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AHGP

Alliance Holdings GP
AHGP

Delisted

AHGP was delisted on the 31st of May, 2018.

69 hedge funds and large institutions have $785M invested in Alliance Holdings GP in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% less funds holding

Funds holding: 8069 (-11)

16% less capital invested

Capital invested by funds: $932M → $785M (-$147M)

56% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 18

90% less call options, than puts

Call options by funds: $724K | Put options by funds: $7.23M

Holders
69
Holders Change
-11
Holders Change %
-13.75%
% of All Funds
1.84%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
8
Increased
28
Reduced
17
Closed
18
Calls
$724K
Puts
$7.23M
Net Calls
-$6.5M
Net Calls Change
-$6.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
1
Neuberger Berman Group
New York
$395M +$35.2M +646,532 +9%
Goldman Sachs
2
Goldman Sachs
New York
$71.4M +$143K +2,625 +0.2%
EIP
3
Energy Income Partners
Connecticut
$64M +$4.41M +81,097 +7%
KACA
4
Kayne Anderson Capital Advisors
California
$57.8M -$4.34M -79,743 -7%
SCA
5
Salient Capital Advisors
Texas
$28.2M -$11.1M -203,272 -27%
JP Morgan Chase
6
JP Morgan Chase
New York
$23.9M +$1.98M +36,338 +9%
AR
7
Advisory Research
Illinois
$22.2M -$91.6K -1,685 -0.4%
O
8
OppenheimerFunds
New York
$15M -$816 -15 -0%
SC
9
Selz Capital
New York
$13.7M +$13M +239,800 +922%
NIM
10
NXG Investment Management
Texas
$8.45M +$767K +14,100 +9%
UBS Group
11
UBS Group
Switzerland
$6.67M +$6.73M +123,820 +2,327%
PH
12
Pinnacle Holdings
Oklahoma
$6.62M -$946K -17,405 -12%
Deutsche Bank
13
Deutsche Bank
Germany
$5.76M +$2.95M +54,295 +95%
Renaissance Technologies
14
Renaissance Technologies
New York
$5.55M +$3.06M +56,200 +110%
COPPSERS
15
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.49M
First Manhattan
16
First Manhattan
New York
$4.87M +$1.69M +31,000 +49%
VanEck Associates
17
VanEck Associates
New York
$4.24M -$11.9K -219 -0.3%
Morgan Stanley
18
Morgan Stanley
New York
$4.14M -$936K -17,212 -18%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$3.63M
GT
20
Glenmede Trust
Pennsylvania
$3.06M +$252K +4,635 +8%
QGM
21
Quality Growth Management
California
$2.57M +$329K +6,050 +14%
TYCC
22
Texas Yale Capital Corp
Florida
$2.39M -$212K -3,900 -8%
Barclays
23
Barclays
United Kingdom
$2.25M -$73K -1,343 -3%
CS
24
Credit Suisse
Switzerland
$2.21M +$15.2K +279 +0.7%
TCIM
25
TIAA CREF Investment Management
New York
$2.18M -$7.58M -139,377 -77%

AHGP Hedge Fund Activity: Q1 2015 in Review

69 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Alliance Holdings GP (AHGP) for Q1 2015, worth a combined $785M — down 16% from $932M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of AHGP and 8 opened new positions — a net loss of 10 holders — while 17 trimmed existing stakes and 28 added.

The largest buyer was Neuberger Berman Group, adding an estimated $35.2M. The largest seller was Fidelity Investments, exiting entirely with an estimated $28.5M sold.

  • 69 institutional investors held Alliance Holdings GP (AHGP) as of Q1 2015, down from 80 in Q4 2014.
  • Funds reported $785M of Alliance Holdings GP stock for Q1 2015, down 16% quarter-over-quarter.
  • 8 funds opened new Alliance Holdings GP positions in Q1 2015 and 18 closed out, a net change of -10 holders.
  • The largest Alliance Holdings GP buyer in Q1 2015 was Neuberger Berman Group, an estimated $35.2M added.
  • The largest Alliance Holdings GP seller in Q1 2015 was Fidelity Investments, an estimated $28.5M sold.

Based on aggregated 13F filings for Q1 2015.