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Alerian MLP ETF

429 hedge funds and large institutions have $1.91B invested in Alerian MLP ETF in 2020 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 122 increasing their positions, 129 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 36

44% more capital invested

Capital invested by funds: $1.32B → $1.91B (+$586M)

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

20% more funds holding

Funds holding: 357429 (+72)

1.7% more ownership

Funds ownership: 44.16%45.86% (+1.7%)

5% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 129

14% less call options, than puts

Call options by funds: $94.7M | Put options by funds: $110M

Holders
429
Holders Change
+72
Holders Change %
+20.17%
% of All Funds
7.59%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
113
Increased
122
Reduced
129
Closed
36
Calls
$94.7M
Puts
$110M
Net Calls
-$15.6M
Net Calls Change
+$25.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$333M +$46M +1,913,359 +17%
Creative Planning
2
Creative Planning
Kansas
$170M -$13.4M -557,079 -8%
Morgan Stanley
3
Morgan Stanley
New York
$155M -$19.9M -827,764 -12%
Bank of America
4
Bank of America
North Carolina
$108M +$7.2M +299,426 +8%
TF
5
TIAA FSB
Florida
$85.8M +$10M +418,031 +14%
Wells Fargo
6
Wells Fargo
California
$84M -$20M -834,278 -20%
UBS Group
7
UBS Group
Switzerland
$57.4M +$11.6M +481,166 +27%
AL
8
Appaloosa LP
New Jersey
$54.5M +$29.3M +1,220,000 +135%
SI
9
Stephens Inc
Arkansas
$46.8M -$3.74M -155,453 -8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$45.7M +$13.2M +551,007 +45%
DCP
11
Diameter Capital Partners
New York
$44M +$41.2M +1,715,000 New
LPL Financial
12
LPL Financial
California
$30.5M +$7.36M +306,250 +35%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$28.8M -$1.94M -80,871 -7%
CL
14
Choreo LLC
Illinois
$22M -$7.28M -302,893 -26%
AIM
15
Allen Investment Management
New York
$19.9M
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$18.9M -$561K -23,335 -3%
VIM
17
VCU Investment Management
Virginia
$18.6M
RJA
18
Raymond James & Associates
Florida
$18.4M +$1.26M +52,515 +8%
Deutsche Bank
19
Deutsche Bank
Germany
$17.9M +$205K +8,540 +1%
Stifel Financial
20
Stifel Financial
Missouri
$17.2M +$3.35M +139,593 +26%
UA
21
Unison Advisors
District of Columbia
$16.7M +$889K +36,978 +6%
TA
22
Tectonic Advisors
Texas
$15.5M +$14.5M +604,912 New
Citigroup
23
Citigroup
New York
$14.9M +$7.21M +299,839 +106%
Citadel Advisors
24
Citadel Advisors
Florida
$11.2M +$179K +7,464 +2%
ST
25
Sageworth Trust
Pennsylvania
$11.1M

AMLP Hedge Fund Activity: Q4 2020 in Review

429 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2020, worth a combined $1.91B — up 44% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new AMLP positions and 36 closed out — a net gain of 77 holders — while 122 added to existing stakes and 129 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $46M. The largest seller was Wells Fargo, cutting an estimated $20M.

  • 429 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2020, up from 357 in Q3 2020.
  • Funds reported $1.91B of Alerian MLP ETF stock for Q4 2020, up 44% quarter-over-quarter.
  • 113 funds opened new Alerian MLP ETF positions in Q4 2020 and 36 closed out, a net change of +77 holders.
  • The largest Alerian MLP ETF buyer in Q4 2020 was Goldman Sachs, an estimated $46M added.
  • The largest Alerian MLP ETF seller in Q4 2020 was Wells Fargo, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2020.