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Alliance Resource Partners
ARLP

139 hedge funds and large institutions have $475M invested in Alliance Resource Partners in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $22M | Put options by funds: $13.3M

58% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 33

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

1% more funds holding

Funds holding: 138 → 139 (+1)

1.01% less ownership

Funds ownership: 19.51% → 18.51% (-1%)

10% less capital invested

Capital invested by funds: $525M → $475M (-$50.2M)

Holders
139
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
2%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
22
Increased
52
Reduced
33
Closed
21
Calls
$22M
Puts
$13.3M
Net Calls
+$8.73M
Net Calls Change
-$28.7M

Top Buyers

1
RIA
Recurrent Investment Advisors
Texas
+$5.94M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.88M
3
MG
Magnolia Group
Nebraska
+$4.68M
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$3.62M
5
P3I
Progeny 3 Inc
Washington
+$2.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$35.3M
2
IG
ING Group
Netherlands
-$14.5M
3
JP Morgan Chase
JP Morgan Chase
New York
-$7.3M
4
Bank of America
Bank of America
North Carolina
-$6.56M
5
HighTower Advisors
HighTower Advisors
Illinois
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
Sumitomo Mitsui Trust Group
76
Sumitomo Mitsui Trust Group
Japan
$401K – – –
BRWA
77
B. Riley Wealth Advisors
Florida
$362K -$121K -5,943 -27%
BWM
78
BCS Wealth Management
Tennessee
$359K +$41.9K +2,058 +13%
DADC
79
D.A. Davidson & Co
Montana
$332K -$40.4K -1,985 -11%
KPWS
80
Kestra Private Wealth Services
Texas
$325K +$330K +16,211 New
TNA
81
True North Advisors
Texas
$325K +$330K +16,188 New
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$307K +$13.7K +671 +5%
CCM
83
Crew Capital Management
Ohio
$307K +$312K +15,298 New
Neuberger Berman Group
84
Neuberger Berman Group
New York
$300K – – –
AAS
85
Avantax Advisory Services
Texas
$293K +$6.38K +313 +2%
VA
86
Vident Advisory
Georgia
$290K +$95K +4,662 +47%
ACM
87
Andina Capital Management
Utah
$278K +$283K +13,889 New
XT
88
XTX Topco
Cayman Islands
$267K +$271K +13,317 New
IC
89
Inscription Capital
Texas
$262K +$266K +13,052 New
JF
90
Jump Financial
Illinois
$258K -$308K -15,120 -54%
AC
91
Aristides Capital
Kentucky
$254K +$258K +12,684 New
TYCC
92
Texas Yale Capital Corp
Florida
$254K +$20.4K +1,000 +9%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$244K -$150K -7,373 -38%
DA
94
Doliver Advisors
Texas
$241K – – –
HR
95
Howe & Rusling
New York
$241K – – –
FFBTD
96
First Financial Bank - Trust Division
Ohio
$233K +$237K +11,620 New
AMIM
97
Aull & Monroe Investment Management
Alabama
$215K – – –
Ameriprise
98
Ameriprise
Minnesota
$215K +$20.4K +1,001 +10%
CCA
99
Cadent Capital Advisors
Oklahoma
$213K +$216K +10,622 New
AWM
100
Axxcess Wealth Management
California
$209K +$212K +10,400 New
2 3
4
5 6

ARLP Hedge Fund Activity: Q1 2024 in Review

139 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q1 2024, worth a combined $475M — down 9.5% from $525M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ARLP positions and 21 closed out — a net gain of 1 holder — while 52 added to existing stakes and 33 trimmed.

The largest buyer was Recurrent Investment Advisors, adding an estimated $5.94M. The largest seller was Morgan Stanley, cutting an estimated $35.3M.

  • 139 institutional investors held Alliance Resource Partners (ARLP) as of Q1 2024, up from 138 in Q4 2023.
  • Funds reported $475M of Alliance Resource Partners stock for Q1 2024, down 9.5% quarter-over-quarter.
  • 22 funds opened new Alliance Resource Partners positions in Q1 2024 and 21 closed out, a net change of +1 holder.
  • The largest Alliance Resource Partners buyer in Q1 2024 was Recurrent Investment Advisors, an estimated $5.94M added.
  • The largest Alliance Resource Partners seller in Q1 2024 was Morgan Stanley, an estimated $35.3M sold.

Based on aggregated 13F filings for Q1 2024.