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Alliance Resource Partners

120 hedge funds and large institutions have $352M invested in Alliance Resource Partners in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $4.71M | Put options by funds: $3.67M

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

2% more funds holding

Funds holding: 118120 (+2)

0.86% more ownership

Funds ownership: 14.39%15.25% (+0.86%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $370M → $352M (-$18.1M)

59% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 46

Holders
120
Holders Change
+2
Holders Change %
+1.69%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
19
Reduced
46
Closed
16
Calls
$4.71M
Puts
$3.67M
Net Calls
+$1.03M
Net Calls Change
+$930K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
101
Advisornet Financial
Minnesota
$12K +$13.1K +692 New
WAM
102
Wealthspire Advisors (Maryland)
Maryland
$10K -$11K -580 -50%
GWM
103
Geneos Wealth Management
Colorado
$9K -$13.3K -700 -56%
CTC
104
Central Trust Company
Missouri
$9K
SWP
105
Stratos Wealth Partners
Ohio
$9K
WEC
106
Winslow Evans & Crocker
Massachusetts
$7.06K
SFA
107
Spectrum Financial Alliance
Kentucky
$7K +$7.54K +397 New
HIM
108
Hillsdale Investment Management
Ontario, Canada
$6K -$38K -2,000 -85%
AIM
109
Anchor Investment Management
South Carolina
$5.29K
CCA
110
Clearwater Capital Advisors
Illinois
$5K
PCP
111
Proficio Capital Partners
Massachusetts
$5K
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
BFC
115
Bedel Financial Consulting
Indiana
$4K +$3.8K +200 New
RE
116
RBC Europe
United Kingdom
$3.74K
ME
117
McIlrath & Eck
Washington
$3K
RWA
118
Ropes Wealth Advisors
Massachusetts
$1K
SWP
119
Strategic Wealth Partners
Ohio
$1K
TCOV
120
Trust Company of Vermont
Vermont
$1K
ML
121
McAdam LLC
Pennsylvania
$1K +$855 +45 New
APA
122
American Portfolios Advisors
New York
$847
FDCDDQ
123
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$441K -22,445 Closed
Mariner
124
Mariner
Kansas
-$252K -12,768 Closed
KI
125
Koch Industries
Kansas
-$242K -12,289 Closed

ARLP Hedge Fund Activity: Q1 2018 in Review

120 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q1 2018, worth a combined $352M — down 4.9% from $370M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ARLP positions and 16 closed out — a net gain of 2 holders — while 19 added to existing stakes and 46 trimmed.

The largest buyer was Davidson Kempner Capital Management, opening a new position worth an estimated $29.5M. The largest seller was Acadian Asset Management, cutting an estimated $8.43M.

  • 120 institutional investors held Alliance Resource Partners (ARLP) as of Q1 2018, up from 118 in Q4 2017.
  • Funds reported $352M of Alliance Resource Partners stock for Q1 2018, down 4.9% quarter-over-quarter.
  • 18 funds opened new Alliance Resource Partners positions in Q1 2018 and 16 closed out, a net change of +2 holders.
  • The largest Alliance Resource Partners buyer in Q1 2018 was Davidson Kempner Capital Management, an estimated $29.5M added.
  • The largest Alliance Resource Partners seller in Q1 2018 was Acadian Asset Management, an estimated $8.43M sold.

Based on aggregated 13F filings for Q1 2018.