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Alliance Resource Partners

89 hedge funds and large institutions have $160M invested in Alliance Resource Partners in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

19% more capital invested

Capital invested by funds: $134M → $160M (+$25.9M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0% more funds holding

Funds holding: 8989 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.71% less ownership

Funds ownership: 18.14%17.43% (-0.71%)

63% less call options, than puts

Call options by funds: $3.26M | Put options by funds: $8.93M

Holders
89
Holders Change
Holders Change %
0%
% of All Funds
1.55%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
25
Reduced
19
Closed
10
Calls
$3.26M
Puts
$8.93M
Net Calls
-$5.67M
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
PH
26
Pinnacle Holdings
Oklahoma
$871K
ECG
27
Edge Capital Group
Georgia
$829K
SA
28
SoftVest Advisors
Texas
$793K
SG Americas Securities
29
SG Americas Securities
New York
$762K
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$709K +$471K +75,233 +325%
JWA
31
JFS Wealth Advisors
Pennsylvania
$578K +$7.91K +1,263 +2%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$465K -$176K -28,049 -30%
Citigroup
33
Citigroup
New York
$455K +$113 +18 +0%
GCP
34
GSA Capital Partners
United Kingdom
$412K -$167K -26,666 -32%
Stifel Financial
35
Stifel Financial
Missouri
$381K +$6.26K +1,000 +2%
JF
36
Jump Financial
Illinois
$364K +$218K +34,766 +221%
CIP
37
Cornerstone Investment Partners
Georgia
$343K
GF
38
Gabelli Funds
New York
$299K
II
39
Inspire Investing
Idaho
$263K +$6.93K +1,106 +3%
JP Morgan Chase
40
JP Morgan Chase
New York
$252K +$219K +34,888 New
CL
41
COWA LLC
Oklahoma
$251K
Simplex Trading
42
Simplex Trading
Illinois
$243K +$40.6K +6,474 +24%
Bank of America
43
Bank of America
North Carolina
$218K -$9.69K -1,546 -5%
SFI
44
Susquehanna Fundamental Investments
Pennsylvania
$185K -$426K -67,929 -73%
Deutsche Bank
45
Deutsche Bank
Germany
$169K -$902K -143,940 -86%
Creative Planning
46
Creative Planning
Kansas
$169K -$16.9K -2,700 -10%
CCB
47
Cutter & Co Brokerage
Missouri
$164K
SPC
48
Sigma Planning Corp
Michigan
$164K +$44.8K +7,150 +46%
Barclays
49
Barclays
United Kingdom
$156K -$13.8K -2,195 -9%
CTI
50
Community Trust & Investment
Kentucky
$151K

ARLP Hedge Fund Activity: Q2 2021 in Review

89 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q2 2021, worth a combined $160M — up 19% from $134M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ARLP positions and 10 closed out — a net gain of 1 holder — while 25 added to existing stakes and 19 trimmed.

The largest buyer was Magnolia Group, adding an estimated $1.74M. The largest seller was Morgan Stanley, cutting an estimated $9.42M.

  • 89 institutional investors held Alliance Resource Partners (ARLP) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $160M of Alliance Resource Partners stock for Q2 2021, up 19% quarter-over-quarter.
  • 11 funds opened new Alliance Resource Partners positions in Q2 2021 and 10 closed out, a net change of +1 holder.
  • The largest Alliance Resource Partners buyer in Q2 2021 was Magnolia Group, an estimated $1.74M added.
  • The largest Alliance Resource Partners seller in Q2 2021 was Morgan Stanley, an estimated $9.42M sold.

Based on aggregated 13F filings for Q2 2021.