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Alliance Resource Partners

91 hedge funds and large institutions have $43M invested in Alliance Resource Partners in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 26 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.67% more ownership

Funds ownership: 11.53%12.2% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 9591 (-4)

10% less capital invested

Capital invested by funds: $47.8M → $43M (-$4.84M)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

58% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 26

58% less call options, than puts

Call options by funds: $1.28M | Put options by funds: $3.07M

Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
11
Reduced
26
Closed
18
Calls
$1.28M
Puts
$3.07M
Net Calls
-$1.79M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
26
JFS Wealth Advisors
Pennsylvania
$218K
Bank of America
27
Bank of America
North Carolina
$196K -$43.5K -13,496 -16%
Citigroup
28
Citigroup
New York
$177K -$2.09K -648 -1%
Walleye Trading
29
Walleye Trading
New York
$166K +$193K +59,830 New
TYCC
30
Texas Yale Capital Corp
Florida
$143K
LPL Financial
31
LPL Financial
California
$140K +$8.14K +2,529 +5%
APG
32
Abacus Planning Group
South Carolina
$139K
VFP
33
Verus Financial Partners
Virginia
$139K +$161K +50,044 New
BF
34
BOK Financial
Oklahoma
$137K -$966 -300 -0.6%
II
35
Inspire Investing
Idaho
$134K +$156K +48,438 New
Group One Trading
36
Group One Trading
Illinois
$123K +$78.4K +24,337 +121%
GF
37
Gabelli Funds
New York
$119K
HSBC Holdings
38
HSBC Holdings
United Kingdom
$111K +$129K +40,000 New
Mirae Asset Global Investments
39
Mirae Asset Global Investments
South Korea
$91K -$146K -45,481 -58%
CM
40
CoreCommodity Management
Connecticut
$88K -$3K -931 -3%
Creative Planning
41
Creative Planning
Kansas
$77K -$5.92K -1,839 -6%
RJA
42
Raymond James & Associates
Florida
$72K -$27.3K -8,481 -25%
TA
43
Tiedemann Advisors
New York
$70K
SPC
44
Sigma Planning Corp
Michigan
$66K +$76.8K +23,852 New
CCB
45
Cutter & Co Brokerage
Missouri
$63K
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$63K
JCM
47
JS Capital Management
New York
$60K +$70.2K +21,800 New
CS
48
Credit Suisse
Switzerland
$57K -$654 -203 -1%
LFAS
49
Level Four Advisory Services
Texas
$54K
IB
50
Intrust Bank
Kansas
$53K

ARLP Hedge Fund Activity: Q3 2020 in Review

91 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q3 2020, worth a combined $43M — down 10% from $47.8M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of ARLP and 15 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 11 added.

The largest buyer was Morgan Stanley, adding an estimated $2.79M. The largest seller was Adams Asset Advisors, cutting an estimated $1.19M.

  • 91 institutional investors held Alliance Resource Partners (ARLP) as of Q3 2020, down from 95 in Q2 2020.
  • Funds reported $43M of Alliance Resource Partners stock for Q3 2020, down 10% quarter-over-quarter.
  • 15 funds opened new Alliance Resource Partners positions in Q3 2020 and 18 closed out, a net change of -3 holders.
  • The largest Alliance Resource Partners buyer in Q3 2020 was Morgan Stanley, an estimated $2.79M added.
  • The largest Alliance Resource Partners seller in Q3 2020 was Adams Asset Advisors, an estimated $1.19M sold.

Based on aggregated 13F filings for Q3 2020.