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Alliance Resource Partners
ARLP

138 hedge funds and large institutions have $525M invested in Alliance Resource Partners in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 27 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more call options, than puts

Call options by funds: $51.1M | Put options by funds: $13.7M

100% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 27

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

1.58% more ownership

Funds ownership: 17.94% → 19.51% (+1.6%)

2% more capital invested

Capital invested by funds: $514M → $525M (+$11.7M)

2% less funds holding

Funds holding: 141 → 138 (-3)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

Holders
138
Holders Change
-3
Holders Change %
-2.13%
% of All Funds
2.01%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
20
Increased
54
Reduced
27
Closed
23
Calls
$51.1M
Puts
$13.7M
Net Calls
+$37.4M
Net Calls Change
-$9.05M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$30M
2
IG
ING Group
Netherlands
+$5.72M
3
MG
Magnolia Group
Nebraska
+$3.91M
4
P3I
Progeny 3 Inc
Washington
+$3.33M
5
Jane Street
Jane Street
New York
+$2.02M

Top Sellers

Rank Fund Capital Flow
1
WMSA
Weiss Multi-Strategy Advisers
New York
-$6.35M
2
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$3.54M
3
TGCMU
Titan Global Capital Management USA
New York
-$3.53M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.92M
5
OC
Oppenheimer & Co
New York
-$2.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAI
26
Capital Advisors Inc
Oklahoma
$2.49M – – –
Geode Capital Management
27
Geode Capital Management
Massachusetts
$2.41M +$96.2K +4,442 +4%
HF
28
HRT Financial
New York
$2.26M -$688K -31,786 -23%
LPL Financial
29
LPL Financial
California
$2M +$855K +39,506 +72%
Jane Street
30
Jane Street
New York
$1.98M +$2.02M +93,459 New
Stifel Financial
31
Stifel Financial
Missouri
$1.88M – – –
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.77M -$2.92M -134,773 -62%
GCP
33
GSA Capital Partners
United Kingdom
$1.68M +$266K +12,308 +18%
Nomura Holdings
34
Nomura Holdings
Japan
$1.57M – – –
CIS
35
Custom Index Systems
New York
$1.49M +$1.53M +70,577 New
Cohen & Steers
36
Cohen & Steers
New York
$1.37M -$159K -7,361 -10%
USCWA
37
U.S. Capital Wealth Advisors
Texas
$1.28M – – –
GIM
38
Grassi Investment Management
California
$1.21M – – –
DI
39
Disciplined Investments
Oklahoma
$1.2M – – –
NI
40
NFC Investments
Tennessee
$1.12M +$1.15M +53,000 New
NIM
41
NXG Investment Management
Texas
$1.08M – – –
SA
42
SoftVest Advisors
Texas
$1.06M – – –
AIC
43
Anthracite Investment Company
Texas
$1.05M +$1.08M +49,751 New
PHS
44
Pekin Hardy Strauss
Illinois
$985K – – –
FAM
45
Formidable Asset Management
Ohio
$912K +$389K +17,986 +72%
Creative Planning
46
Creative Planning
Kansas
$895K +$15.3K +708 +2%
UBS Group
47
UBS Group
Switzerland
$894K +$72.3K +3,339 +9%
BI
48
Bramshill Investments
Florida
$891K +$911K +42,067 New
AGP
49
Autumn Glory Partners
Texas
$843K +$602K +27,800 +232%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$828K -$10K -462 -1%
1
2
3 4 5

ARLP Hedge Fund Activity: Q4 2023 in Review

138 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q4 2023, worth a combined $525M — up 2.3% from $514M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of ARLP and 20 opened new positions — a net loss of 3 holders — while 27 trimmed existing stakes and 54 added.

The largest buyer was Morgan Stanley, adding an estimated $30M. The largest seller was Weiss Multi-Strategy Advisers, exiting entirely with an estimated $6.35M sold.

  • 138 institutional investors held Alliance Resource Partners (ARLP) as of Q4 2023, down from 141 in Q3 2023.
  • Funds reported $525M of Alliance Resource Partners stock for Q4 2023, up 2.3% quarter-over-quarter.
  • 20 funds opened new Alliance Resource Partners positions in Q4 2023 and 23 closed out, a net change of -3 holders.
  • The largest Alliance Resource Partners buyer in Q4 2023 was Morgan Stanley, an estimated $30M added.
  • The largest Alliance Resource Partners seller in Q4 2023 was Weiss Multi-Strategy Advisers, an estimated $6.35M sold.

Based on aggregated 13F filings for Q4 2023.