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Alliance Resource Partners

115 hedge funds and large institutions have $600M invested in Alliance Resource Partners in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

194% more call options, than puts

Call options by funds: $39.5M | Put options by funds: $13.4M

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

31% more capital invested

Capital invested by funds: $456M → $600M (+$143M)

14% more funds holding

Funds holding: 101115 (+14)

11% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 27

3.81% more ownership

Funds ownership: 23.39%27.2% (+3.8%)

Holders
115
Holders Change
+14
Holders Change %
+13.86%
% of All Funds
1.94%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
24
Increased
30
Reduced
27
Closed
8
Calls
$39.5M
Puts
$13.4M
Net Calls
+$26M
Net Calls Change
+$8.63M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
26
SEI Investments
Pennsylvania
$3.01M -$223K -12,298 -7%
MIAS
27
Mason Investment Advisory Services
Virginia
$2.55M +$46.8K +2,584 +2%
GCM
28
Granby Capital Management
Florida
$2.32M
PH
29
Pinnacle Holdings
Oklahoma
$2.17M
SA
30
SoftVest Advisors
Texas
$2M
Geode Capital Management
31
Geode Capital Management
Massachusetts
$1.87M -$101K -5,554 -5%
RJA
32
Raymond James & Associates
Florida
$1.55M -$203K -11,199 -12%
Cohen & Steers
33
Cohen & Steers
New York
$1.44M +$2.64K +146 +0.2%
PI
34
PEAK6 Investments
Illinois
$1.41M -$1.5M -82,577 -52%
PHS
35
Pekin Hardy Strauss
Illinois
$1.34M +$67K +3,700 +5%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.32M +$325K +17,967 +33%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$1.3M +$78.8K +4,352 +7%
JF
38
Jump Financial
Illinois
$1.29M -$333K -18,400 -21%
Stifel Financial
39
Stifel Financial
Missouri
$1.13M +$168K +9,280 +18%
USCWA
40
U.S. Capital Wealth Advisors
Texas
$1.09M
Jane Street
41
Jane Street
New York
$1.07M +$1.07M +58,818 New
UBS Group
42
UBS Group
Switzerland
$1.01M -$66.2K -3,654 -6%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$895K +$485K +26,797 +120%
LPL Financial
44
LPL Financial
California
$781K +$229K +12,645 +42%
GF
45
Gabelli Funds
New York
$751K
CIP
46
Cornerstone Investment Partners
Georgia
$697K -$6.21K -343 -0.9%
Wells Fargo
47
Wells Fargo
California
$642K +$189K +10,446 +42%
CL
48
COWA LLC
Oklahoma
$612K
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$602K -$181K -10,000 -23%
SG Americas Securities
50
SG Americas Securities
New York
$594K +$590K +32,558 New

ARLP Hedge Fund Activity: Q2 2022 in Review

115 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q2 2022, worth a combined $600M — up 31% from $456M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ARLP positions and 8 closed out — a net gain of 16 holders — while 30 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $25.7M. The largest seller was Magnolia Group, cutting an estimated $31.3M.

  • 115 institutional investors held Alliance Resource Partners (ARLP) as of Q2 2022, up from 101 in Q1 2022.
  • Funds reported $600M of Alliance Resource Partners stock for Q2 2022, up 31% quarter-over-quarter.
  • 24 funds opened new Alliance Resource Partners positions in Q2 2022 and 8 closed out, a net change of +16 holders.
  • The largest Alliance Resource Partners buyer in Q2 2022 was Bank of America, an estimated $25.7M added.
  • The largest Alliance Resource Partners seller in Q2 2022 was Magnolia Group, an estimated $31.3M sold.

Based on aggregated 13F filings for Q2 2022.