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Alliance Resource Partners

128 hedge funds and large institutions have $484M invested in Alliance Resource Partners in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

374% more call options, than puts

Call options by funds: $47.3M | Put options by funds: $9.98M

80% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 25

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

3% more funds holding

Funds holding: 124128 (+4)

3.2% less ownership

Funds ownership: 23.79%20.59% (-3.2%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

21% less capital invested

Capital invested by funds: $610M → $484M (-$126M)

Holders
128
Holders Change
+4
Holders Change %
+3.23%
% of All Funds
2.01%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
23
Increased
45
Reduced
25
Closed
18
Calls
$47.3M
Puts
$9.98M
Net Calls
+$37.3M
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
HF
26
HRT Financial
New York
$3.49M -$983K -51,265 -21%
PIWA
27
Prevail Innovative Wealth Advisors
Kansas
$2.95M +$3.07M +159,795 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$2.72M +$2.48M +129,470 +724%
PH
29
Pinnacle Holdings
Oklahoma
$2.24M -$26.9K -1,401 -1%
CAI
30
Capital Advisors Inc
Oklahoma
$2.17M -$879K -45,800 -28%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$2.02M +$7.29K +380 +0.3%
Stifel Financial
32
Stifel Financial
Missouri
$1.74M +$46.2K +2,406 +3%
NA
33
Navellier & Associates
Nevada
$1.62M +$67K +3,491 +4%
JF
34
Jump Financial
Illinois
$1.54M +$184K +9,583 +13%
Cohen & Steers
35
Cohen & Steers
New York
$1.38M +$422K +22,013 +42%
Group One Trading
36
Group One Trading
Illinois
$1.35M -$79.1K -4,124 -5%
WMSA
37
Weiss Multi-Strategy Advisers
New York
$1.18M +$1.22M +63,659 New
USCWA
38
U.S. Capital Wealth Advisors
Texas
$1.12M +$4.97K +259 +0.4%
NIM
39
NXG Investment Management
Texas
$943K -$173K -9,000 -15%
SA
40
SoftVest Advisors
Texas
$925K -$59.5K -3,100 -6%
LPL Financial
41
LPL Financial
California
$877K -$253K -13,179 -22%
PHS
42
Pekin Hardy Strauss
Illinois
$860K -$38.4K -2,000 -4%
GF
43
Gabelli Funds
New York
$762K
Osaic Holdings
44
Osaic Holdings
Arizona
$758K -$44.4K -2,317 -5%
EIP
45
Energy Income Partners
Connecticut
$757K +$110K +5,719 +16%
DI
46
Disciplined Investments
Oklahoma
$717K +$744K +38,794 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$713K +$188K +9,809 +34%
UBS Group
48
UBS Group
Switzerland
$691K +$11.8K +616 +2%
CL
49
COWA LLC
Oklahoma
$620K
DADC
50
D.A. Davidson & Co
Montana
$602K +$213K +11,111 +52%

ARLP Hedge Fund Activity: Q2 2023 in Review

128 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q2 2023, worth a combined $484M — down 21% from $610M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ARLP positions and 18 closed out — a net gain of 5 holders — while 45 added to existing stakes and 25 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $5.35M. The largest seller was Morgan Stanley, cutting an estimated $53.7M.

  • 128 institutional investors held Alliance Resource Partners (ARLP) as of Q2 2023, up from 124 in Q1 2023.
  • Funds reported $484M of Alliance Resource Partners stock for Q2 2023, down 21% quarter-over-quarter.
  • 23 funds opened new Alliance Resource Partners positions in Q2 2023 and 18 closed out, a net change of +5 holders.
  • The largest Alliance Resource Partners buyer in Q2 2023 was BNP Paribas Financial Markets, an estimated $5.35M added.
  • The largest Alliance Resource Partners seller in Q2 2023 was Morgan Stanley, an estimated $53.7M sold.

Based on aggregated 13F filings for Q2 2023.