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Alliance Resource Partners
ARLP

139 hedge funds and large institutions have $475M invested in Alliance Resource Partners in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $22M | Put options by funds: $13.3M

58% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 33

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

1% more funds holding

Funds holding: 138 → 139 (+1)

1.01% less ownership

Funds ownership: 19.51% → 18.51% (-1%)

10% less capital invested

Capital invested by funds: $525M → $475M (-$50.2M)

Holders
139
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
2%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
22
Increased
52
Reduced
33
Closed
21
Calls
$22M
Puts
$13.3M
Net Calls
+$8.73M
Net Calls Change
-$28.7M

Top Buyers

1
RIA
Recurrent Investment Advisors
Texas
+$5.94M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.88M
3
MG
Magnolia Group
Nebraska
+$4.68M
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$3.62M
5
P3I
Progeny 3 Inc
Washington
+$2.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$35.3M
2
IG
ING Group
Netherlands
-$14.5M
3
JP Morgan Chase
JP Morgan Chase
New York
-$7.3M
4
Bank of America
Bank of America
North Carolina
-$6.56M
5
HighTower Advisors
HighTower Advisors
Illinois
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
51
HRT Financial
New York
$765K -$1.39M -68,380 -64%
Creative Planning
52
Creative Planning
Kansas
$762K -$87K -4,271 -10%
Wolverine Trading
53
Wolverine Trading
Illinois
$756K +$508K +24,930 +195%
TI
54
Tidal Investments
Wisconsin
$730K -$40K -1,965 -5%
GF
55
Gabelli Funds
New York
$726K – – –
Wells Fargo
56
Wells Fargo
California
$715K +$320K +15,713 +79%
NIM
57
NXG Investment Management
Texas
$702K -$326K -16,000 -31%
BF
58
BOK Financial
Oklahoma
$694K +$2.44K +120 +0.3%
CL
59
COWA LLC
Oklahoma
$673K – – –
RJA
60
Raymond James & Associates
Florida
$651K +$17.2K +842 +3%
CAN
61
Cetera Advisor Networks
California
$603K -$38.9K -1,911 -6%
EM
62
ELCO Management
New York
$590K +$46.9K +2,302 +8%
Citigroup
63
Citigroup
New York
$587K +$202K +9,909 +51%
Cohen & Steers
64
Cohen & Steers
New York
$575K -$737K -36,183 -56%
IB
65
Intrust Bank
Kansas
$543K – – –
State of Tennessee, Department of Treasury
66
State of Tennessee, Department of Treasury
Tennessee
$540K +$96.2K +4,723 +21%
JIP
67
Jaffetilchin Investment Partners
Florida
$527K +$4.28K +210 +0.8%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$512K -$1.19M -58,179 -69%
AFG
69
American Financial Group
Ohio
$511K +$10.2K +500 +2%
CTI
70
Community Trust & Investment
Kentucky
$421K – – –
CCB
71
Cutter & Co Brokerage
Missouri
$404K – – –
JWCA
72
J.W. Cole Advisors
Florida
$403K +$63.8K +3,131 +18%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$403K +$7.03K +345 +2%
MFFIA
74
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$401K – – –
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$401K – – –
1 2
3
4 5

ARLP Hedge Fund Activity: Q1 2024 in Review

139 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q1 2024, worth a combined $475M — down 9.5% from $525M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ARLP positions and 21 closed out — a net gain of 1 holder — while 52 added to existing stakes and 33 trimmed.

The largest buyer was Recurrent Investment Advisors, adding an estimated $5.94M. The largest seller was Morgan Stanley, cutting an estimated $35.3M.

  • 139 institutional investors held Alliance Resource Partners (ARLP) as of Q1 2024, up from 138 in Q4 2023.
  • Funds reported $475M of Alliance Resource Partners stock for Q1 2024, down 9.5% quarter-over-quarter.
  • 22 funds opened new Alliance Resource Partners positions in Q1 2024 and 21 closed out, a net change of +1 holder.
  • The largest Alliance Resource Partners buyer in Q1 2024 was Recurrent Investment Advisors, an estimated $5.94M added.
  • The largest Alliance Resource Partners seller in Q1 2024 was Morgan Stanley, an estimated $35.3M sold.

Based on aggregated 13F filings for Q1 2024.