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Alliance Resource Partners

136 hedge funds and large institutions have $774M invested in Alliance Resource Partners in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 24 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $4.72M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

11.44% more ownership

Funds ownership: 17.34%28.79% (+11%)

10% more capital invested

Capital invested by funds: $700M → $774M (+$73.2M)

7% more funds holding

Funds holding: 127136 (+9)

45% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 44

Holders
136
Holders Change
+9
Holders Change %
+7.09%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
28
Increased
24
Reduced
44
Closed
17
Calls
$10.8M
Puts
$4.72M
Net Calls
+$6.04M
Net Calls Change
+$7.72M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
101
Barnett & Company
Tennessee
$37K
FMP
102
Financial Management Professionals
Texas
$36K
QCIG
103
Quad-Cities Investment Group
Iowa
$36K +$4.27K +218 +14%
IBOK
104
Independence Bank of Kentucky
Kentucky
$31K +$14.7K +750 +97%
OSNBOA
105
Old Second National Bank of Aurora
Illinois
$22K
VFA
106
Valeo Financial Advisors
Indiana
$21K -$2.62K -134 -11%
APP
107
Avantax Planning Partners
Iowa
$20K +$19.6K +1,000 New
NFG
108
Next Financial Group
Texas
$20K +$19.6K +1,000 New
PWAG
109
Polaris Wealth Advisory Group
California
$20K +$19.6K +1,000 New
OIA
110
OneDigital Investment Advisors
Kansas
$19K +$18.4K +939 New
CTC
111
Central Trust Company
Missouri
$18K
RIA
112
RPG Investment Advisory
California
$17K
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$16K
RFC
114
Regions Financial Corp
Alabama
$16K
SWM
115
SeaCrest Wealth Management
New York
$15K
AF
116
Advisornet Financial
Minnesota
$14K
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.3K -$2.88K -147 -21%
WAM
118
Wealthspire Advisors (Maryland)
Maryland
$11K
TC
119
Truvestments Capital
Florida
$11K +$10.3K +524 New
CFN
120
Cordasco Financial Network
Florida
$10K
WEC
121
Winslow Evans & Crocker
Massachusetts
$10K
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$10K +$9.45K +483 New
SWP
123
Stratos Wealth Partners
Ohio
$10K +$9.79K +500 New
BA
124
Ballew Advisors
Mississippi
$9K +$8.71K +445 New
GWM
125
Geneos Wealth Management
Colorado
$8K -$2.94K -150 -27%

ARLP Hedge Fund Activity: Q3 2018 in Review

136 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q3 2018, worth a combined $774M — up 10% from $700M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ARLP positions and 17 closed out — a net gain of 11 holders — while 24 added to existing stakes and 44 trimmed.

The largest buyer was ING Group, opening a new position worth an estimated $24.9M. The largest seller was Neuberger Berman Group, cutting an estimated $34.4M.

  • 136 institutional investors held Alliance Resource Partners (ARLP) as of Q3 2018, up from 127 in Q2 2018.
  • Funds reported $774M of Alliance Resource Partners stock for Q3 2018, up 10% quarter-over-quarter.
  • 28 funds opened new Alliance Resource Partners positions in Q3 2018 and 17 closed out, a net change of +11 holders.
  • The largest Alliance Resource Partners buyer in Q3 2018 was ING Group, an estimated $24.9M added.
  • The largest Alliance Resource Partners seller in Q3 2018 was Neuberger Berman Group, an estimated $34.4M sold.

Based on aggregated 13F filings for Q3 2018.