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Alerian MLP ETF

679 hedge funds and large institutions have $3.8B invested in Alerian MLP ETF in 2019 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 196 increasing their positions, 245 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 88

72% more call options, than puts

Call options by funds: $124M | Put options by funds: $72.1M

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

11% more funds holding

Funds holding: 613679 (+66)

0.2% more ownership

Funds ownership: 9.36%9.56% (+0.2%)

1% less capital invested

Capital invested by funds: $3.83B → $3.8B (-$23.6M)

20% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 245

Holders
679
Holders Change
+66
Holders Change %
+10.77%
% of All Funds
13.38%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.49%
New
163
Increased
196
Reduced
245
Closed
88
Calls
$124M
Puts
$72.1M
Net Calls
+$52.2M
Net Calls Change
+$74.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$587M +$204M +4,852,417 +54%
Morgan Stanley
2
Morgan Stanley
New York
$394M -$62.5M -1,488,162 -14%
Creative Planning
3
Creative Planning
Kansas
$301M +$68.9M +1,642,427 +30%
Wells Fargo
4
Wells Fargo
California
$218M -$28.8M -685,840 -12%
Bank of America
5
Bank of America
North Carolina
$152M -$57.1M -1,360,633 -28%
UBS Group
6
UBS Group
Switzerland
$149M -$63M -1,501,340 -30%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$113M -$110M -2,614,053 -50%
TF
8
TIAA FSB
Florida
$104M +$4.69M +111,836 +5%
MCM
9
Moore Capital Management
New York
$66.1M +$65.3M +1,555,000 New
Citigroup
10
Citigroup
New York
$63.9M +$56M +1,334,322 +791%
AL
11
Appaloosa LP
New Jersey
$55.7M
CL
12
Choreo LLC
Illinois
$54.1M +$14.7M +349,298 +38%
DCP
13
Diameter Capital Partners
New York
$47.2M +$46.6M +1,110,000 New
HTC
14
Hershey Trust Company
Pennsylvania
$43.3M
LPL Financial
15
LPL Financial
California
$41.8M -$1.19M -28,264 -3%
HighTower Advisors
16
HighTower Advisors
Illinois
$41.5M +$12.4M +294,714 +43%
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$41.4M -$3.8M -90,441 -9%
SG Americas Securities
18
SG Americas Securities
New York
$38.4M +$36.6M +872,121 +2,702%
RJA
19
Raymond James & Associates
Florida
$37.9M -$4.12M -98,222 -10%
ECP
20
Electron Capital Partners
New York
$34.3M +$33.8M +806,320 New
Citadel Advisors
21
Citadel Advisors
Florida
$33.9M +$28.1M +670,185 +530%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$31.3M -$1.51M -35,942 -5%
Invesco
23
Invesco
Georgia
$29.2M -$17.2M -409,722 -37%
Stifel Financial
24
Stifel Financial
Missouri
$28.2M +$11.8M +281,032 +74%
VIM
25
VCU Investment Management
Virginia
$27.6M +$5.44M +129,714 +25%

AMLP Hedge Fund Activity: Q4 2019 in Review

679 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2019, worth a combined $3.8B — down 0.62% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new AMLP positions and 88 closed out — a net gain of 75 holders — while 196 added to existing stakes and 245 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $204M. The largest seller was Royal Bank of Canada, cutting an estimated $110M.

  • 679 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2019, up from 613 in Q3 2019.
  • Funds reported $3.8B of Alerian MLP ETF stock for Q4 2019, down 0.62% quarter-over-quarter.
  • 163 funds opened new Alerian MLP ETF positions in Q4 2019 and 88 closed out, a net change of +75 holders.
  • The largest Alerian MLP ETF buyer in Q4 2019 was Goldman Sachs, an estimated $204M added.
  • The largest Alerian MLP ETF seller in Q4 2019 was Royal Bank of Canada, an estimated $110M sold.

Based on aggregated 13F filings for Q4 2019.