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Alliance Resource Partners
ARLP

139 hedge funds and large institutions have $475M invested in Alliance Resource Partners in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $22M | Put options by funds: $13.3M

58% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 33

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

1% more funds holding

Funds holding: 138 → 139 (+1)

1.01% less ownership

Funds ownership: 19.51% → 18.51% (-1%)

10% less capital invested

Capital invested by funds: $525M → $475M (-$50.2M)

Holders
139
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
2%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
22
Increased
52
Reduced
33
Closed
21
Calls
$22M
Puts
$13.3M
Net Calls
+$8.73M
Net Calls Change
-$28.7M

Top Buyers

1
RIA
Recurrent Investment Advisors
Texas
+$5.94M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.88M
3
MG
Magnolia Group
Nebraska
+$4.68M
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$3.62M
5
P3I
Progeny 3 Inc
Washington
+$2.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$35.3M
2
IG
ING Group
Netherlands
-$14.5M
3
JP Morgan Chase
JP Morgan Chase
New York
-$7.3M
4
Bank of America
Bank of America
North Carolina
-$6.56M
5
HighTower Advisors
HighTower Advisors
Illinois
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
PH
26
Pinnacle Holdings
Oklahoma
$2.65M -$18.4K -901 -0.7%
Osaic Holdings
27
Osaic Holdings
Arizona
$2.39M +$1.88M +92,094 +338%
MVP
28
Miller Value Partners
Florida
$2.35M -$652K -32,000 -21%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$2.29M +$10.6K +520 +0.5%
CAI
30
Capital Advisors Inc
Oklahoma
$2.04M -$322K -15,810 -13%
Simplex Trading
31
Simplex Trading
Illinois
$1.88M +$1.37M +67,411 +256%
ORG
32
Optimist Retirement Group
Washington
$1.82M +$1.31M +64,400 +243%
Stifel Financial
33
Stifel Financial
Missouri
$1.78M – – –
LPL Financial
34
LPL Financial
California
$1.46M -$437K -21,475 -23%
Citadel Advisors
35
Citadel Advisors
Florida
$1.38M -$2.52M -123,768 -64%
NI
36
NFC Investments
Tennessee
$1.36M +$308K +15,100 +28%
CIS
37
Custom Index Systems
New York
$1.31M -$104K -5,110 -7%
USCWA
38
U.S. Capital Wealth Advisors
Texas
$1.21M – – –
ETC
39
Exchange Traded Concepts
Oklahoma
$1.18M +$1.2M +58,862 New
GIM
40
Grassi Investment Management
California
$1.14M – – –
DI
41
Disciplined Investments
Oklahoma
$1.14M – – –
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.07M +$290K +14,255 +36%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$1.04M +$750K +36,796 +245%
SA
44
SoftVest Advisors
Texas
$1M – – –
PHS
45
Pekin Hardy Strauss
Illinois
$932K – – –
UBS Group
46
UBS Group
Switzerland
$870K +$24K +1,176 +3%
AGP
47
Autumn Glory Partners
Texas
$868K +$71.3K +3,500 +9%
BI
48
Bramshill Investments
Florida
$819K -$25K -1,226 -3%
FAM
49
Formidable Asset Management
Ohio
$819K -$45.3K -2,226 -5%
AIC
50
Anthracite Investment Company
Texas
$797K -$204K -10,000 -20%
1
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3 4 5

ARLP Hedge Fund Activity: Q1 2024 in Review

139 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q1 2024, worth a combined $475M — down 9.5% from $525M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ARLP positions and 21 closed out — a net gain of 1 holder — while 52 added to existing stakes and 33 trimmed.

The largest buyer was Recurrent Investment Advisors, adding an estimated $5.94M. The largest seller was Morgan Stanley, cutting an estimated $35.3M.

  • 139 institutional investors held Alliance Resource Partners (ARLP) as of Q1 2024, up from 138 in Q4 2023.
  • Funds reported $475M of Alliance Resource Partners stock for Q1 2024, down 9.5% quarter-over-quarter.
  • 22 funds opened new Alliance Resource Partners positions in Q1 2024 and 21 closed out, a net change of +1 holder.
  • The largest Alliance Resource Partners buyer in Q1 2024 was Recurrent Investment Advisors, an estimated $5.94M added.
  • The largest Alliance Resource Partners seller in Q1 2024 was Morgan Stanley, an estimated $35.3M sold.

Based on aggregated 13F filings for Q1 2024.