ETRACS Alerian MLP Index ETN
AMU
AMU was delisted on the 23rd of November, 2020.
45 hedge funds and large institutions have $333M invested in ETRACS Alerian MLP Index ETN in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 10 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
18% more funds holding
Funds holding: 38 → 45 (+7)
4% more capital invested
Capital invested by funds: $322M → $333M (+$11.5M)
29% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EGA
Eagle Global Advisors
Houston,
Texas
|
+$29.7M |
| 2 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$23.1M |
| 3 |
RTS
Round Table Services
Westfield,
New Jersey
|
+$9.04M |
| 4 |
AR
Advisory Research
Chicago,
Illinois
|
+$4.95M |
| 5 |
MAM
Marquette Asset Management
Minneapolis,
Minnesota
|
+$3.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$25.7M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$9.81M |
| 3 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
-$3.6M |
| 4 |
Natixis Advisors
Boston,
Massachusetts
|
-$3.31M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$2.62M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Stifel Financial
St. Louis,
Missouri
| – | -$220K | -11,508 | Closed |
|
|
GWM
52
Gupta Wealth Management
San Diego,
California
| – | -$33K | -1,705 | Closed |
|
|
AAM
53
American Asset Management
Boca Raton,
Florida
| – | -$17K | -1,500 | Closed |
|
54
Citigroup
New York
| – | -$16K | -855 | Closed |
|
AMU Hedge Fund Activity: Q4 2015 in Review
45 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in ETRACS Alerian MLP Index ETN (AMU) for Q4 2015, worth a combined $333M — up 3.6% from $322M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new AMU positions and 10 closed out — a net gain of 7 holders — while 10 added to existing stakes and 14 trimmed.
The largest buyer was Eagle Global Advisors, adding an estimated $29.7M. The largest seller was Wells Fargo, cutting an estimated $25.7M.
- 45 institutional investors held ETRACS Alerian MLP Index ETN (AMU) as of Q4 2015, up from 38 in Q3 2015.
- Funds reported $333M of ETRACS Alerian MLP Index ETN stock for Q4 2015, up 3.6% quarter-over-quarter.
- 17 funds opened new ETRACS Alerian MLP Index ETN positions in Q4 2015 and 10 closed out, a net change of +7 holders.
- The largest ETRACS Alerian MLP Index ETN buyer in Q4 2015 was Eagle Global Advisors, an estimated $29.7M added.
- The largest ETRACS Alerian MLP Index ETN seller in Q4 2015 was Wells Fargo, an estimated $25.7M sold.
Based on aggregated 13F filings for Q4 2015.