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Alliance Resource Partners

91 hedge funds and large institutions have $108M invested in Alliance Resource Partners in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more capital invested

Capital invested by funds: $43M → $108M (+$64.7M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6.69% more ownership

Funds ownership: 12.2%18.88% (+6.7%)

0% more funds holding

Funds holding: 9191 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

52% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 31

65% less call options, than puts

Call options by funds: $2.32M | Put options by funds: $6.68M

Holders
91
Holders Change
Holders Change %
0%
% of All Funds
1.61%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
17
Increased
15
Reduced
31
Closed
17
Calls
$2.32M
Puts
$6.68M
Net Calls
-$4.36M
Net Calls Change
-$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Group One Trading
26
Group One Trading
Illinois
$445K +$210K +54,893 +124%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$354K -$179K -46,726 -37%
JWA
28
JFS Wealth Advisors
Pennsylvania
$353K
PGCM
29
Prescott Group Capital Management
Oklahoma
$327K -$242K -63,262 -46%
Citigroup
30
Citigroup
New York
$324K +$32.4K +8,459 +13%
Stifel Financial
31
Stifel Financial
Missouri
$237K -$155K -40,518 -43%
SFI
32
Susquehanna Fundamental Investments
Pennsylvania
$236K -$502K -131,032 -71%
TYCC
33
Texas Yale Capital Corp
Florida
$232K
BF
34
BOK Financial
Oklahoma
$222K
II
35
Inspire Investing
Idaho
$199K -$15.7K -4,108 -8%
Simplex Trading
36
Simplex Trading
Illinois
$194K +$108K +28,283 +187%
CL
37
COWA LLC
Oklahoma
$194K +$132K +34,558 New
GF
38
Gabelli Funds
New York
$186K -$5.74K -1,500 -3%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$186K +$141K +36,938 New
HSBC Holdings
40
HSBC Holdings
United Kingdom
$179K
Bank of America
41
Bank of America
North Carolina
$178K -$119K -31,128 -44%
CCA
42
Cadent Capital Advisors
Oklahoma
$157K +$134K +35,100 New
APG
43
Abacus Planning Group
South Carolina
$135K -$76.6K -20,000 -40%
Creative Planning
44
Creative Planning
Kansas
$117K -$7.24K -1,890 -7%
JF
45
Jump Financial
Illinois
$114K +$97.6K +25,500 New
TA
46
Tiedemann Advisors
New York
$113K
Marshall Wace
47
Marshall Wace
United Kingdom
$113K +$96.2K +25,136 New
RJA
48
Raymond James & Associates
Florida
$105K -$9.57K -2,501 -10%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$104K +$20.8K +5,430 +30%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$102K -$957 -250 -1%

ARLP Hedge Fund Activity: Q4 2020 in Review

91 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q4 2020, worth a combined $108M — up 151% from $43M a quarter earlier.

Fund positioning in ARLP was balanced in Q4 2020: 17 funds opened new positions, 17 closed out, 15 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.8M. The largest seller was Neuberger Berman Group, cutting an estimated $784K.

  • 91 institutional investors held Alliance Resource Partners (ARLP) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $108M of Alliance Resource Partners stock for Q4 2020, up 151% quarter-over-quarter.
  • 17 funds opened new Alliance Resource Partners positions in Q4 2020 and 17 closed out, a net change of 0 holders.
  • The largest Alliance Resource Partners buyer in Q4 2020 was Morgan Stanley, an estimated $10.8M added.
  • The largest Alliance Resource Partners seller in Q4 2020 was Neuberger Berman Group, an estimated $784K sold.

Based on aggregated 13F filings for Q4 2020.