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Alliance Resource Partners
ARLP

99 hedge funds and large institutions have $253M invested in Alliance Resource Partners in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

59% more capital invested

Capital invested by funds: $160M → $253M (+$93.5M)

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

11% more funds holding

Funds holding: 89 → 99 (+10)

0.91% more ownership

Funds ownership: 17.43% → 18.34% (+0.91%)

8% less call options, than puts

Call options by funds: $10.6M | Put options by funds: $11.6M

Holders
99
Holders Change
+10
Holders Change %
+11.24%
% of All Funds
1.73%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
20
Increased
25
Reduced
18
Closed
7
Calls
$10.6M
Puts
$11.6M
Net Calls
-$979K
Net Calls Change
+$4.69M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$5.45M
2
JP Morgan Chase
JP Morgan Chase
New York
+$4.72M
3
PGCM
Prescott Group Capital Management
Oklahoma
+$2.55M
4
RIA
Recurrent Investment Advisors
Texas
+$1.98M
5
HF
HRT Financial
New York
+$1.78M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$10.6M
2
MLIM
Mountain Lake Investment Management
Florida
-$1.38M
3
First Manhattan
First Manhattan
New York
-$979K
4
RJA
Raymond James & Associates
Florida
-$545K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$492K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
76
Wells Fargo
California
$32K -$33.1K -3,975 -57%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$32K -$5K -600 -17%
HIM
78
Hillsdale Investment Management
Ontario, Canada
$29K – – –
TRCT
79
Tower Research Capital (TRC)
New York
$26K +$19.9K +2,382 New
FMP
80
Financial Management Professionals
Texas
$19K – – –
CG
81
Cutler Group
California
$18K -$48.2K -5,777 -77%
AIM
82
Anchor Investment Management
South Carolina
$15.2K – – –
CT
83
Caldwell Trust
Florida
$13K +$10K +1,200 New
SIS
84
Sound Income Strategies
Florida
$11K +$4.17K +500 +100%
AF
85
Advisornet Financial
Minnesota
$8K – – –
HI
86
Harbour Investments
Wisconsin
$7K – – –
LF
87
Lee Financial
Texas
$7K – – –
NFSG
88
Newbridge Financial Services Group
Florida
$7K – – –
PP
89
PrairieView Partners
Minnesota
$6K – – –
CTC
90
Central Trust Company
Missouri
$5K – – –
TWM
91
Tradition Wealth Management
Minnesota
$4K +$2.8K +336 New
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$4K +$3.33K +400 New
APA
93
American Portfolios Advisors
New York
$3.26K – – –
IBOK
94
Independence Bank of Kentucky
Kentucky
$3K – – –
LFG
95
Larson Financial Group
Missouri
$3K +$2.28K +273 New
RE
96
RBC Europe
United Kingdom
$2.3K – – –
ME
97
McIlrath & Eck
Washington
$2K – – –
Koshinski Asset Management
98
Koshinski Asset Management
Illinois
$1.09K +$834 +100 New
BBHC
99
Brown Brothers Harriman & Co
New York
$24 +$18.5K +2,217 New
II
100
Inspire Investing
Idaho
– -$263K -36,498 Closed
1 2 3
4
5

ARLP Hedge Fund Activity: Q3 2021 in Review

99 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q3 2021, worth a combined $253M — up 59% from $160M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ARLP positions and 7 closed out — a net gain of 13 holders — while 25 added to existing stakes and 18 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $5.45M. The largest seller was Morgan Stanley, cutting an estimated $10.6M.

  • 99 institutional investors held Alliance Resource Partners (ARLP) as of Q3 2021, up from 89 in Q2 2021.
  • Funds reported $253M of Alliance Resource Partners stock for Q3 2021, up 59% quarter-over-quarter.
  • 20 funds opened new Alliance Resource Partners positions in Q3 2021 and 7 closed out, a net change of +13 holders.
  • The largest Alliance Resource Partners buyer in Q3 2021 was Goldman Sachs, an estimated $5.45M added.
  • The largest Alliance Resource Partners seller in Q3 2021 was Morgan Stanley, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2021.