We are live on ! Find out more
ARLP icon

Alliance Resource Partners

115 hedge funds and large institutions have $417M invested in Alliance Resource Partners in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

2% more funds holding

Funds holding: 113115 (+2)

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

0.77% less ownership

Funds ownership: 26.56%25.79% (-0.77%)

8% less capital invested

Capital invested by funds: $450M → $417M (-$33.9M)

16% less call options, than puts

Call options by funds: $4.18M | Put options by funds: $5M

Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
32
Reduced
30
Closed
17
Calls
$4.18M
Puts
$5M
Net Calls
-$817K
Net Calls Change
+$924K
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$2.3M -$105K -4,600 -4%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$2.19M +$307K +13,513 +15%
CS
28
Credit Suisse
Switzerland
$2.1M -$1.12M -49,273 -34%
COPPSERS
29
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.77M
Renaissance Technologies
30
Renaissance Technologies
New York
$1.61M +$1.69M +74,390 New
Deutsche Bank
31
Deutsche Bank
Germany
$1.61M +$1.53M +67,409 +966%
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.51M +$1.59M +69,752 New
HIM
33
Hillsdale Investment Management
Ontario, Canada
$1.39M
GC
34
Guggenheim Capital
Illinois
$1.33M -$3.43M -150,868 -71%
AG
35
Algert Global
California
$1.27M +$52K +2,287 +4%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$1.18M +$12.4K +546 +1%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$1.11M +$149K +6,539 +15%
MWAC
38
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.02M -$2.66K -117 -0.2%
BF
39
BOK Financial
Oklahoma
$972K
SG Americas Securities
40
SG Americas Securities
New York
$874K +$918K +40,372 New
AG
41
Advisor Group
Arizona
$803K +$27.4K +1,203 +3%
RJA
42
Raymond James & Associates
Florida
$793K +$73.2K +3,219 +10%
LPL Financial
43
LPL Financial
California
$768K +$61.4K +2,701 +9%
Creative Planning
44
Creative Planning
Kansas
$762K +$373K +16,413 +87%
CG
45
Clinton Group
New York
$723K -$51.6K -2,266 -6%
MWNA
46
Marshall Wace North America
New York
$640K +$662K +29,086 New
EI
47
EDMP Inc
Florida
$636K -$683 -30 -0.1%
AL
48
Airain Ltd
Guernsey
$623K +$654K +28,768 New
GT
49
Glenmede Trust
Pennsylvania
$551K -$191K -8,400 -25%
Barclays
50
Barclays
United Kingdom
$516K -$170K -7,494 -24%

ARLP Hedge Fund Activity: Q1 2017 in Review

115 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q1 2017, worth a combined $417M — down 7.5% from $450M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ARLP positions and 17 closed out — a net gain of 4 holders — while 32 added to existing stakes and 30 trimmed.

The largest buyer was Bessemer Group, opening a new position worth an estimated $9.07M. The largest seller was Energy Income Partners, cutting an estimated $10.3M.

  • 115 institutional investors held Alliance Resource Partners (ARLP) as of Q1 2017, up from 113 in Q4 2016.
  • Funds reported $417M of Alliance Resource Partners stock for Q1 2017, down 7.5% quarter-over-quarter.
  • 21 funds opened new Alliance Resource Partners positions in Q1 2017 and 17 closed out, a net change of +4 holders.
  • The largest Alliance Resource Partners buyer in Q1 2017 was Bessemer Group, an estimated $9.07M added.
  • The largest Alliance Resource Partners seller in Q1 2017 was Energy Income Partners, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2017.