ALPS ADVISORS INC
Institutional investor · Portfolio as of Q1 2021
Top Holdings856 positions
ENTERPRISE | 26.6M | $585.5M | 5.7% | $16.07 | -7.50% | 9 qtrssince 2019-Q1 | Increased 67 |
MPLX LP | 20M | $512.6M | 5.0% | $15.47 | +1.88% | 9 qtrssince 2019-Q1 | Decreased 0 |
MAGELLAN MIDSTREAM PRTNRS LP | 11.7M | $506.4M | 4.9% | — | — | 9 qtrssince 2019-Q1 | Increased 66 |
PLAINS ALL AMERN PIPELINE L | 54.4M | $494.9M | 4.8% | $11.05 | -46.00% | 9 qtrssince 2019-Q1 | Increased 60 |
WESTERN MIDSTREAM PARTNERS L | 26.6M | $494.4M | 4.8% | $13.75 | -14.08% | 9 qtrssince 2019-Q1 | Increased 60 |
ENERGY TRANSFER LP | 63.3M | $486.2M | 4.7% | $7.01 | -28.51% | 9 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 1,045 | $403.1M | 3.9% | $301,215.00 | +29.60% | 9 qtrssince 2019-Q1 | Decreased 0 |
PHILLIPS 66 PARTNERS LP | 9.7M | $306.1M | 3.0% | — | — | 9 qtrssince 2019-Q1 | Increased 56 |
DCP MIDSTREAM LP | 12.1M | $261.2M | 2.6% | — | — | 9 qtrssince 2019-Q1 | Increased 56 |
CHENIERE ENERGY PARTNERS LP | 5.5M | $227M | 2.2% | $25.74 | +11.60% | 9 qtrssince 2019-Q1 | Increased 56 |
NUSTAR ENERGY LP | 13.3M | $226.7M | 2.2% | — | — | 9 qtrssince 2019-Q1 | Increased 56 |
SHELL MIDSTREAM PARTNERS L P | 16.6M | $220.8M | 2.2% | — | — | 9 qtrssince 2019-Q1 | Increased 56 |
CRESTWOOD EQUITY PARTNERS LP | 6.9M | $192.3M | 1.9% | — | — | 9 qtrssince 2019-Q1 | Increased 52 |
JPMORGAN CHASE & CO | 1M | $157M | 1.5% | $82.86 | +60.24% | 9 qtrssince 2019-Q1 | Increased 48 |
ENLINK MIDSTREAM LLC | 35.2M | $150.9M | 1.5% | — | — | 9 qtrssince 2019-Q1 | Increased 51 |
GENESIS ENERGY L P | 14.6M | $136M | 1.3% | $12.52 | -44.04% | 9 qtrssince 2019-Q1 | Increased 50 |
BERKSHIRE HATHAWAY INC DEL | 485,882 | $124.1M | 1.2% | $201.39 | +26.85% | 9 qtrssince 2019-Q1 | Decreased 0 |
HOLLY ENERGY PARTNERS L P | 6.1M | $116.6M | 1.1% | — | — | 9 qtrssince 2019-Q1 | Increased 50 |
VANGUARD BD INDEX FDS | 1.2M | $99.8M | 1.0% | $66.51 | +7.21% | 9 qtrssince 2019-Q1 | Increased 44 |
CISCO SYS INC | 1.8M | $95.4M | 0.9% | $43.27 | +2.45% | 9 qtrssince 2019-Q1 | Increased 42 |
ALPS ADVISORS INC manages $10.2B across 856 positions as of Q1 2021. Top holdings: EPD (5.7%), MPLX (5.0%), MMP (4.9%). Fund DNA: Concentrated Value. HoldingsIntel Score: 2.5/5.0.
Active quarter - 163 new positions, 140 exits, 391 increased. Top move: EPD (INCREASED, conviction 67). Portfolio: $10.2B across 856 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR