We are live on ! Find out more
ARLP icon

Alliance Resource Partners

117 hedge funds and large institutions have $305M invested in Alliance Resource Partners in 2015 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $3.32M | Put options by funds: $1.73M

6% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 36

10% less funds holding

Funds holding: 130117 (-13)

34% less capital invested

Capital invested by funds: $460M → $305M (-$155M)

36% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 36

Holders
117
Holders Change
-13
Holders Change %
-10%
% of All Funds
3.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
34
Reduced
36
Closed
36
Calls
$3.32M
Puts
$1.73M
Net Calls
+$1.59M
Net Calls Change
-$59M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
101
Allegis Investment Advisors
Idaho
$13K +$17.3K +930 New
WTC
102
WhitTier Trust Company
Nevada
$12K
CTC
103
Central Trust Company
Missouri
$11K
Simplex Trading
104
Simplex Trading
Illinois
$10K +$13.6K +731 +3,323%
AIM
105
Advantage Investment Management
Iowa
$9K
KTC
106
Kistler-Tiffany Companies
Pennsylvania
$8K
RFA
107
Reilly Financial Advisors
California
$8K
WAM
108
Wealthspire Advisors (Maryland)
Maryland
$8K +$11.1K +600 New
PSI
109
Pinnacle Summer Investments
Virginia
$7K +$278 +15 +3%
AWMS
110
Advocacy Wealth Management Services
Georgia
$7K +$9.28K +500 New
HNB
111
Huntington National Bank
Ohio
$7K +$9.28K +500 New
CCS
112
Crosspoint Capital Strategies
California
$6K +$2.45K +132 New
WEC
113
Winslow Evans & Crocker
Massachusetts
$5.4K
CFN
114
Cordasco Financial Network
Florida
$5K -$7.61K -410 -52%
GI
115
Gradient Investments
Minnesota
$5K
KM
116
Kalos Management
Georgia
$4K
SIM
117
Sonora Investment Management
Arizona
$3K
USGIU
118
U.S. Global Investors (USGI)
Texas
$3K
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27
Schroder Investment Management Group
120
Schroder Investment Management Group
United Kingdom
-$8.07M -362,360 Closed
IA
121
Icon Advisers
Colorado
-$6.33M -284,200 Closed
RFC
122
Russell Frank Company
Washington
-$3.6M -161,653 Closed
SFA
123
Staton Financial Advisors
North Carolina
-$2.87M -128,801 Closed
VanEck Associates
124
VanEck Associates
New York
-$2.4M -107,633 Closed
CCM
125
Copeland Capital Management
Pennsylvania
-$2.2M -98,932 Closed

ARLP Hedge Fund Activity: Q4 2015 in Review

117 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q4 2015, worth a combined $305M — down 34% from $460M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of ARLP and 23 opened new positions — a net loss of 13 holders — while 36 trimmed existing stakes and 34 added.

The largest buyer was Deutsche Bank, adding an estimated $10.9M. The largest seller was Barclays, cutting an estimated $16.3M.

  • 117 institutional investors held Alliance Resource Partners (ARLP) as of Q4 2015, down from 130 in Q3 2015.
  • Funds reported $305M of Alliance Resource Partners stock for Q4 2015, down 34% quarter-over-quarter.
  • 23 funds opened new Alliance Resource Partners positions in Q4 2015 and 36 closed out, a net change of -13 holders.
  • The largest Alliance Resource Partners buyer in Q4 2015 was Deutsche Bank, an estimated $10.9M added.
  • The largest Alliance Resource Partners seller in Q4 2015 was Barclays, an estimated $16.3M sold.

Based on aggregated 13F filings for Q4 2015.