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Alliance Resource Partners

127 hedge funds and large institutions have $700M invested in Alliance Resource Partners in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 20 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 20

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

99% more capital invested

Capital invested by funds: $352M → $700M (+$348M)

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

6% more funds holding

Funds holding: 120127 (+7)

2.1% more ownership

Funds ownership: 15.25%17.34% (+2.1%)

25% less call options, than puts

Call options by funds: $5.14M | Put options by funds: $6.82M

Holders
127
Holders Change
+7
Holders Change %
+5.83%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
28
Increased
52
Reduced
20
Closed
21
Calls
$5.14M
Puts
$6.82M
Net Calls
-$1.68M
Net Calls Change
-$2.72M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
76
Advantage Investment Management
Iowa
$234K +$132K +7,334 +135%
QI
77
QS Investors
New York
$223K +$18.4K +1,024 +9%
AMIM
78
Aull & Monroe Investment Management
Alabama
$219K
AG
79
Advisor Group
Arizona
$210K +$114K +6,355 +126%
CIM
80
Chiron Investment Management
New York
$198K +$118K +6,576 +156%
LTFS
81
Ladenburg Thalmann Financial Services
Florida
$188K
HIM
82
Hillsdale Investment Management
Ontario, Canada
$181K +$171K +9,520 +2,720%
PFBT
83
Parkside Financial Bank & Trust
Missouri
$147K
MIFH
84
Migdal Insurance & Financial Holdings
Israel
$145K -$15.8K -878 -10%
IA
85
IFP Advisors
Florida
$125K -$81.6K -4,531 -40%
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$118K +$48.9K +2,717 +74%
US Bancorp
87
US Bancorp
Minnesota
$110K -$14.4K -800 -12%
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$87K -$81.9K -4,549 -49%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$85K +$17K +942 +25%
TRCT
90
Tower Research Capital (TRC)
New York
$83K +$81.6K +4,531 New
AIS
91
Accurate Investment Solutions
Pennsylvania
$59K
Simplex Trading
92
Simplex Trading
Illinois
$58K +$57.1K +3,172 New
HT
93
Heritage Trust
Oklahoma
$54K +$34.6K +1,921 +192%
LJHT
94
Laurie J. Hall Trustee
$49K +$47.9K +2,660 New
SEI Investments
95
SEI Investments
Pennsylvania
$43K -$7.78K -432 -16%
FMP
96
Financial Management Professionals
Texas
$33K
BC
97
Barnett & Company
Tennessee
$33K +$9.48K +526 +41%
QCIG
98
Quad-Cities Investment Group
Iowa
$29K +$28.2K +1,563 New
VFA
99
Valeo Financial Advisors
Indiana
$25K -$15.3K -850 -41%
OSNBOA
100
Old Second National Bank of Aurora
Illinois
$20K

ARLP Hedge Fund Activity: Q2 2018 in Review

127 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q2 2018, worth a combined $700M — up 99% from $352M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ARLP positions and 21 closed out — a net gain of 7 holders — while 52 added to existing stakes and 20 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $114M. The largest seller was Davidson Kempner Capital Management, exiting entirely with an estimated $27.3M sold.

  • 127 institutional investors held Alliance Resource Partners (ARLP) as of Q2 2018, up from 120 in Q1 2018.
  • Funds reported $700M of Alliance Resource Partners stock for Q2 2018, up 99% quarter-over-quarter.
  • 28 funds opened new Alliance Resource Partners positions in Q2 2018 and 21 closed out, a net change of +7 holders.
  • The largest Alliance Resource Partners buyer in Q2 2018 was Neuberger Berman Group, an estimated $114M added.
  • The largest Alliance Resource Partners seller in Q2 2018 was Davidson Kempner Capital Management, an estimated $27.3M sold.

Based on aggregated 13F filings for Q2 2018.