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Alliance Resource Partners
ARLP

118 hedge funds and large institutions have $370M invested in Alliance Resource Partners in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 25 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

10% more funds holding

Funds holding: 107 → 118 (+11)

3% more call options, than puts

Call options by funds: $3.15M | Put options by funds: $3.04M

2% more capital invested

Capital invested by funds: $364M → $370M (+$5.95M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.05% less ownership

Funds ownership: 14.44% → 14.39% (-0.05%)

34% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 38

Holders
118
Holders Change
+11
Holders Change %
+10.28%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
25
Reduced
38
Closed
18
Calls
$3.15M
Puts
$3.04M
Net Calls
+$105K
Net Calls Change
+$199K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$10.9M
2
GC
Guggenheim Capital
Illinois
+$3.5M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$3.45M
4
Deutsche Bank
Deutsche Bank
Germany
+$2.21M
5
NI
NFC Investments
Tennessee
+$2.07M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$6.35M
2
EIP
Energy Income Partners
Connecticut
-$4.82M
3
MG
Magnolia Group
Nebraska
-$4.29M
4
Citigroup
Citigroup
New York
-$3.83M
5
UBS Group
UBS Group
Switzerland
-$3.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
101
SeaCrest Wealth Management
New York
$14K +$13.8K +720 New
RFA
102
Reilly Financial Advisors
California
$12K – – –
CTC
103
Central Trust Company
Missouri
$10K – – –
SWP
104
Stratos Wealth Partners
Ohio
$10K +$9.57K +500 New
CG
105
Cutler Group
California
$9K +$9.26K +484 New
FANJ
106
Financial Architects (New Jersey)
New Jersey
$8K -$383 -20 -5%
WEC
107
Winslow Evans & Crocker
Massachusetts
$7.88K – – –
KJWM
108
Kiley Juergens Wealth Management
Washington
$7K +$7.66K +400 New
PCP
109
Proficio Capital Partners
Massachusetts
$6K – – –
AIM
110
Anchor Investment Management
South Carolina
$5.91K – – –
RE
111
RBC Europe
United Kingdom
$4.18K – – –
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
CFN
113
Cordasco Financial Network
Florida
$4K – – –
FWM
114
Focused Wealth Management
New York
$4K – – –
ME
115
McIlrath & Eck
Washington
$3K +$3.25K +170 New
TCOV
116
Trust Company of Vermont
Vermont
$2K – – –
SWP
117
Strategic Wealth Partners
Ohio
$1K +$766 +40 New
RWA
118
Ropes Wealth Advisors
Massachusetts
$1K +$1.24K +65 New
APA
119
American Portfolios Advisors
New York
$946 +$919 +48 New
IG
120
ING Group
Netherlands
– -$1.94M -100,000 Closed
MWNA
121
Marshall Wace North America
New York
– -$1.07M -56,390 Closed
BF
122
BOK Financial
Oklahoma
– -$811K -41,890 Closed
ICOA
123
Investment Centers of America
North Dakota
– -$714K -36,589 Closed
Balyasny Asset Management
124
Balyasny Asset Management
Illinois
– -$443K -22,886 Closed
AG
125
Algert Global
California
– -$374K -19,309 Closed
2 3 4
5
6

ARLP Hedge Fund Activity: Q4 2017 in Review

118 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q4 2017, worth a combined $370M — up 1.6% from $364M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ARLP positions and 18 closed out — a net gain of 12 holders — while 25 added to existing stakes and 38 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.9M. The largest seller was Acadian Asset Management, cutting an estimated $6.35M.

  • 118 institutional investors held Alliance Resource Partners (ARLP) as of Q4 2017, up from 107 in Q3 2017.
  • Funds reported $370M of Alliance Resource Partners stock for Q4 2017, up 1.6% quarter-over-quarter.
  • 30 funds opened new Alliance Resource Partners positions in Q4 2017 and 18 closed out, a net change of +12 holders.
  • The largest Alliance Resource Partners buyer in Q4 2017 was Morgan Stanley, an estimated $10.9M added.
  • The largest Alliance Resource Partners seller in Q4 2017 was Acadian Asset Management, an estimated $6.35M sold.

Based on aggregated 13F filings for Q4 2017.