Alliance Resource Partners
ARLP
119 hedge funds and large institutions have $283M invested in Alliance Resource Partners in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 23 closing their positions.
1.38% less ownership
Funds ownership: 21.81% → 20.42% (-1.4%)
8% less funds holding
Funds holding: 130 → 119 (-11)
19% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 37
37% less capital invested
Capital invested by funds: $447M → $283M (-$164M)
39% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 23
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
66% less call options, than puts
Call options by funds: $7.96M | Put options by funds: $23.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$23.4M |
| 2 |
MG
Magnolia Group
Omaha,
Nebraska
|
+$18.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$8.19M |
| 4 |
EIP
Energy Income Partners
Westport,
Connecticut
|
+$4.12M |
| 5 |
AAA
Adams Asset Advisors
Dallas,
Texas
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$41.2M |
| 2 |
RA
Royce & Associates
New York
|
-$17.9M |
| 3 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
-$6.97M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.82M |
| 5 |
Neuberger Berman Group
New York
|
-$4.84M |
ARLP Hedge Fund Activity: Q4 2019 in Review
119 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q4 2019, worth a combined $283M — down 37% from $447M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of ARLP and 14 opened new positions — a net loss of 9 holders — while 37 trimmed existing stakes and 30 added.
The largest buyer was Morgan Stanley, adding an estimated $23.4M. The largest seller was Goldman Sachs, cutting an estimated $41.2M.
- 119 institutional investors held Alliance Resource Partners (ARLP) as of Q4 2019, down from 130 in Q3 2019.
- Funds reported $283M of Alliance Resource Partners stock for Q4 2019, down 37% quarter-over-quarter.
- 14 funds opened new Alliance Resource Partners positions in Q4 2019 and 23 closed out, a net change of -9 holders.
- The largest Alliance Resource Partners buyer in Q4 2019 was Morgan Stanley, an estimated $23.4M added.
- The largest Alliance Resource Partners seller in Q4 2019 was Goldman Sachs, an estimated $41.2M sold.
Based on aggregated 13F filings for Q4 2019.