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Alliance Resource Partners

127 hedge funds and large institutions have $700M invested in Alliance Resource Partners in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 20 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 20

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

99% more capital invested

Capital invested by funds: $352M → $700M (+$348M)

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

6% more funds holding

Funds holding: 120127 (+7)

2.1% more ownership

Funds ownership: 15.25%17.34% (+2.1%)

25% less call options, than puts

Call options by funds: $5.14M | Put options by funds: $6.82M

Holders
127
Holders Change
+7
Holders Change %
+5.83%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
28
Increased
52
Reduced
20
Closed
21
Calls
$5.14M
Puts
$6.82M
Net Calls
-$1.68M
Net Calls Change
-$2.72M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$18K
CTC
102
Central Trust Company
Missouri
$16K
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$15K
RFC
104
Regions Financial Corp
Alabama
$15K
RIA
105
RPG Investment Advisory
California
$15K +$14.6K +812 New
IBOK
106
Independence Bank of Kentucky
Kentucky
$14K
AF
107
Advisornet Financial
Minnesota
$13K
SWM
108
SeaCrest Wealth Management
New York
$13K
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.9K +$12.6K +701 New
CF
110
Centaurus Financial
California
$11K +$10.8K +600 New
WAM
111
Wealthspire Advisors (Maryland)
Maryland
$10K -$360 -20 -4%
GWM
112
Geneos Wealth Management
Colorado
$10K
CFN
113
Cordasco Financial Network
Florida
$9K +$5.31K +295 +148%
WEC
114
Winslow Evans & Crocker
Massachusetts
$8K
SFA
115
Spectrum Financial Alliance
Kentucky
$7K
KJWM
116
Kiley Juergens Wealth Management
Washington
$7K +$7.21K +400 New
PCP
117
Proficio Capital Partners
Massachusetts
$6K +$955 +53 +18%
AIM
118
Anchor Investment Management
South Carolina
$5.5K
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$4K
FWM
120
Focused Wealth Management
New York
$4K
DPA
121
Delphi Private Advisors
California
$4K +$4.38K +243 New
RE
122
RBC Europe
United Kingdom
$3.89K
CG
123
Cutler Group
California
$3K -$33.8K -1,877 -90%
ME
124
McIlrath & Eck
Washington
$3K
JA
125
JOYN Advisors
Georgia
$2K -$29.8K -1,653 -95%

ARLP Hedge Fund Activity: Q2 2018 in Review

127 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q2 2018, worth a combined $700M — up 99% from $352M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ARLP positions and 21 closed out — a net gain of 7 holders — while 52 added to existing stakes and 20 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $114M. The largest seller was Davidson Kempner Capital Management, exiting entirely with an estimated $27.3M sold.

  • 127 institutional investors held Alliance Resource Partners (ARLP) as of Q2 2018, up from 120 in Q1 2018.
  • Funds reported $700M of Alliance Resource Partners stock for Q2 2018, up 99% quarter-over-quarter.
  • 28 funds opened new Alliance Resource Partners positions in Q2 2018 and 21 closed out, a net change of +7 holders.
  • The largest Alliance Resource Partners buyer in Q2 2018 was Neuberger Berman Group, an estimated $114M added.
  • The largest Alliance Resource Partners seller in Q2 2018 was Davidson Kempner Capital Management, an estimated $27.3M sold.

Based on aggregated 13F filings for Q2 2018.