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Alliance Resource Partners
ARLP

101 hedge funds and large institutions have $456M invested in Alliance Resource Partners in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $7.53M

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

23% more capital invested

Capital invested by funds: $370M → $456M (+$86.1M)

0.36% more ownership

Funds ownership: 23.03% → 23.39% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1% less funds holding

Funds holding: 102 → 101 (-1)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

Holders
101
Holders Change
-1
Holders Change %
-0.98%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
14
Increased
33
Reduced
21
Closed
15
Calls
$24.9M
Puts
$7.53M
Net Calls
+$17.4M
Net Calls Change
+$11.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$52.8M
2
JP Morgan Chase
JP Morgan Chase
New York
+$9.83M
3
BCM
Bienville Capital Management
New York
+$8.75M
4
Bank of America
Bank of America
North Carolina
+$5.31M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.52M

Top Sellers

1
SMA
Sage Mountain Advisors
Georgia
-$69.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.28M
3
COF
Capital One Financial
Virginia
-$2.09M
4
HF
HRT Financial
New York
-$1.61M
5
MVP
Miller Value Partners
Florida
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
76
IFP Advisors
Florida
$87K – – –
APA
77
American Portfolios Advisors
New York
$76.2K +$65.6K +4,637 +1,546%
US Bancorp
78
US Bancorp
Minnesota
$51K – – –
ME
79
McIlrath & Eck
Washington
$49K +$42.4K +3,000 +1,765%
PP
80
PFS Partners
New Jersey
$48.9K +$806 +57 +2%
CG
81
Cutler Group
California
$43K -$7.63K -540 -16%
BBHC
82
Brown Brothers Harriman & Co
New York
$34K – – –
HIM
83
Hillsdale Investment Management
Ontario, Canada
$30K +$424 +30 +2%
FMP
84
Financial Management Professionals
Texas
$27K – – –
TRCT
85
Tower Research Capital (TRC)
New York
$27K +$24.1K +1,704 New
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$23K – – –
CFGS
87
Concourse Financial Group Securities
Alabama
$23K +$21.2K +1,500 New
AIM
88
Anchor Investment Management
South Carolina
$21.6K – – –
UB
89
UMB Bank
Missouri
$17K – – –
NFSG
90
Newbridge Financial Services Group
Florida
$10K – – –
LF
91
Lee Financial
Texas
$9K – – –
PP
92
PrairieView Partners
Minnesota
$9K – – –
BA
93
Bivin & Associates
Oklahoma
$8K – – –
CTC
94
Central Trust Company
Missouri
$8K – – –
Citigroup
95
Citigroup
New York
$8K +$6.38K +451 +920%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$8K +$7.66K +542 New
CSB
97
City State Bank
Iowa
$5K – – –
IBOK
98
Independence Bank of Kentucky
Kentucky
$4K – – –
Koshinski Asset Management
99
Koshinski Asset Management
Illinois
$1.54K – – –
FGAM
100
Financial Gravity Asset Management
Texas
$1.05K +$424 +30 New
1 2 3
4
5

ARLP Hedge Fund Activity: Q1 2022 in Review

101 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q1 2022, worth a combined $456M — up 23% from $370M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of ARLP and 14 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 33 added.

The largest buyer was Morgan Stanley, adding an estimated $52.8M. The largest seller was Sage Mountain Advisors, exiting entirely with an estimated $69.4M sold.

  • 101 institutional investors held Alliance Resource Partners (ARLP) as of Q1 2022, down from 102 in Q4 2021.
  • Funds reported $456M of Alliance Resource Partners stock for Q1 2022, up 23% quarter-over-quarter.
  • 14 funds opened new Alliance Resource Partners positions in Q1 2022 and 15 closed out, a net change of -1 holder.
  • The largest Alliance Resource Partners buyer in Q1 2022 was Morgan Stanley, an estimated $52.8M added.
  • The largest Alliance Resource Partners seller in Q1 2022 was Sage Mountain Advisors, an estimated $69.4M sold.

Based on aggregated 13F filings for Q1 2022.