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Alliance Resource Partners

143 hedge funds and large institutions have $771M invested in Alliance Resource Partners in 2013 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

12% more capital invested

Capital invested by funds: $686M → $771M (+$84.5M)

4% more funds holding

Funds holding: 138143 (+5)

3% more call options, than puts

Call options by funds: $8.52M | Put options by funds: $8.28M

33% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 51

Holders
143
Holders Change
+5
Holders Change %
+3.62%
% of All Funds
4.64%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
18
Increased
34
Reduced
51
Closed
12
Calls
$8.52M
Puts
$8.28M
Net Calls
+$237K
Net Calls Change
+$4.54M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$5.81M -$4.02M -106,812 -41%
Morgan Stanley
27
Morgan Stanley
New York
$5.75M +$1.01M +26,858 +21%
SCM
28
Samson Capital Management
Kansas
$5.25M +$5.33M +141,614 New
BHC
29
Bowen Hanes & Co
Florida
$5.19M
NIM
30
NXG Investment Management
Texas
$4.74M -$451K -12,000 -9%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$4.54M +$617K +16,400 +15%
RIM
32
Ranger International Management
Illinois
$4.33M +$4.39M +116,688 New
BC
33
Burney Company
Virginia
$3.88M -$120K -3,194 -3%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$3.66M -$1.03M -27,322 -22%
BTS
35
BB&T Securities
Virginia
$3.55M -$33.7K -896 -9%
WBC
36
Westpac Banking Corp
Australia
$3.31M
Deutsche Bank
37
Deutsche Bank
Germany
$3.02M -$540K -14,364 -15%
Goldman Sachs
38
Goldman Sachs
New York
$2.95M +$2.01M +53,414 +205%
Renaissance Technologies
39
Renaissance Technologies
New York
$2.88M -$211K -5,600 -7%
Invesco
40
Invesco
Georgia
$2.47M +$167K +4,440 +7%
TA
41
Tiedemann Advisors
New York
$2.38M -$54.2K -1,440 -2%
RJA
42
Raymond James & Associates
Florida
$2.22M -$41.2K -1,096 -2%
BC
43
Barnett & Company
Tennessee
$2.08M +$255K +6,790 +14%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$2M +$519K +13,808 +34%
ACI
45
AMP Capital Investors
Australia
$1.96M -$466K -12,400 -19%
RFC
46
Russell Frank Company
Washington
$1.92M +$1.95M +51,800 New
Wells Fargo
47
Wells Fargo
California
$1.88M -$449K -11,924 -19%
GC
48
Guggenheim Capital
Illinois
$1.79M +$821K +21,836 +83%
State Street
49
State Street
Massachusetts
$1.68M +$16.6K +442 +1%
B
50
Barings
North Carolina
$1.64M +$1.22M +32,400 +275%

ARLP Hedge Fund Activity: Q3 2013 in Review

143 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q3 2013, worth a combined $771M — up 12% from $686M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ARLP positions and 12 closed out — a net gain of 6 holders — while 34 added to existing stakes and 51 trimmed.

The largest buyer was Edge Asset Management, adding an estimated $14.1M. The largest seller was Energy Income Partners, cutting an estimated $4.39M.

  • 143 institutional investors held Alliance Resource Partners (ARLP) as of Q3 2013, up from 138 in Q2 2013.
  • Funds reported $771M of Alliance Resource Partners stock for Q3 2013, up 12% quarter-over-quarter.
  • 18 funds opened new Alliance Resource Partners positions in Q3 2013 and 12 closed out, a net change of +6 holders.
  • The largest Alliance Resource Partners buyer in Q3 2013 was Edge Asset Management, an estimated $14.1M added.
  • The largest Alliance Resource Partners seller in Q3 2013 was Energy Income Partners, an estimated $4.39M sold.

Based on aggregated 13F filings for Q3 2013.