ETRACS Alerian MLP Index ETN
AMU
AMU was delisted on the 23rd of November, 2020.
31 hedge funds and large institutions have $211M invested in ETRACS Alerian MLP Index ETN in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
35% more funds holding
Funds holding: 23 → 31 (+8)
14% more capital invested
Capital invested by funds: $186M → $211M (+$25.4M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$35.4M |
| 2 |
AR
Advisory Research
Chicago,
Illinois
|
+$12.5M |
| 3 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$7.17M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.86M |
| 5 |
VC
Vicus Capital
State College,
Pennsylvania
|
+$991K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
-$4.47M |
| 2 |
Natixis Advisors
Boston,
Massachusetts
|
-$2.72M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.96M |
| 4 |
EGA
Eagle Global Advisors
Houston,
Texas
|
-$1.71M |
| 5 |
M&T Bank
Buffalo,
New York
|
-$207K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FANJ
26
Financial Architects (New Jersey)
Marlton,
New Jersey
| $46K | +$49.3K | +1,600 | New |
|
|
AF
27
Arrow Financial
Glens Falls,
New York
| $35K | – | – | – |
|
28
Bank of America
Charlotte,
North Carolina
| $20K | +$2.71K | +88 | +14% |
|
|
MCM
29
MV Capital Management
Bethesda,
Maryland
| $14K | +$15.3K | +497 | New |
|
|
HCM
30
Horrell Capital Management
Little Rock,
Arkansas
| $11K | +$12.1K | +393 | New |
|
|
31
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.96M | -58,633 | Closed |
|
|
32
M&T Bank
Buffalo,
New York
| – | -$207K | -6,195 | Closed |
|
|
AAM
33
American Asset Management
Boca Raton,
Florida
| – | -$17K | -1,500 | Closed |
|
34
Parallax Volatility Advisers
San Francisco,
California
| – | +$31 | +1 | New |
|
AMU Hedge Fund Activity: Q4 2014 in Review
31 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in ETRACS Alerian MLP Index ETN (AMU) for Q4 2014, worth a combined $211M — up 14% from $186M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new AMU positions and 3 closed out — a net gain of 8 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was Wells Fargo, adding an estimated $35.4M. The largest seller was Congress Asset Management, cutting an estimated $4.47M.
- 31 institutional investors held ETRACS Alerian MLP Index ETN (AMU) as of Q4 2014, up from 23 in Q3 2014.
- Funds reported $211M of ETRACS Alerian MLP Index ETN stock for Q4 2014, up 14% quarter-over-quarter.
- 11 funds opened new ETRACS Alerian MLP Index ETN positions in Q4 2014 and 3 closed out, a net change of +8 holders.
- The largest ETRACS Alerian MLP Index ETN buyer in Q4 2014 was Wells Fargo, an estimated $35.4M added.
- The largest ETRACS Alerian MLP Index ETN seller in Q4 2014 was Congress Asset Management, an estimated $4.47M sold.
Based on aggregated 13F filings for Q4 2014.