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Alliance Resource Partners

143 hedge funds and large institutions have $771M invested in Alliance Resource Partners in 2013 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

12% more capital invested

Capital invested by funds: $686M → $771M (+$84.5M)

4% more funds holding

Funds holding: 138143 (+5)

3% more call options, than puts

Call options by funds: $8.52M | Put options by funds: $8.28M

33% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 51

Holders
143
Holders Change
+5
Holders Change %
+3.62%
% of All Funds
4.64%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
18
Increased
34
Reduced
51
Closed
12
Calls
$8.52M
Puts
$8.28M
Net Calls
+$237K
Net Calls Change
+$4.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$502K +$316K +8,392 +163%
LIM
77
Leavell Investment Management
Alabama
$497K
HFS
78
HL Financial Services
Kentucky
$495K +$502K +13,352 New
AIG
79
American International Group
New York
$489K -$30.4K -808 -6%
RHJA
80
Rice Hall James & Associates
California
$489K
LPL Financial
81
LPL Financial
California
$467K -$172K -4,570 -27%
MA
82
MCF Advisors
Kentucky
$464K +$30.3K +806 +8%
NCCM
83
Nine Chapters Capital Management
New Jersey
$460K +$466K +12,400 New
Axa
84
Axa
France
$445K +$451K +12,000 New
MFBTD
85
MB Financial Bank - Trust Department
Illinois
$423K
VKH
86
Virtu KCG Holdings
New York
$422K +$430K +11,440 New
IB
87
Intrust Bank
Kansas
$419K
LTFS
88
Ladenburg Thalmann Financial Services
Florida
$415K -$19.2K -510 -4%
Geode Capital Management
89
Geode Capital Management
Massachusetts
$410K +$14.4K +384 +4%
HIM
90
Hillsdale Investment Management
Ontario, Canada
$396K +$402K +10,680 New
DAC
91
Dividend Assets Capital
South Carolina
$377K -$14.7K -392 -4%
AI
92
ArchPoint Investors
Florida
$352K -$3.39K -90 -0.9%
SF
93
Sarofim Fayez
Texas
$326K +$331K +8,800 New
SB
94
Suntrust Banks
Georgia
$324K
FAAS
95
First Allied Advisory Services
California
$312K -$256K -6,800 -45%
GVT
96
Genesee Valley Trust
New York
$297K
PCMK
97
Paragon Capital Management (Kansas)
Kansas
$296K
RIG
98
Roosevelt Investment Group
New York
$296K
CG
99
Clinton Group
New York
$281K -$255K -6,766 -47%
ZIM
100
Zacks Investment Management
Illinois
$259K +$42.8K +1,138 +19%

ARLP Hedge Fund Activity: Q3 2013 in Review

143 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q3 2013, worth a combined $771M — up 12% from $686M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ARLP positions and 12 closed out — a net gain of 6 holders — while 34 added to existing stakes and 51 trimmed.

The largest buyer was Edge Asset Management, adding an estimated $14.1M. The largest seller was Energy Income Partners, cutting an estimated $4.39M.

  • 143 institutional investors held Alliance Resource Partners (ARLP) as of Q3 2013, up from 138 in Q2 2013.
  • Funds reported $771M of Alliance Resource Partners stock for Q3 2013, up 12% quarter-over-quarter.
  • 18 funds opened new Alliance Resource Partners positions in Q3 2013 and 12 closed out, a net change of +6 holders.
  • The largest Alliance Resource Partners buyer in Q3 2013 was Edge Asset Management, an estimated $14.1M added.
  • The largest Alliance Resource Partners seller in Q3 2013 was Energy Income Partners, an estimated $4.39M sold.

Based on aggregated 13F filings for Q3 2013.