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Alliance Resource Partners

89 hedge funds and large institutions have $160M invested in Alliance Resource Partners in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

19% more capital invested

Capital invested by funds: $134M → $160M (+$25.9M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0% more funds holding

Funds holding: 8989 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.71% less ownership

Funds ownership: 18.14%17.43% (-0.71%)

63% less call options, than puts

Call options by funds: $3.26M | Put options by funds: $8.93M

Holders
89
Holders Change
Holders Change %
0%
% of All Funds
1.55%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
25
Reduced
19
Closed
10
Calls
$3.26M
Puts
$8.93M
Net Calls
-$5.67M
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$148K
Wolverine Trading
52
Wolverine Trading
Illinois
$145K -$83.4K -13,315 -39%
IB
53
Intrust Bank
Kansas
$139K
LPL Financial
54
LPL Financial
California
$136K -$6.97K -1,112 -6%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$125K +$5.4K +862 +5%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$117K +$101K +16,189 New
CS
57
Credit Suisse
Switzerland
$113K -$7.02K -1,120 -7%
Neuberger Berman Group
58
Neuberger Berman Group
New York
$100K -$10.2K -1,625 -10%
CBB
59
Citizens Business Bank
California
$97K +$84K +13,400 New
TYCC
60
Texas Yale Capital Corp
Florida
$84K
NF
61
Nikulski Financial
Iowa
$82K -$21.9K -3,500 -23%
AMIM
62
Aull & Monroe Investment Management
Alabama
$77K -$6.26K -1,000 -9%
SEI Investments
63
SEI Investments
Pennsylvania
$77K +$66.9K +10,676 New
IFO
64
Independent Family Office
New York
$72K
CG
65
Cutler Group
California
$54K +$34.1K +5,440 +261%
UBS Group
66
UBS Group
Switzerland
$53K +$5.71K +911 +14%
Wells Fargo
67
Wells Fargo
California
$50K +$20K +3,185 +85%
IA
68
IFP Advisors
Florida
$32K
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$26K -$6.26K -1,000 -22%
Osaic Holdings
70
Osaic Holdings
Arizona
$25K -$14.5K -2,319 -40%
US Bancorp
71
US Bancorp
Minnesota
$24K
HIM
72
Hillsdale Investment Management
Ontario, Canada
$19K +$16.9K +2,700 New
FMP
73
Financial Management Professionals
Texas
$13K
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$11K
AIM
75
Anchor Investment Management
South Carolina
$10.1K +$8.77K +1,400 New

ARLP Hedge Fund Activity: Q2 2021 in Review

89 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q2 2021, worth a combined $160M — up 19% from $134M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ARLP positions and 10 closed out — a net gain of 1 holder — while 25 added to existing stakes and 19 trimmed.

The largest buyer was Magnolia Group, adding an estimated $1.74M. The largest seller was Morgan Stanley, cutting an estimated $9.42M.

  • 89 institutional investors held Alliance Resource Partners (ARLP) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $160M of Alliance Resource Partners stock for Q2 2021, up 19% quarter-over-quarter.
  • 11 funds opened new Alliance Resource Partners positions in Q2 2021 and 10 closed out, a net change of +1 holder.
  • The largest Alliance Resource Partners buyer in Q2 2021 was Magnolia Group, an estimated $1.74M added.
  • The largest Alliance Resource Partners seller in Q2 2021 was Morgan Stanley, an estimated $9.42M sold.

Based on aggregated 13F filings for Q2 2021.