Alliance Resource Partners
ARLP
145 hedge funds and large institutions have $881M invested in Alliance Resource Partners in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 46 reducing their positions, and 8 closing their positions.
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
16% more capital invested
Capital invested by funds: $760M → $881M (+$122M)
4% more funds holding
Funds holding: 139 → 145 (+6)
4% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 46
7% less call options, than puts
Call options by funds: $7.37M | Put options by funds: $7.89M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$45.7M |
| 2 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
+$24.2M |
| 3 |
Goldman Sachs
New York
|
+$11M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$10.1M |
| 5 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$4.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IG
ING Group
Amsterdam,
Netherlands
|
-$8.7M |
| 2 |
HCM
Hamlin Capital Management
New York
|
-$6.45M |
| 3 |
EAM
Edge Asset Management
Seattle,
Washington
|
-$5.65M |
| 4 |
Morgan Stanley
New York
|
-$4.29M |
| 5 |
AAA
Adams Asset Advisors
Dallas,
Texas
|
-$3.92M |
ARLP Hedge Fund Activity: Q1 2014 in Review
145 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q1 2014, worth a combined $881M — up 16% from $760M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new ARLP positions and 8 closed out — a net gain of 6 holders — while 44 added to existing stakes and 46 trimmed.
The largest buyer was First Trust Advisors, opening a new position worth an estimated $45.7M. The largest seller was ING Group, exiting entirely with an estimated $8.7M sold.
- 145 institutional investors held Alliance Resource Partners (ARLP) as of Q1 2014, up from 139 in Q4 2013.
- Funds reported $881M of Alliance Resource Partners stock for Q1 2014, up 16% quarter-over-quarter.
- 14 funds opened new Alliance Resource Partners positions in Q1 2014 and 8 closed out, a net change of +6 holders.
- The largest Alliance Resource Partners buyer in Q1 2014 was First Trust Advisors, an estimated $45.7M added.
- The largest Alliance Resource Partners seller in Q1 2014 was ING Group, an estimated $8.7M sold.
Based on aggregated 13F filings for Q1 2014.