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Alliance Resource Partners

91 hedge funds and large institutions have $43M invested in Alliance Resource Partners in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 26 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.67% more ownership

Funds ownership: 11.53%12.2% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 9591 (-4)

10% less capital invested

Capital invested by funds: $47.8M → $43M (-$4.84M)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

58% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 26

58% less call options, than puts

Call options by funds: $1.28M | Put options by funds: $3.07M

Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
11
Reduced
26
Closed
18
Calls
$1.28M
Puts
$3.07M
Net Calls
-$1.79M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$52K -$130K -40,307 -68%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$49K -$7.87K -2,442 -12%
SBIA
53
Sheaff Brock Investment Advisors
Indiana
$44K
PFPT
54
Pinnacle Financial Partners (Tennessee)
Tennessee
$43K
Simplex Trading
55
Simplex Trading
Illinois
$41K +$1.37K +425 +3%
CHAM
56
Clear Harbor Asset Management
Connecticut
$34.6K +$40.3K +12,500 New
AMIM
57
Aull & Monroe Investment Management
Alabama
$33K
Osaic Holdings
58
Osaic Holdings
Arizona
$31K -$29.3K -9,092 -45%
GC
59
Guggenheim Capital
Illinois
$31K -$24.2K -7,501 -40%
UBS Group
60
UBS Group
Switzerland
$30K -$14K -4,343 -29%
BRWM
61
B. Riley Wealth Management
Tennessee
$28K
IFO
62
Independent Family Office
New York
$28K
JMPWA
63
JP Morgan Private Wealth Advisors
California
$28K +$32.4K +10,068 New
PFBT
64
Parkside Financial Bank & Trust
Missouri
$22K
IA
65
IFP Advisors
Florida
$13K
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$11K
Acadian Asset Management
67
Acadian Asset Management
Massachusetts
$10K -$44.2K -13,739 -79%
ZB
68
Zions Bancorporation
Utah
$10K
US Bancorp
69
US Bancorp
Minnesota
$9K
JP Morgan Chase
70
JP Morgan Chase
New York
$8K -$25.5K -7,924 -73%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$8K -$11.8K -3,661 -54%
Wells Fargo
72
Wells Fargo
California
$7K -$67.9K -21,077 -90%
BC
73
Barnett & Company
Tennessee
$5K
FMP
74
Financial Management Professionals
Texas
$5K
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$3K

ARLP Hedge Fund Activity: Q3 2020 in Review

91 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q3 2020, worth a combined $43M — down 10% from $47.8M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of ARLP and 15 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 11 added.

The largest buyer was Morgan Stanley, adding an estimated $2.79M. The largest seller was Adams Asset Advisors, cutting an estimated $1.19M.

  • 91 institutional investors held Alliance Resource Partners (ARLP) as of Q3 2020, down from 95 in Q2 2020.
  • Funds reported $43M of Alliance Resource Partners stock for Q3 2020, down 10% quarter-over-quarter.
  • 15 funds opened new Alliance Resource Partners positions in Q3 2020 and 18 closed out, a net change of -3 holders.
  • The largest Alliance Resource Partners buyer in Q3 2020 was Morgan Stanley, an estimated $2.79M added.
  • The largest Alliance Resource Partners seller in Q3 2020 was Adams Asset Advisors, an estimated $1.19M sold.

Based on aggregated 13F filings for Q3 2020.