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Alliance Resource Partners
ARLP

130 hedge funds and large institutions have $460M invested in Alliance Resource Partners in 2015 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,355% more call options, than puts

Call options by funds: $65M | Put options by funds: $4.47M

4% less funds holding

Funds holding: 136 → 130 (-6)

12% less capital invested

Capital invested by funds: $520M → $460M (-$60.7M)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

37% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 49

Holders
130
Holders Change
-6
Holders Change %
-4.41%
% of All Funds
3.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
31
Reduced
49
Closed
19
Calls
$65M
Puts
$4.47M
Net Calls
+$60.6M
Net Calls Change
-$12.4M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$31.5M
2
Barclays
Barclays
United Kingdom
+$20.8M
3
EIP
Energy Income Partners
Connecticut
+$4.93M
4
First Manhattan
First Manhattan
New York
+$4.78M
5
IA
Icon Advisers
Colorado
+$4.5M

Top Sellers

Rank Fund Capital Flow
1
O
OppenheimerFunds
New York
-$14.6M
2
Deutsche Bank
Deutsche Bank
Germany
-$10.8M
3
Renaissance Technologies
Renaissance Technologies
New York
-$9.68M
4
AR
Advisory Research
Illinois
-$6.15M
5
JP Morgan Chase
JP Morgan Chase
New York
-$5.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
101
Citadel Advisors
Florida
$40K +$43.4K +1,778 New
BC
102
Brookfield Corp
Ontario, Canada
$39K +$42.7K +1,750 New
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$38K +$41.9K +1,715 New
ARMC
104
American Research & Management Company
Massachusetts
$33K -$4.88K -200 -12%
NFG
105
Next Financial Group
Texas
$31K – – –
BCM
106
Brookstone Capital Management
Illinois
$24K – – –
FAM
107
Formidable Asset Management
Ohio
$24K +$26.9K +1,100 New
MFS
108
MSI Financial Services
Massachusetts
$23K – – –
JWA
109
JFS Wealth Advisors
Pennsylvania
$22K – – –
WTC
110
WhitTier Trust Company
Nevada
$20K – – –
CTC
111
Central Trust Company
Missouri
$18K – – –
CFN
112
Cordasco Financial Network
Florida
$18K – – –
EWM
113
Evercore Wealth Management
New York
$18K – – –
DVM
114
Dreman Value Management
Florida
$15K +$16.7K +683 New
AIM
115
Advantage Investment Management
Iowa
$14K – – –
RFA
116
Reilly Financial Advisors
California
$14K – – –
PG
117
Patten Group
Tennessee
$13.4K – – –
KTC
118
Kistler-Tiffany Companies
Pennsylvania
$13K +$4.25K +174 +44%
FMII
119
Farmers & Merchants Investments Inc
Nebraska
$12K – – –
PSI
120
Pinnacle Summer Investments
Virginia
$11K +$317 +13 +3%
HIM
121
Hillsdale Investment Management
Ontario, Canada
$9K -$493K -20,200 -98%
GI
122
Gradient Investments
Minnesota
$9K -$1.22K -50 -11%
FNBSF
123
First National Bank Sioux Falls
South Dakota
$9K – – –
WEC
124
Winslow Evans & Crocker
Massachusetts
$8.9K – – –
ASN
125
Advisory Services Network
Georgia
$7K -$2.44K -100 -25%
2 3 4
5
6

ARLP Hedge Fund Activity: Q3 2015 in Review

130 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q3 2015, worth a combined $460M — down 12% from $520M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of ARLP and 15 opened new positions — a net loss of 4 holders — while 49 trimmed existing stakes and 31 added.

The largest buyer was Goldman Sachs, adding an estimated $31.5M. The largest seller was OppenheimerFunds, exiting entirely with an estimated $14.6M sold.

  • 130 institutional investors held Alliance Resource Partners (ARLP) as of Q3 2015, down from 136 in Q2 2015.
  • Funds reported $460M of Alliance Resource Partners stock for Q3 2015, down 12% quarter-over-quarter.
  • 15 funds opened new Alliance Resource Partners positions in Q3 2015 and 19 closed out, a net change of -4 holders.
  • The largest Alliance Resource Partners buyer in Q3 2015 was Goldman Sachs, an estimated $31.5M added.
  • The largest Alliance Resource Partners seller in Q3 2015 was OppenheimerFunds, an estimated $14.6M sold.

Based on aggregated 13F filings for Q3 2015.