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Alliance Resource Partners
ARLP

114 hedge funds and large institutions have $448M invested in Alliance Resource Partners in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

47% more capital invested

Capital invested by funds: $305M → $448M (+$143M)

8% more funds holding

Funds holding: 106 → 114 (+8)

14% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 36

24% less call options, than puts

Call options by funds: $3.94M | Put options by funds: $5.19M

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
114
Holders Change
+8
Holders Change %
+7.55%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
31
Reduced
36
Closed
12
Calls
$3.94M
Puts
$5.19M
Net Calls
-$1.25M
Net Calls Change
-$1.55M

Top Buyers

1
EIP
Energy Income Partners
Connecticut
+$20.2M
2
Goldman Sachs
Goldman Sachs
New York
+$5.34M
3
Citigroup
Citigroup
New York
+$4.7M
4
IAM
Impala Asset Management
Florida
+$4.48M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$3.81M

Top Sellers

1
MG
Magnolia Group
Nebraska
-$7.4M
2
Stifel Financial
Stifel Financial
Missouri
-$4.01M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$3.5M
4
Bank of America
Bank of America
North Carolina
-$3.21M
5
AR
Advisory Research
Illinois
-$2.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$2.72M +$554K +28,237 +30%
EA
27
Emerald Acquisition
Washington
$2.6M +$838K +42,673 +57%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$2.58M -$120K -6,100 -5%
IG
29
ING Group
Netherlands
$2.4M +$962K +49,000 +82%
COPPSERS
30
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.16M – – –
B
31
Barings
North Carolina
$1.99M – – –
AAM
32
Advisors Asset Management
Colorado
$1.79M -$589K -30,001 -27%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$1.64M +$68.8K +3,504 +5%
UBS Group
34
UBS Group
Switzerland
$1.58M -$1.54M -78,217 -52%
BF
35
BOK Financial
Oklahoma
$1.52M -$637K -32,460 -32%
DC
36
Deere & Company
Illinois
$1.47M +$1.3M +66,256 New
Deutsche Bank
37
Deutsche Bank
Germany
$1.39M -$2.3M -117,246 -65%
TA
38
Tiedemann Advisors
New York
$1.28M +$101K +5,162 +10%
WWM
39
Willingdon Wealth Management
North Carolina
$1.25M +$99.8K +5,085 +10%
Barclays
40
Barclays
United Kingdom
$1.11M -$6.03K -307 -0.6%
MWAC
41
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.04M -$177K -9,000 -16%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$1M +$33K +1,680 +4%
HIM
43
Hillsdale Investment Management
Ontario, Canada
$928K +$758K +38,630 +1,207%
First Trust Advisors
44
First Trust Advisors
Illinois
$899K +$796K +40,544 New
GT
45
Glenmede Trust
Pennsylvania
$867K +$176K +8,970 +30%
PG
46
PEAK6 Group
Illinois
$826K +$731K +37,227 New
Walleye Trading
47
Walleye Trading
New York
$826K +$731K +37,256 New
Wells Fargo
48
Wells Fargo
California
$803K -$2.65K -135 -0.4%
CG
49
Clinton Group
New York
$790K -$8.3K -423 -1%
RJA
50
Raymond James & Associates
Florida
$747K -$15.8K -804 -2%
1
2
3 4 5

ARLP Hedge Fund Activity: Q3 2016 in Review

114 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q3 2016, worth a combined $448M — up 47% from $305M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ARLP positions and 12 closed out — a net gain of 8 holders — while 31 added to existing stakes and 36 trimmed.

The largest buyer was Energy Income Partners, adding an estimated $20.2M. The largest seller was Magnolia Group, cutting an estimated $7.4M.

  • 114 institutional investors held Alliance Resource Partners (ARLP) as of Q3 2016, up from 106 in Q2 2016.
  • Funds reported $448M of Alliance Resource Partners stock for Q3 2016, up 47% quarter-over-quarter.
  • 20 funds opened new Alliance Resource Partners positions in Q3 2016 and 12 closed out, a net change of +8 holders.
  • The largest Alliance Resource Partners buyer in Q3 2016 was Energy Income Partners, an estimated $20.2M added.
  • The largest Alliance Resource Partners seller in Q3 2016 was Magnolia Group, an estimated $7.4M sold.

Based on aggregated 13F filings for Q3 2016.