We are live on ! Find out more
ARLP icon

Alliance Resource Partners
ARLP

126 hedge funds and large institutions have $726M invested in Alliance Resource Partners in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

546% more call options, than puts

Call options by funds: $70.1M | Put options by funds: $10.8M

46% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 28

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

2% more funds holding

Funds holding: 123 → 126 (+3)

2.37% more ownership

Funds ownership: 25.72% → 28.09% (+2.4%)

1% less capital invested

Capital invested by funds: $733M → $726M (-$6.97M)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
126
Holders Change
+3
Holders Change %
+2.44%
% of All Funds
2.03%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
26
Increased
41
Reduced
28
Closed
21
Calls
$70.1M
Puts
$10.8M
Net Calls
+$59.2M
Net Calls Change
+$21.2M

Top Buyers

1
N
Natixis
France
+$36.1M
2
MIAS
Mason Investment Advisory Services
Virginia
+$25.8M
3
Morgan Stanley
Morgan Stanley
New York
+$10.4M
4
Bank of America
Bank of America
North Carolina
+$6.76M
5
Citadel Advisors
Citadel Advisors
Florida
+$5.11M

Top Sellers

1
MG
Magnolia Group
Nebraska
-$6.99M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$5.62M
3
WMSA
Weiss Multi-Strategy Advisers
New York
-$3.22M
4
BCM
Bienville Capital Management
New York
-$2.89M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$2.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAA
26
Adams Asset Advisors
Texas
$3.52M – – –
First Trust Advisors
27
First Trust Advisors
Illinois
$2.51M +$2.8M +123,553 New
PH
28
Pinnacle Holdings
Oklahoma
$2.44M +$50.1K +2,214 +2%
SA
29
SoftVest Advisors
Texas
$2.24M – – –
Geode Capital Management
30
Geode Capital Management
Massachusetts
$2.19M +$13.6K +600 +0.6%
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$1.95M -$5.62M -248,067 -72%
CAI
32
Capital Advisors Inc
Oklahoma
$1.93M – – –
Stifel Financial
33
Stifel Financial
Missouri
$1.83M +$209K +9,221 +11%
RJA
34
Raymond James & Associates
Florida
$1.74M +$320K +14,111 +20%
GCM
35
Granby Capital Management
Florida
$1.73M +$1.93M +85,000 New
SEI Investments
36
SEI Investments
Pennsylvania
$1.72M -$1.77M -78,078 -48%
NA
37
Navellier & Associates
Nevada
$1.71M +$507K +22,379 +36%
JF
38
Jump Financial
Illinois
$1.59M -$669K -29,539 -27%
UBS Group
39
UBS Group
Switzerland
$1.51M -$407K -17,964 -19%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$1.48M +$1.65M +73,007 +3,650,350%
Deutsche Bank
41
Deutsche Bank
Germany
$1.45M +$1.58K +70 +0.1%
Group One Trading
42
Group One Trading
Illinois
$1.38M +$577K +25,480 +60%
USCWA
43
U.S. Capital Wealth Advisors
Texas
$1.22M – – –
NIM
44
NXG Investment Management
Texas
$1.22M +$83.8K +3,700 +7%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$1.22M -$145K -6,408 -10%
Cohen & Steers
46
Cohen & Steers
New York
$1.09M -$1.58K -70 -0.1%
PHS
47
Pekin Hardy Strauss
Illinois
$1.03M -$470K -20,750 -29%
LPL Financial
48
LPL Financial
California
$995K +$165K +7,273 +17%
CM
49
Caption Management
Oklahoma
$890K +$992K +43,800 New
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$865K +$345K +15,228 +56%
1
2
3 4 5

ARLP Hedge Fund Activity: Q4 2022 in Review

126 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q4 2022, worth a combined $726M — down 0.95% from $733M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ARLP positions and 21 closed out — a net gain of 5 holders — while 41 added to existing stakes and 28 trimmed.

The largest buyer was Natixis, adding an estimated $36.1M. The largest seller was Magnolia Group, cutting an estimated $6.99M.

  • 126 institutional investors held Alliance Resource Partners (ARLP) as of Q4 2022, up from 123 in Q3 2022.
  • Funds reported $726M of Alliance Resource Partners stock for Q4 2022, down 0.95% quarter-over-quarter.
  • 26 funds opened new Alliance Resource Partners positions in Q4 2022 and 21 closed out, a net change of +5 holders.
  • The largest Alliance Resource Partners buyer in Q4 2022 was Natixis, an estimated $36.1M added.
  • The largest Alliance Resource Partners seller in Q4 2022 was Magnolia Group, an estimated $6.99M sold.

Based on aggregated 13F filings for Q4 2022.