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Alliance Resource Partners

141 hedge funds and large institutions have $514M invested in Alliance Resource Partners in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

379% more call options, than puts

Call options by funds: $58.7M | Put options by funds: $12.2M

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

10% more funds holding

Funds holding: 128141 (+13)

6% more capital invested

Capital invested by funds: $484M → $514M (+$29.4M)

3% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 40

2.65% less ownership

Funds ownership: 20.59%17.94% (-2.7%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
141
Holders Change
+13
Holders Change %
+10.16%
% of All Funds
2.24%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
28
Increased
39
Reduced
40
Closed
15
Calls
$58.7M
Puts
$12.2M
Net Calls
+$46.4M
Net Calls Change
+$9.11M
Name Holding Trade Value Shares
Change
Change in
Stake
PH
26
Pinnacle Holdings
Oklahoma
$2.75M +$15.7K +788 +0.6%
CAI
27
Capital Advisors Inc
Oklahoma
$2.64M
Citadel Advisors
28
Citadel Advisors
Florida
$2.64M -$2.46M -123,294 -51%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$2.46M +$1.2K +60 +0.1%
OC
30
Oppenheimer & Co
New York
$2.04M +$1.81M +90,743 New
CGA
31
Crescent Grove Advisors
Illinois
$2.04M +$1.8M +90,343 New
Stifel Financial
32
Stifel Financial
Missouri
$2M -$115K -5,770 -6%
Nomura Holdings
33
Nomura Holdings
Japan
$1.67M +$1.48M +74,300 New
Cohen & Steers
34
Cohen & Steers
New York
$1.63M -$47.2K -2,366 -3%
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$1.6M -$6.39M -320,617 -82%
GCP
36
GSA Capital Partners
United Kingdom
$1.5M +$1.11M +55,583 +497%
JF
37
Jump Financial
Illinois
$1.46M -$367K -18,400 -22%
Barclays
38
Barclays
United Kingdom
$1.44M +$1.17M +58,489 +1,064%
USCWA
39
U.S. Capital Wealth Advisors
Texas
$1.36M -$5.16K -259 -0.4%
GIM
40
Grassi Investment Management
California
$1.28M +$1.14M +57,000 New
DI
41
Disciplined Investments
Oklahoma
$1.28M +$358K +17,972 +46%
LPL Financial
42
LPL Financial
California
$1.23M +$146K +7,309 +15%
NIM
43
NXG Investment Management
Texas
$1.15M
SA
44
SoftVest Advisors
Texas
$1.13M
PHS
45
Pekin Hardy Strauss
Illinois
$1.05M
EIP
46
Energy Income Partners
Connecticut
$1.03M +$93.9K +4,712 +12%
Creative Planning
47
Creative Planning
Kansas
$936K +$226K +11,313 +37%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$891K +$20K +1,004 +3%
RJA
49
Raymond James & Associates
Florida
$884K +$226K +11,318 +41%
UBS Group
50
UBS Group
Switzerland
$876K +$29.9K +1,502 +4%

ARLP Hedge Fund Activity: Q3 2023 in Review

141 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q3 2023, worth a combined $514M — up 6.1% from $484M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ARLP positions and 15 closed out — a net gain of 13 holders — while 39 added to existing stakes and 40 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $9.29M. The largest seller was Morgan Stanley, cutting an estimated $36.3M.

  • 141 institutional investors held Alliance Resource Partners (ARLP) as of Q3 2023, up from 128 in Q2 2023.
  • Funds reported $514M of Alliance Resource Partners stock for Q3 2023, up 6.1% quarter-over-quarter.
  • 28 funds opened new Alliance Resource Partners positions in Q3 2023 and 15 closed out, a net change of +13 holders.
  • The largest Alliance Resource Partners buyer in Q3 2023 was Goldman Sachs, an estimated $9.29M added.
  • The largest Alliance Resource Partners seller in Q3 2023 was Morgan Stanley, an estimated $36.3M sold.

Based on aggregated 13F filings for Q3 2023.