We are live on ! Find out more
ARLP icon

Alliance Resource Partners
ARLP

126 hedge funds and large institutions have $726M invested in Alliance Resource Partners in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

546% more call options, than puts

Call options by funds: $70.1M | Put options by funds: $10.8M

46% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 28

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

2% more funds holding

Funds holding: 123 → 126 (+3)

2.37% more ownership

Funds ownership: 25.72% → 28.09% (+2.4%)

1% less capital invested

Capital invested by funds: $733M → $726M (-$6.97M)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
126
Holders Change
+3
Holders Change %
+2.44%
% of All Funds
2.03%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
26
Increased
41
Reduced
28
Closed
21
Calls
$70.1M
Puts
$10.8M
Net Calls
+$59.2M
Net Calls Change
+$21.2M

Top Buyers

1
N
Natixis
France
+$36.1M
2
MIAS
Mason Investment Advisory Services
Virginia
+$25.8M
3
Morgan Stanley
Morgan Stanley
New York
+$10.4M
4
Bank of America
Bank of America
North Carolina
+$6.76M
5
Citadel Advisors
Citadel Advisors
Florida
+$5.11M

Top Sellers

1
MG
Magnolia Group
Nebraska
-$6.99M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$5.62M
3
WMSA
Weiss Multi-Strategy Advisers
New York
-$3.22M
4
BCM
Bienville Capital Management
New York
-$2.89M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$2.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
GF
51
Gabelli Funds
New York
$837K – – –
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$788K +$878K +38,761 New
CIP
53
Cornerstone Investment Partners
Georgia
$755K -$24.9K -1,100 -3%
Osaic Holdings
54
Osaic Holdings
Arizona
$708K +$255K +11,251 +48%
CL
55
COWA LLC
Oklahoma
$682K – – –
CAN
56
Cetera Advisor Networks
California
$621K +$428K +18,883 +162%
CCA
57
Catalyst Capital Advisors
New York
$618K +$689K +30,400 New
SG Americas Securities
58
SG Americas Securities
New York
$598K -$526K -23,223 -44%
EIP
59
Energy Income Partners
Connecticut
$538K +$600K +26,481 New
Creative Planning
60
Creative Planning
Kansas
$502K +$68 +3 +0%
BF
61
BOK Financial
Oklahoma
$494K – – –
CCB
62
Cutter & Co Brokerage
Missouri
$463K – – –
RJFSA
63
Raymond James Financial Services Advisors
Florida
$456K +$161K +7,090 +46%
CTI
64
Community Trust & Investment
Kentucky
$427K – – –
Sumitomo Mitsui Trust Group
65
Sumitomo Mitsui Trust Group
Japan
$406K -$294K -13,000 -39%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$404K +$15.9K +700 +4%
IB
67
Intrust Bank
Kansas
$391K – – –
DF
68
Donoghue Forlines
Massachusetts
$373K +$416K +18,353 New
AWM
69
AE Wealth Management
Kansas
$347K +$386K +17,061 New
EA
70
Ellsworth Advisors
Ohio
$345K +$4.28K +189 +1%
BRWA
71
B. Riley Wealth Advisors
Florida
$345K +$384K +16,970 New
JWCA
72
J.W. Cole Advisors
Florida
$337K +$20.9K +923 +6%
LSAG
73
Lake Street Advisors Group
New Hampshire
$332K – – –
AIM
74
Axiom Investment Management
New York
$325K +$136K +6,000 +60%
SAG
75
SageView Advisory Group
California
$313K +$349K +15,422 New
1 2
3
4 5

ARLP Hedge Fund Activity: Q4 2022 in Review

126 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q4 2022, worth a combined $726M — down 0.95% from $733M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ARLP positions and 21 closed out — a net gain of 5 holders — while 41 added to existing stakes and 28 trimmed.

The largest buyer was Natixis, adding an estimated $36.1M. The largest seller was Magnolia Group, cutting an estimated $6.99M.

  • 126 institutional investors held Alliance Resource Partners (ARLP) as of Q4 2022, up from 123 in Q3 2022.
  • Funds reported $726M of Alliance Resource Partners stock for Q4 2022, down 0.95% quarter-over-quarter.
  • 26 funds opened new Alliance Resource Partners positions in Q4 2022 and 21 closed out, a net change of +5 holders.
  • The largest Alliance Resource Partners buyer in Q4 2022 was Natixis, an estimated $36.1M added.
  • The largest Alliance Resource Partners seller in Q4 2022 was Magnolia Group, an estimated $6.99M sold.

Based on aggregated 13F filings for Q4 2022.