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Alliance Resource Partners

141 hedge funds and large institutions have $514M invested in Alliance Resource Partners in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

379% more call options, than puts

Call options by funds: $58.7M | Put options by funds: $12.2M

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

10% more funds holding

Funds holding: 128141 (+13)

6% more capital invested

Capital invested by funds: $484M → $514M (+$29.4M)

3% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 40

2.65% less ownership

Funds ownership: 20.59%17.94% (-2.7%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
141
Holders Change
+13
Holders Change %
+10.16%
% of All Funds
2.24%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
28
Increased
39
Reduced
40
Closed
15
Calls
$58.7M
Puts
$12.2M
Net Calls
+$46.4M
Net Calls Change
+$9.11M
Name Holding Trade Value Shares
Change
Change in
Stake
MFFIA
76
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$451K +$399K +20,000 New
Citigroup
77
Citigroup
New York
$444K +$393K +19,711 New
F1I
78
Fund 1 Investments
Puerto Rico
$396K +$351K +17,587 New
AA
79
ALPS Advisors
Colorado
$383K +$339K +17,000 New
JWCA
80
J.W. Cole Advisors
Florida
$380K +$4.96K +249 +1%
SSG
81
Summit Securities Group
New York
$376K +$142K +7,100 +74%
GRP
82
Global Retirement Partners
California
$376K +$337K +16,894 +3,763%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$365K +$34.6K +1,736 +12%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$365K +$159K +7,966 +97%
TNA
85
True North Advisors
Texas
$364K +$120 +6 +0%
BRWA
86
B. Riley Wealth Advisors
Florida
$362K -$134K -6,720 -29%
DF
87
Donoghue Forlines
Massachusetts
$341K +$302K +15,125 New
Neuberger Berman Group
88
Neuberger Berman Group
New York
$337K
DA
89
Doliver Advisors
Texas
$270K
HR
90
Howe & Rusling
New York
$270K
AGP
91
Autumn Glory Partners
Texas
$270K +$239K +12,000 New
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$265K -$34.2K -1,715 -13%
TYCC
93
Texas Yale Capital Corp
Florida
$263K
SWM
94
SeaCrest Wealth Management
New York
$248K +$219K +11,006 New
GI
95
GAMCO Investors
Connecticut
$248K +$219K +11,000 New
GS
96
GTS Securities
New York
$242K +$214K +10,720 New
AMIM
97
Aull & Monroe Investment Management
Alabama
$241K
SAG
98
SageView Advisory Group
California
$229K -$118K -5,917 -37%
RFA
99
Resurgent Financial Advisors
Georgia
$225K -$1.85K -93 -0.9%
SB
100
Simmons Bank
Arkansas
$225K

ARLP Hedge Fund Activity: Q3 2023 in Review

141 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q3 2023, worth a combined $514M — up 6.1% from $484M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ARLP positions and 15 closed out — a net gain of 13 holders — while 39 added to existing stakes and 40 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $9.29M. The largest seller was Morgan Stanley, cutting an estimated $36.3M.

  • 141 institutional investors held Alliance Resource Partners (ARLP) as of Q3 2023, up from 128 in Q2 2023.
  • Funds reported $514M of Alliance Resource Partners stock for Q3 2023, up 6.1% quarter-over-quarter.
  • 28 funds opened new Alliance Resource Partners positions in Q3 2023 and 15 closed out, a net change of +13 holders.
  • The largest Alliance Resource Partners buyer in Q3 2023 was Goldman Sachs, an estimated $9.29M added.
  • The largest Alliance Resource Partners seller in Q3 2023 was Morgan Stanley, an estimated $36.3M sold.

Based on aggregated 13F filings for Q3 2023.