Alliance Resource Partners
ARLP
91 hedge funds and large institutions have $108M invested in Alliance Resource Partners in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 31 reducing their positions, and 17 closing their positions.
151% more capital invested
Capital invested by funds: $43M → $108M (+$64.7M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
6.69% more ownership
Funds ownership: 12.2% → 18.88% (+6.7%)
0% more funds holding
Funds holding: 91 → 91 (0)
0% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 17
52% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 31
65% less call options, than puts
Call options by funds: $2.32M | Put options by funds: $6.68M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.8M |
| 2 |
MVP
Miller Value Partners
Sarasota,
Florida
|
+$1.05M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$849K |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
+$766K |
| 5 |
First Manhattan
New York
|
+$294K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$784K |
| 2 |
SFI
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
|
-$502K |
| 3 |
Walleye Capital
New York
|
-$311K |
| 4 |
ECG
Edge Capital Group
Atlanta,
Georgia
|
-$253K |
| 5 |
PGCM
Prescott Group Capital Management
Tulsa,
Oklahoma
|
-$242K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFPT
101
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| – | -$43K | -15,400 | Closed |
|
|
GC
102
Guggenheim Capital
Chicago,
Illinois
| – | -$31K | -11,281 | Closed |
|
|
JMPWA
103
JP Morgan Private Wealth Advisors
San Francisco,
California
| – | -$28K | -10,068 | Closed |
|
|
PFBT
104
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$22K | -8,000 | Closed |
|
105
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$3K | -1,000 | Closed |
|
|
RIA
106
RPG Investment Advisory
Pleasanton,
California
| – | -$2K | -812 | Closed |
|
|
AIM
107
Anchor Investment Management
Columbia,
South Carolina
| – | -$2.22K | -800 | Closed |
|
|
GT
108
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$1K | -700 | Closed |
|
|
AWM
109
Adams Wealth Management
Logan,
Utah
| – | -$1K | -340 | Closed |
|
ARLP Hedge Fund Activity: Q4 2020 in Review
91 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q4 2020, worth a combined $108M — up 151% from $43M a quarter earlier.
Fund positioning in ARLP was balanced in Q4 2020: 17 funds opened new positions, 17 closed out, 15 added to existing stakes and 31 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.8M. The largest seller was Neuberger Berman Group, cutting an estimated $784K.
- 91 institutional investors held Alliance Resource Partners (ARLP) as of Q4 2020, unchanged from Q3 2020.
- Funds reported $108M of Alliance Resource Partners stock for Q4 2020, up 151% quarter-over-quarter.
- 17 funds opened new Alliance Resource Partners positions in Q4 2020 and 17 closed out, a net change of 0 holders.
- The largest Alliance Resource Partners buyer in Q4 2020 was Morgan Stanley, an estimated $10.8M added.
- The largest Alliance Resource Partners seller in Q4 2020 was Neuberger Berman Group, an estimated $784K sold.
Based on aggregated 13F filings for Q4 2020.