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Alliance Resource Partners

118 hedge funds and large institutions have $370M invested in Alliance Resource Partners in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 25 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

10% more funds holding

Funds holding: 107118 (+11)

3% more call options, than puts

Call options by funds: $3.15M | Put options by funds: $3.04M

2% more capital invested

Capital invested by funds: $364M → $370M (+$5.95M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.05% less ownership

Funds ownership: 14.44%14.39% (-0.05%)

34% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 38

Holders
118
Holders Change
+11
Holders Change %
+10.28%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
25
Reduced
38
Closed
18
Calls
$3.15M
Puts
$3.04M
Net Calls
+$105K
Net Calls Change
+$199K
Name Holding Trade Value Shares
Change
Change in
Stake
Rafferty Asset Management
26
Rafferty Asset Management
New York
$2.37M -$400K -20,918 -15%
PAM
27
PVG Asset Management
Colorado
$1.81M +$1.76M +91,700 New
RA
28
Rational Advisors
New York
$1.81M +$1.76M +91,700 New
B
29
Barings
North Carolina
$1.77M
USGIU
30
U.S. Global Investors (USGI)
Texas
$1.19M +$1.16M +60,600 New
BI
31
Bramshill Investments
Florida
$1.12M +$1.08M +56,629 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.05M +$804K +42,012 +364%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$951K +$109K +5,694 +13%
MWAC
34
Mariner Wealth Advisors (Cincinnati)
Ohio
$906K -$7.94K -415 -0.9%
CM
35
Caption Management
Oklahoma
$827K +$804K +42,000 New
GCP
36
GSA Capital Partners
United Kingdom
$790K -$447K -23,338 -37%
CM
37
CoreCommodity Management
Connecticut
$705K +$23.1K +1,207 +3%
RJA
38
Raymond James & Associates
Florida
$610K -$56.4K -2,949 -9%
CPIG
39
Chicago Partners Investment Group
Illinois
$600K -$8.06K -421 -1%
EI
40
EDMP Inc
Florida
$595K -$3.44K -180 -0.6%
Creative Planning
41
Creative Planning
Kansas
$589K -$15.6K -816 -3%
WC
42
Wexford Capital
Florida
$580K +$564K +29,456 New
LPL Financial
43
LPL Financial
California
$566K +$32.2K +1,682 +6%
Parallax Volatility Advisers
44
Parallax Volatility Advisers
California
$533K +$13.9K +726 +3%
AG
45
Advisor Group
Arizona
$464K -$69.4K -3,628 -13%
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$441K -$905K -47,307 -68%
Barclays
47
Barclays
United Kingdom
$422K -$37.6K -1,967 -8%
QI
48
QS Investors
New York
$408K
HSBC Holdings
49
HSBC Holdings
United Kingdom
$408K +$91.8K +4,794 +30%
LFAS
50
Level Four Advisory Services
Texas
$399K +$4.58K +239 +1%

ARLP Hedge Fund Activity: Q4 2017 in Review

118 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q4 2017, worth a combined $370M — up 1.6% from $364M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ARLP positions and 18 closed out — a net gain of 12 holders — while 25 added to existing stakes and 38 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.9M. The largest seller was Acadian Asset Management, cutting an estimated $6.35M.

  • 118 institutional investors held Alliance Resource Partners (ARLP) as of Q4 2017, up from 107 in Q3 2017.
  • Funds reported $370M of Alliance Resource Partners stock for Q4 2017, up 1.6% quarter-over-quarter.
  • 30 funds opened new Alliance Resource Partners positions in Q4 2017 and 18 closed out, a net change of +12 holders.
  • The largest Alliance Resource Partners buyer in Q4 2017 was Morgan Stanley, an estimated $10.9M added.
  • The largest Alliance Resource Partners seller in Q4 2017 was Acadian Asset Management, an estimated $6.35M sold.

Based on aggregated 13F filings for Q4 2017.