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Alliance Resource Partners

102 hedge funds and large institutions have $370M invested in Alliance Resource Partners in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more capital invested

Capital invested by funds: $253M → $370M (+$117M)

44% more call options, than puts

Call options by funds: $20.2M | Put options by funds: $14.1M

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

17% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 24

4.69% more ownership

Funds ownership: 18.34%23.03% (+4.7%)

3% more funds holding

Funds holding: 99102 (+3)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
102
Holders Change
+3
Holders Change %
+3.03%
% of All Funds
1.57%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
17
Increased
28
Reduced
24
Closed
14
Calls
$20.2M
Puts
$14.1M
Net Calls
+$6.16M
Net Calls Change
+$7.14M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
51
COWA LLC
Oklahoma
$424K -$11.3K -1,000 -3%
LPL Financial
52
LPL Financial
California
$381K +$120K +10,663 +55%
Wells Fargo
53
Wells Fargo
California
$339K +$269K +23,901 +811%
BF
54
BOK Financial
Oklahoma
$307K +$1.88K +167 +0.7%
Creative Planning
55
Creative Planning
Kansas
$302K
CCB
56
Cutter & Co Brokerage
Missouri
$288K
Mariner
57
Mariner
Kansas
$268K +$239K +21,172 New
CTI
58
Community Trust & Investment
Kentucky
$265K
RWM
59
Rockwood Wealth Management
Pennsylvania
$256K +$228K +20,221 New
BCM
60
Bluefin Capital Management
New York
$254K +$227K +20,100 New
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$253K +$225K +20,000 New
IB
62
Intrust Bank
Kansas
$243K
MGIA
63
Moneta Group Investment Advisors
Missouri
$233K -$643 -57 -0.3%
SOW
64
State of Wyoming
Wyoming
$226K +$202K +17,884 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$217K
RJFSA
66
Raymond James Financial Services Advisors
Florida
$211K +$1.41K +125 +0.8%
SFI
67
Susquehanna Fundamental Investments
Pennsylvania
$196K -$32.7K -2,900 -16%
Barclays
68
Barclays
United Kingdom
$185K -$86.6K -7,677 -34%
Neuberger Berman Group
69
Neuberger Berman Group
New York
$172K -$4.16K -369 -3%
Simplex Trading
70
Simplex Trading
Illinois
$161K -$237K -20,999 -62%
HighTower Advisors
71
HighTower Advisors
Illinois
$159K +$142K +12,575 New
CS
72
Credit Suisse
Switzerland
$158K -$37.8K -3,349 -21%
TYCC
73
Texas Yale Capital Corp
Florida
$148K
NF
74
Nikulski Financial
Iowa
$145K
AMIM
75
Aull & Monroe Investment Management
Alabama
$135K

ARLP Hedge Fund Activity: Q4 2021 in Review

102 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q4 2021, worth a combined $370M — up 46% from $253M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ARLP positions and 14 closed out — a net gain of 3 holders — while 28 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $49.1M. The largest seller was Magnolia Group, cutting an estimated $4.64M.

  • 102 institutional investors held Alliance Resource Partners (ARLP) as of Q4 2021, up from 99 in Q3 2021.
  • Funds reported $370M of Alliance Resource Partners stock for Q4 2021, up 46% quarter-over-quarter.
  • 17 funds opened new Alliance Resource Partners positions in Q4 2021 and 14 closed out, a net change of +3 holders.
  • The largest Alliance Resource Partners buyer in Q4 2021 was Morgan Stanley, an estimated $49.1M added.
  • The largest Alliance Resource Partners seller in Q4 2021 was Magnolia Group, an estimated $4.64M sold.

Based on aggregated 13F filings for Q4 2021.