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Alliance Resource Partners
ARLP

136 hedge funds and large institutions have $774M invested in Alliance Resource Partners in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 24 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $4.72M

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

11.44% more ownership

Funds ownership: 17.34% → 28.79% (+11%)

10% more capital invested

Capital invested by funds: $700M → $774M (+$73.2M)

7% more funds holding

Funds holding: 127 → 136 (+9)

45% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 44

Holders
136
Holders Change
+9
Holders Change %
+7.09%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
28
Increased
24
Reduced
44
Closed
17
Calls
$10.8M
Puts
$4.72M
Net Calls
+$6.04M
Net Calls Change
+$7.72M

Top Buyers

1
IG
ING Group
Netherlands
+$24.9M
2
MG
Magnolia Group
Nebraska
+$21.6M
3
Goldman Sachs
Goldman Sachs
New York
+$16.1M
4
Marshall Wace
Marshall Wace
United Kingdom
+$7.65M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$7.09M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$34.4M
2
Morgan Stanley
Morgan Stanley
New York
-$10.1M
3
MWNA
Marshall Wace North America
New York
-$8.39M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$7.67M
5
UBS Group
UBS Group
Switzerland
-$7.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
26
Tiedemann Advisors
New York
$4.65M -$42.3K -2,160 -0.9%
PH
27
Pinnacle Holdings
Oklahoma
$4.45M -$116K -5,921 -3%
FCM
28
Fairbanks Capital Management
California
$3.73M +$869K +44,412 +32%
MPM
29
Meritage Portfolio Management
Kansas
$3.69M -$55.6K -2,842 -2%
CWM
30
Cornerstone Wealth Management
Missouri
$3.4M +$183K +9,342 +17%
Deutsche Bank
31
Deutsche Bank
Germany
$3.12M -$2.12M -108,164 -41%
Renaissance Technologies
32
Renaissance Technologies
New York
$2.94M -$2.29M -117,078 -45%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$2.56M -$581K -29,683 -19%
Invesco
34
Invesco
Georgia
$2.5M +$2.4M +122,720 New
Rafferty Asset Management
35
Rafferty Asset Management
New York
$2.24M -$275K -14,075 -11%
PGCM
36
Prescott Group Capital Management
Oklahoma
$2.24M – – –
GCP
37
GSA Capital Partners
United Kingdom
$1.98M -$71.7K -3,662 -4%
DAC
38
Dividend Assets Capital
South Carolina
$1.84M +$1.76M +90,000 New
B
39
Barings
North Carolina
$1.83M – – –
Acadian Asset Management
40
Acadian Asset Management
Massachusetts
$1.29M -$7.67M -391,864 -86%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.17M +$101K +5,184 +10%
GC
42
Guggenheim Capital
Illinois
$1.16M +$3.07K +157 +0.3%
CM
43
Caption Management
Oklahoma
$976K +$251K +12,800 +37%
JMPWA
44
JP Morgan Private Wealth Advisors
California
$962K +$310K +15,830 +51%
BI
45
Bramshill Investments
Florida
$935K -$96.4K -4,923 -10%
GF
46
Gabelli Funds
New York
$909K -$111K -5,694 -11%
MWAC
47
Mariner Wealth Advisors (Cincinnati)
Ohio
$873K -$2.58K -132 -0.3%
VLC
48
Van Leeuwen & Company
New Jersey
$831K +$797K +40,713 New
WC
49
Wexford Capital
Florida
$821K – – –
LPL Financial
50
LPL Financial
California
$813K +$190K +9,703 +32%
1
2
3 4 5

ARLP Hedge Fund Activity: Q3 2018 in Review

136 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q3 2018, worth a combined $774M — up 10% from $700M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ARLP positions and 17 closed out — a net gain of 11 holders — while 24 added to existing stakes and 44 trimmed.

The largest buyer was ING Group, opening a new position worth an estimated $24.9M. The largest seller was Neuberger Berman Group, cutting an estimated $34.4M.

  • 136 institutional investors held Alliance Resource Partners (ARLP) as of Q3 2018, up from 127 in Q2 2018.
  • Funds reported $774M of Alliance Resource Partners stock for Q3 2018, up 10% quarter-over-quarter.
  • 28 funds opened new Alliance Resource Partners positions in Q3 2018 and 17 closed out, a net change of +11 holders.
  • The largest Alliance Resource Partners buyer in Q3 2018 was ING Group, an estimated $24.9M added.
  • The largest Alliance Resource Partners seller in Q3 2018 was Neuberger Berman Group, an estimated $34.4M sold.

Based on aggregated 13F filings for Q3 2018.