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Alliance Resource Partners

128 hedge funds and large institutions have $484M invested in Alliance Resource Partners in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

374% more call options, than puts

Call options by funds: $47.3M | Put options by funds: $9.98M

80% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 25

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

3% more funds holding

Funds holding: 124128 (+4)

3.2% less ownership

Funds ownership: 23.79%20.59% (-3.2%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

21% less capital invested

Capital invested by funds: $610M → $484M (-$126M)

Holders
128
Holders Change
+4
Holders Change %
+3.23%
% of All Funds
2.01%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
23
Increased
45
Reduced
25
Closed
18
Calls
$47.3M
Puts
$9.98M
Net Calls
+$37.3M
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
76
SageView Advisory Group
California
$297K +$6.83K +356 +2%
AFG
77
American Financial Group
Ohio
$296K +$307K +16,000 New
DCM
78
Difesa Capital Management
New York
$281K +$292K +15,200 New
Neuberger Berman Group
79
Neuberger Berman Group
New York
$277K +$7.08K +369 +3%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$267K +$2.26K +118 +0.8%
JIP
81
Jaffetilchin Investment Partners
Florida
$265K +$275K +14,339 New
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$249K +$23.7K +1,233 +10%
AAS
83
Avantax Advisory Services
Texas
$241K -$36.5K -1,905 -13%
HR
84
Howe & Rusling
New York
$222K
DA
85
Doliver Advisors
Texas
$222K +$230K +12,000 New
TYCC
86
Texas Yale Capital Corp
Florida
$216K
GCP
87
GSA Capital Partners
United Kingdom
$207K +$215K +11,187 New
Mariner
88
Mariner
Kansas
$200K +$6.66K +347 +3%
AMIM
89
Aull & Monroe Investment Management
Alabama
$198K
RFA
90
Resurgent Financial Advisors
Georgia
$187K
SB
91
Simmons Bank
Arkansas
$185K
SSG
92
Summit Securities Group
New York
$178K -$5.75K -300 -3%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$152K +$13.1K +683 +9%
Barclays
94
Barclays
United Kingdom
$102K +$84.6K +4,413 +407%
IA
95
IFP Advisors
Florida
$82.6K
TRCT
96
Tower Research Capital (TRC)
New York
$76.7K +$41.3K +2,152 +108%
PP
97
PFS Partners
New Jersey
$66.7K +$2.53K +132 +4%
VI
98
Vestcor Inc
New Brunswick, Canada
$63K
BTI
99
Blue Trust Inc
Georgia
$61K
AF
100
Allworth Financial
California
$57.1K +$59.2K +3,086 New

ARLP Hedge Fund Activity: Q2 2023 in Review

128 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q2 2023, worth a combined $484M — down 21% from $610M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ARLP positions and 18 closed out — a net gain of 5 holders — while 45 added to existing stakes and 25 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $5.35M. The largest seller was Morgan Stanley, cutting an estimated $53.7M.

  • 128 institutional investors held Alliance Resource Partners (ARLP) as of Q2 2023, up from 124 in Q1 2023.
  • Funds reported $484M of Alliance Resource Partners stock for Q2 2023, down 21% quarter-over-quarter.
  • 23 funds opened new Alliance Resource Partners positions in Q2 2023 and 18 closed out, a net change of +5 holders.
  • The largest Alliance Resource Partners buyer in Q2 2023 was BNP Paribas Financial Markets, an estimated $5.35M added.
  • The largest Alliance Resource Partners seller in Q2 2023 was Morgan Stanley, an estimated $53.7M sold.

Based on aggregated 13F filings for Q2 2023.