We are live on ! Find out more
ARLP icon

Alliance Resource Partners

143 hedge funds and large institutions have $771M invested in Alliance Resource Partners in 2013 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

12% more capital invested

Capital invested by funds: $686M → $771M (+$84.5M)

4% more funds holding

Funds holding: 138143 (+5)

3% more call options, than puts

Call options by funds: $8.52M | Put options by funds: $8.28M

33% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 51

Holders
143
Holders Change
+5
Holders Change %
+3.62%
% of All Funds
4.64%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
18
Increased
34
Reduced
51
Closed
12
Calls
$8.52M
Puts
$8.28M
Net Calls
+$237K
Net Calls Change
+$4.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
51
Northern Trust
Illinois
$1.54M -$7.52K -200 -0.5%
GXMC
52
Global X Management Company
New York
$1.51M +$97.1K +2,582 +7%
DC
53
Deere & Company
Illinois
$1.5M -$14.6K -388 -0.9%
EI
54
EDMP Inc
Florida
$1.48M +$36.5K +970 +2%
Principal Financial Group
55
Principal Financial Group
Iowa
$1.43M +$401K +10,668 +38%
William Blair & Company
56
William Blair & Company
Illinois
$1.32M
WIC
57
Wood Investment Counsel
Colorado
$1.28M
RIA
58
Regal Investment Advisors
Michigan
$1.18M -$94K -2,500 -7%
ICOA
59
Investment Centers of America
North Dakota
$1.18M +$101K +2,694 +9%
NCM
60
Narwhal Capital Management
Georgia
$1.15M
Citigroup
61
Citigroup
New York
$1.15M -$602 -16 -0.1%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$1.11M +$587K +15,608 +109%
GCP
63
GSA Capital Partners
United Kingdom
$1.07M -$105K -2,800 -9%
CCT
64
Country Club Trust
Missouri
$1.02M +$27.8K +740 +3%
U
65
UBS
Switzerland
$965K -$1.36M -36,086 -58%
CIP
66
Chartwell Investment Partners
Pennsylvania
$778K +$790K +21,000 New
First Manhattan
67
First Manhattan
New York
$754K
SNC
68
Stifel Nicolaus & Co
Missouri
$641K -$38K -1,010 -6%
BOIA
69
Bush ODonnell Investment Advisors
Missouri
$625K
CCM
70
Catawba Capital Management
Virginia
$618K
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$611K
HPBT
72
High Point Bank & Trust
North Carolina
$571K
WCBA
73
Weaver C. Barksdale & Associates
Tennessee
$558K +$566K +15,050 New
Mariner
74
Mariner
Kansas
$552K
US Bancorp
75
US Bancorp
Minnesota
$530K

ARLP Hedge Fund Activity: Q3 2013 in Review

143 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q3 2013, worth a combined $771M — up 12% from $686M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ARLP positions and 12 closed out — a net gain of 6 holders — while 34 added to existing stakes and 51 trimmed.

The largest buyer was Edge Asset Management, adding an estimated $14.1M. The largest seller was Energy Income Partners, cutting an estimated $4.39M.

  • 143 institutional investors held Alliance Resource Partners (ARLP) as of Q3 2013, up from 138 in Q2 2013.
  • Funds reported $771M of Alliance Resource Partners stock for Q3 2013, up 12% quarter-over-quarter.
  • 18 funds opened new Alliance Resource Partners positions in Q3 2013 and 12 closed out, a net change of +6 holders.
  • The largest Alliance Resource Partners buyer in Q3 2013 was Edge Asset Management, an estimated $14.1M added.
  • The largest Alliance Resource Partners seller in Q3 2013 was Energy Income Partners, an estimated $4.39M sold.

Based on aggregated 13F filings for Q3 2013.