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Alliance Resource Partners

130 hedge funds and large institutions have $447M invested in Alliance Resource Partners in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 39 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $7.31M | Put options by funds: $5.33M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 39

10% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 21

1.14% less ownership

Funds ownership: 22.95%21.81% (-1.1%)

2% less funds holding

Funds holding: 132130 (-2)

11% less capital invested

Capital invested by funds: $500M → $447M (-$52.8M)

Holders
130
Holders Change
-2
Holders Change %
-1.52%
% of All Funds
2.85%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
19
Increased
39
Reduced
39
Closed
21
Calls
$7.31M
Puts
$5.33M
Net Calls
+$1.98M
Net Calls Change
+$898K
Name Holding Trade Value Shares
Change
Change in
Stake
DAC
26
Dividend Assets Capital
South Carolina
$2.07M +$74.1K +4,535 +4%
Rafferty Asset Management
27
Rafferty Asset Management
New York
$2.03M +$191K +11,719 +10%
MIAS
28
Mason Investment Advisory Services
Virginia
$1.88M +$92.9K +5,688 +5%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.59M +$42.1K +2,577 +3%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$1.45M -$501K -30,665 -25%
ECG
31
Edge Capital Group
Georgia
$1.04M
CM
32
Castleark Management
Illinois
$1.02M -$293K -17,940 -22%
Citadel Advisors
33
Citadel Advisors
Florida
$944K +$485K +29,700 +101%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$905K +$81.7K +5,000 +10%
BF
35
BOK Financial
Oklahoma
$900K
Mariner
36
Mariner
Kansas
$874K -$53.7K -3,286 -6%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$819K -$248K -15,202 -23%
LPL Financial
38
LPL Financial
California
$807K -$285K -17,464 -26%
N
39
Natixis
France
$789K -$1.88M -115,000 -70%
SFI
40
Susquehanna Fundamental Investments
Pennsylvania
$760K +$548K +33,550 +241%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$745K +$36K +2,206 +5%
BI
42
Bramshill Investments
Florida
$741K
GC
43
Guggenheim Capital
Illinois
$721K -$39.5K -2,419 -5%
GF
44
Gabelli Funds
New York
$720K
Wells Fargo
45
Wells Fargo
California
$709K -$774K -47,378 -52%
MAP
46
Moody Aldrich Partners
Massachusetts
$709K
SI
47
Stephens Inc
Arkansas
$680K -$10.5K -640 -1%
PHS
48
Pekin Hardy Strauss
Illinois
$658K -$1.99K -122 -0.3%
Deutsche Bank
49
Deutsche Bank
Germany
$561K -$6.69M -409,599 -92%
Allianz Asset Management
50
Allianz Asset Management
Germany
$559K -$2.1M -128,460 -79%

ARLP Hedge Fund Activity: Q3 2019 in Review

130 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q3 2019, worth a combined $447M — down 11% from $500M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of ARLP and 19 opened new positions — a net loss of 2 holders — while 39 trimmed existing stakes and 39 added.

The largest buyer was Mirae Asset Global Investments, adding an estimated $10.4M. The largest seller was Morgan Stanley, cutting an estimated $7.81M.

  • 130 institutional investors held Alliance Resource Partners (ARLP) as of Q3 2019, down from 132 in Q2 2019.
  • Funds reported $447M of Alliance Resource Partners stock for Q3 2019, down 11% quarter-over-quarter.
  • 19 funds opened new Alliance Resource Partners positions in Q3 2019 and 21 closed out, a net change of -2 holders.
  • The largest Alliance Resource Partners buyer in Q3 2019 was Mirae Asset Global Investments, an estimated $10.4M added.
  • The largest Alliance Resource Partners seller in Q3 2019 was Morgan Stanley, an estimated $7.81M sold.

Based on aggregated 13F filings for Q3 2019.