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Alliance Resource Partners

130 hedge funds and large institutions have $447M invested in Alliance Resource Partners in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 39 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $7.31M | Put options by funds: $5.33M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 39

10% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 21

1.14% less ownership

Funds ownership: 22.95%21.81% (-1.1%)

2% less funds holding

Funds holding: 132130 (-2)

11% less capital invested

Capital invested by funds: $500M → $447M (-$52.8M)

Holders
130
Holders Change
-2
Holders Change %
-1.52%
% of All Funds
2.85%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
19
Increased
39
Reduced
39
Closed
21
Calls
$7.31M
Puts
$5.33M
Net Calls
+$1.98M
Net Calls Change
+$898K
Name Holding Trade Value Shares
Change
Change in
Stake
LJHT
101
Laurie J. Hall Trustee
$43K
BAMG
102
Brand Asset Management Group
Missouri
$34K +$1.18K +72 +3%
QCIG
103
Quad-Cities Investment Group
Iowa
$32K +$3.74K +229 +12%
BC
104
Barnett & Company
Tennessee
$30K +$9.39K +575 +44%
FMP
105
Financial Management Professionals
Texas
$28K +$29K +1,773 New
APA
106
American Portfolios Advisors
New York
$18.2K
OSNBOA
107
Old Second National Bank of Aurora
Illinois
$17K
AIM
108
Anchor Investment Management
South Carolina
$16.8K +$17.2K +1,050 New
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$13K
RIA
110
RPG Investment Advisory
California
$13K
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$11K
LC
112
Lindbrook Capital
California
$11K
LF
113
Lee Financial
Texas
$10K
GI
114
Gradient Investments
Minnesota
$10K +$9.8K +600 New
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.87K
CTC
116
Central Trust Company
Missouri
$8K
GWM
117
Geneos Wealth Management
Colorado
$8K
WEC
118
Winslow Evans & Crocker
Massachusetts
$8K
SIS
119
Sound Income Strategies
Florida
$8K +$8.17K +500 New
Group One Trading
120
Group One Trading
Illinois
$6K -$128K -7,821 -96%
BFEC
121
Benjamin F. Edwards & Company
Missouri
$6K
IBOK
122
Independence Bank of Kentucky
Kentucky
$4K -$8.17K -500 -65%
SFS
123
Sowell Financial Services
Arkansas
$4K +$3.74K +229 New
RE
124
RBC Europe
United Kingdom
$3.39K
FWM
125
Focused Wealth Management
New York
$3K

ARLP Hedge Fund Activity: Q3 2019 in Review

130 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q3 2019, worth a combined $447M — down 11% from $500M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of ARLP and 19 opened new positions — a net loss of 2 holders — while 39 trimmed existing stakes and 39 added.

The largest buyer was Mirae Asset Global Investments, adding an estimated $10.4M. The largest seller was Morgan Stanley, cutting an estimated $7.81M.

  • 130 institutional investors held Alliance Resource Partners (ARLP) as of Q3 2019, down from 132 in Q2 2019.
  • Funds reported $447M of Alliance Resource Partners stock for Q3 2019, down 11% quarter-over-quarter.
  • 19 funds opened new Alliance Resource Partners positions in Q3 2019 and 21 closed out, a net change of -2 holders.
  • The largest Alliance Resource Partners buyer in Q3 2019 was Mirae Asset Global Investments, an estimated $10.4M added.
  • The largest Alliance Resource Partners seller in Q3 2019 was Morgan Stanley, an estimated $7.81M sold.

Based on aggregated 13F filings for Q3 2019.