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Alliance Resource Partners
ARLP

91 hedge funds and large institutions have $108M invested in Alliance Resource Partners in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more capital invested

Capital invested by funds: $43M → $108M (+$64.7M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

6.69% more ownership

Funds ownership: 12.2% → 18.88% (+6.7%)

0% more funds holding

Funds holding: 91 → 91 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

52% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 31

65% less call options, than puts

Call options by funds: $2.32M | Put options by funds: $6.68M

Holders
91
Holders Change
–
Holders Change %
0%
% of All Funds
1.61%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
17
Increased
15
Reduced
31
Closed
17
Calls
$2.32M
Puts
$6.68M
Net Calls
-$4.36M
Net Calls Change
-$2.58M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$10.8M
2
MVP
Miller Value Partners
Florida
+$1.05M
3
Citadel Advisors
Citadel Advisors
Florida
+$849K
4
KeyBank National Association
KeyBank National Association
Ohio
+$766K
5
First Manhattan
First Manhattan
New York
+$294K

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$784K
2
SFI
Susquehanna Fundamental Investments
Pennsylvania
-$502K
3
Walleye Capital
Walleye Capital
New York
-$311K
4
ECG
Edge Capital Group
Georgia
-$253K
5
PGCM
Prescott Group Capital Management
Oklahoma
-$242K
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
76
Barnett & Company
Tennessee
$8K – – –
FMP
77
Financial Management Professionals
Texas
$8K – – –
JP Morgan Chase
78
JP Morgan Chase
New York
$6K -$6.41K -1,675 -57%
VFA
79
Valeo Financial Advisors
Indiana
$5K – – –
FHC
80
First Horizon Corporation
Tennessee
$4K – – –
AF
81
Advisornet Financial
Minnesota
$3K – – –
LF
82
Lee Financial
Texas
$3K – – –
PP
83
PrairieView Partners
Minnesota
$3K – – –
CTC
84
Central Trust Company
Missouri
$2K – – –
WEC
85
Winslow Evans & Crocker
Massachusetts
$2K – – –
FP
86
Fiduciary Planning
Florida
$1K – – –
IBOK
87
Independence Bank of Kentucky
Kentucky
$1K – – –
ME
88
McIlrath & Eck
Washington
$1K – – –
PS
89
Planned Solutions
California
$1K – – –
TRCT
90
Tower Research Capital (TRC)
New York
$1K +$524 +137 New
RE
91
RBC Europe
United Kingdom
$950 – – –
APA
92
American Portfolios Advisors
New York
$215 -$1.19K -310 -87%
Walleye Capital
93
Walleye Capital
New York
– -$311K -112,236 Closed
Walleye Trading
94
Walleye Trading
New York
– -$166K -59,830 Closed
VFP
95
Verus Financial Partners
Virginia
– -$139K -50,044 Closed
Mirae Asset Global Investments
96
Mirae Asset Global Investments
South Korea
– -$91K -32,790 Closed
CM
97
CoreCommodity Management
Connecticut
– -$88K -31,847 Closed
JCM
98
JS Capital Management
New York
– -$60K -21,800 Closed
LFAS
99
Level Four Advisory Services
Texas
– -$54K -19,460 Closed
SBIA
100
Sheaff Brock Investment Advisors
Indiana
– -$44K -16,000 Closed
1 2 3
4
5

ARLP Hedge Fund Activity: Q4 2020 in Review

91 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q4 2020, worth a combined $108M — up 151% from $43M a quarter earlier.

Fund positioning in ARLP was balanced in Q4 2020: 17 funds opened new positions, 17 closed out, 15 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.8M. The largest seller was Neuberger Berman Group, cutting an estimated $784K.

  • 91 institutional investors held Alliance Resource Partners (ARLP) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $108M of Alliance Resource Partners stock for Q4 2020, up 151% quarter-over-quarter.
  • 17 funds opened new Alliance Resource Partners positions in Q4 2020 and 17 closed out, a net change of 0 holders.
  • The largest Alliance Resource Partners buyer in Q4 2020 was Morgan Stanley, an estimated $10.8M added.
  • The largest Alliance Resource Partners seller in Q4 2020 was Neuberger Berman Group, an estimated $784K sold.

Based on aggregated 13F filings for Q4 2020.