We are live on ! Find out more
ARLP icon

Alliance Resource Partners

154 hedge funds and large institutions have $866M invested in Alliance Resource Partners in 2014 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 59 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 39

1% less funds holding

Funds holding: 155154 (-1)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

8% less capital invested

Capital invested by funds: $938M → $866M (-$72M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

45% less call options, than puts

Call options by funds: $6.66M | Put options by funds: $12M

Holders
154
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
4.47%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
14
Increased
59
Reduced
39
Closed
15
Calls
$6.66M
Puts
$12M
Net Calls
-$5.36M
Net Calls Change
-$6.24M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$5.6M +$124K +2,600 +2%
AAA
27
Adams Asset Advisors
Texas
$5.58M
PI
28
Putnam Investments
Massachusetts
$5.02M -$132K -2,760 -2%
Barclays
29
Barclays
United Kingdom
$4.29M +$2.33M +48,829 +92%
U
30
UBS
Switzerland
$4.26M +$1.43M +30,056 +43%
BTS
31
BB&T Securities
Virginia
$4.24M +$49.7K +1,041 +12%
Deutsche Bank
32
Deutsche Bank
Germany
$3.96M -$71.5K -1,500 -2%
BC
33
Burney Company
Virginia
$3.94M -$88.5K -1,855 -2%
Renaissance Technologies
34
Renaissance Technologies
New York
$3.85M +$81.1K +1,700 +2%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$3.77M +$49.2K +1,031 +1%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$3.55M +$3.64M +76,207 +1,142%
Wells Fargo
37
Wells Fargo
California
$2.83M +$273K +5,719 +9%
AI
38
Atria Investments
North Carolina
$2.77M +$815K +17,085 +36%
WBC
39
Westpac Banking Corp
Australia
$2.54M -$639K -13,400 -18%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$2.49M +$133K +2,791 +5%
LMGAM
41
Liberty Mutual Group Asset Management
Massachusetts
$2.25M
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$2.24M -$20.8K -436 -0.8%
SFM
43
Systematic Financial Management
New Jersey
$2.02M +$251K +5,255 +13%
Principal Financial Group
44
Principal Financial Group
Iowa
$1.99M +$574K +12,032 +35%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.98M +$31.1K +652 +1%
BC
46
Barnett & Company
Tennessee
$1.98M -$12.4K -260 -0.6%
William Blair & Company
47
William Blair & Company
Illinois
$1.92M -$61.5K -1,290 -3%
RJA
48
Raymond James & Associates
Florida
$1.88M -$178K -3,727 -8%
TA
49
Tiedemann Advisors
New York
$1.81M
GC
50
Guggenheim Capital
Illinois
$1.8M -$156K -3,260 -7%

ARLP Hedge Fund Activity: Q3 2014 in Review

154 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q3 2014, worth a combined $866M — down 7.7% from $938M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of ARLP and 14 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 59 added.

The largest buyer was ING Group, opening a new position worth an estimated $20.7M. The largest seller was Hamlin Capital Management, exiting entirely with an estimated $22.1M sold.

  • 154 institutional investors held Alliance Resource Partners (ARLP) as of Q3 2014, down from 155 in Q2 2014.
  • Funds reported $866M of Alliance Resource Partners stock for Q3 2014, down 7.7% quarter-over-quarter.
  • 14 funds opened new Alliance Resource Partners positions in Q3 2014 and 15 closed out, a net change of -1 holder.
  • The largest Alliance Resource Partners buyer in Q3 2014 was ING Group, an estimated $20.7M added.
  • The largest Alliance Resource Partners seller in Q3 2014 was Hamlin Capital Management, an estimated $22.1M sold.

Based on aggregated 13F filings for Q3 2014.