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iPath Select MLP ETN

31 hedge funds and large institutions have $426M invested in iPath Select MLP ETN in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

22% more capital invested

Capital invested by funds: $349M → $426M (+$76.5M)

19% more funds holding

Funds holding: 2631 (+5)

1.22% more ownership

Funds ownership: 92.9%94.12% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
31
Holders Change
+5
Holders Change %
+19.23%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
10
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$264M +$36.1M +1,586,282 +16%
SB
2
Suntrust Banks
Georgia
$68.8M +$14.1M +618,863 +27%
Northern Trust
3
Northern Trust
Illinois
$54.6M +$1.64M +71,869 +3%
UBS Group
4
UBS Group
Switzerland
$14.7M +$13.7M +601,955 +2,959%
GBBWRPM
5
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$8.5M -$247K -10,858 -3%
Jane Street
6
Jane Street
New York
$3.96M +$3.33M +146,377 +679%
WTC
7
WhitTier Trust Company
Nevada
$2.91M +$1.21M +53,015 +75%
ACP
8
Arcus Capital Partners
Georgia
$1.58M +$20.5K +899 +1%
NAM
9
North American Management
Massachusetts
$1.31M +$45.5K +1,998 +4%
Brown Advisory
10
Brown Advisory
Maryland
$795K
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$659K -$97.7K -4,290 -13%
CIC
12
Chilton Investment Company
Connecticut
$613K
CA
13
Clearstead Advisors
Ohio
$592K +$573K +25,152 New
IAA
14
Ironsides Asset Advisors
North Carolina
$451K
BC
15
Brinker Capital
Pennsylvania
$450K +$436K +19,116 New
Stifel Financial
16
Stifel Financial
Missouri
$360K +$117K +5,150 +51%
US Bancorp
17
US Bancorp
Minnesota
$277K
HB
18
Homrich & Berg
Georgia
$252K +$7.84K +344 +3%
MFS
19
MSI Financial Services
Massachusetts
$252K +$244K +10,708 New
PWLP
20
Prio Wealth Limited Partnership
Massachusetts
$209K +$203K +8,915 New
Barclays
21
Barclays
United Kingdom
$84K
IA
22
IFP Advisors
Florida
$41K
WEC
23
Winslow Evans & Crocker
Massachusetts
$30.6K -$29.6K -1,300 -50%
FCT
24
Family Capital Trust
Massachusetts
$25K
Morgan Stanley
25
Morgan Stanley
New York
$15K

ATMP Hedge Fund Activity: Q4 2016 in Review

31 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iPath Select MLP ETN (ATMP) for Q4 2016, worth a combined $426M — up 22% from $349M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ATMP positions and 1 closed out — a net gain of 5 holders — while 10 added to existing stakes and 3 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $36.1M. The largest seller was Genovese Burford & Brothers Wealth & Retirement Plan Management, cutting an estimated $247K.

  • 31 institutional investors held iPath Select MLP ETN (ATMP) as of Q4 2016, up from 26 in Q3 2016.
  • Funds reported $426M of iPath Select MLP ETN stock for Q4 2016, up 22% quarter-over-quarter.
  • 6 funds opened new iPath Select MLP ETN positions in Q4 2016 and 1 closed out, a net change of +5 holders.
  • The largest iPath Select MLP ETN buyer in Q4 2016 was CIBC Private Wealth Group, an estimated $36.1M added.
  • The largest iPath Select MLP ETN seller in Q4 2016 was Genovese Burford & Brothers Wealth & Retirement Plan Management, an estimated $247K sold.

Based on aggregated 13F filings for Q4 2016.