of All Funds
13.94%
Holding in Top 10
15
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-37.5%
% of All Funds
0.34%
New
81
Increased
225
Reduced
221
Closed
82
Calls
$33.7M
Puts
$29.7M
Net Calls
+$3.93M
Net Calls Change
-$50.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$785M +$222M +4,157,841 +33%
Goldman Sachs
2
Goldman Sachs
New York
$546M -$154M -2,877,856 -20%
T
3
Thomaspartners
Massachusetts
$335M +$19.1M +357,920 +5%
Bank of America
4
Bank of America
North Carolina
$275M +$13.7M +256,524 +5%
Wells Fargo
5
Wells Fargo
California
$270M -$2.89M -54,135 -0.9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$199M +$22.6M +422,537 +11%
UBS Group
7
UBS Group
Switzerland
$197M -$13M -243,396 -5%
Creative Planning
8
Creative Planning
Kansas
$173M +$184M +3,445,333 +1,381%
TF
9
TIAA FSB
Florida
$77.8M +$4.35M +81,307 +5%
Deutsche Bank
10
Deutsche Bank
Germany
$58M +$66.2M +1,239,086 New
Fidelity International
11
Fidelity International
Bermuda
$51.1M +$4.03M +75,301 +7%
RJA
12
Raymond James & Associates
Florida
$49.4M +$15.7M +294,106 +39%
AL
13
Appaloosa LP
New Jersey
$47.5M +$54.2M +1,013,638 New
SFM
14
Soros Fund Management
New York
$43.7M -$35.9M -672,420 -42%
LPL Financial
15
LPL Financial
California
$41.7M +$3.07M +57,375 +7%
BWM
16
Baystate Wealth Management
Massachusetts
$41.2M +$5.08M +94,945 +13%
CB
17
Commerce Bank
Missouri
$36.8M +$1.87M +34,900 +5%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$33.6M -$166K -3,103 -0.4%
Ameriprise
19
Ameriprise
Minnesota
$30.5M -$24.2M -451,854 -41%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$23.3M +$2.61M +48,742 +11%
MGAM
21
McGowan Group Asset Management
Texas
$20.3M +$2.4M +44,878 +12%
HighTower Advisors
22
HighTower Advisors
Illinois
$19.9M -$1.89M -35,360 -8%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$19.7M -$3.72M -69,560 -14%
Citigroup
24
Citigroup
New York
$19.7M -$12.5M -233,166 -36%
DJSG
25
D.J. St. Germain
Massachusetts
$19.1M -$44.8K -838 -0.2%

AMLP Hedge Fund Activity: Q1 2018 in Review

608 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2018, worth a combined $4.25B — down 15% from $5B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of AMLP and 81 opened new positions — a net loss of 1 holder — while 221 trimmed existing stakes and 225 added.

The largest buyer was Morgan Stanley, adding an estimated $222M. The largest seller was Goldman Sachs, cutting an estimated $154M.

  • 608 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2018, down from 618 in Q4 2017.
  • Funds reported $4.25B of Alerian MLP ETF stock for Q1 2018, down 15% quarter-over-quarter.
  • 81 funds opened new Alerian MLP ETF positions in Q1 2018 and 82 closed out, a net change of -1 holder.
  • The largest Alerian MLP ETF buyer in Q1 2018 was Morgan Stanley, an estimated $222M added.
  • The largest Alerian MLP ETF seller in Q1 2018 was Goldman Sachs, an estimated $154M sold.

Based on aggregated 13F filings for Q1 2018.