Alliance Resource Partners
ARLP
99 hedge funds and large institutions have $253M invested in Alliance Resource Partners in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 7 closing their positions.
186% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 7
59% more capital invested
Capital invested by funds: $160M → $253M (+$93.5M)
39% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 18
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
11% more funds holding
Funds holding: 89 → 99 (+10)
0.91% more ownership
Funds ownership: 17.43% → 18.34% (+0.91%)
8% less call options, than puts
Call options by funds: $10.6M | Put options by funds: $11.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$5.45M |
| 2 |
JP Morgan Chase
New York
|
+$4.72M |
| 3 |
PGCM
Prescott Group Capital Management
Tulsa,
Oklahoma
|
+$2.55M |
| 4 |
RIA
Recurrent Investment Advisors
Houston,
Texas
|
+$1.98M |
| 5 |
HF
HRT Financial
New York
|
+$1.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$10.6M |
| 2 |
MLIM
Mountain Lake Investment Management
Boca Raton,
Florida
|
-$1.38M |
| 3 |
First Manhattan
New York
|
-$979K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$545K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$492K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$169K | -23,433 | Closed |
|
|
SPC
102
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$164K | -22,750 | Closed |
|
103
Bank of New York Mellon
New York
| – | -$117K | -16,189 | Closed |
|
|
CBB
104
Citizens Business Bank
Ontario,
California
| – | -$97K | -13,400 | Closed |
|
|
IFO
105
Independent Family Office
Albany,
New York
| – | -$72K | -10,000 | Closed |
|
|
SCA
106
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$2K | -400 | Closed |
|
ARLP Hedge Fund Activity: Q3 2021 in Review
99 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q3 2021, worth a combined $253M — up 59% from $160M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new ARLP positions and 7 closed out — a net gain of 13 holders — while 25 added to existing stakes and 18 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $5.45M. The largest seller was Morgan Stanley, cutting an estimated $10.6M.
- 99 institutional investors held Alliance Resource Partners (ARLP) as of Q3 2021, up from 89 in Q2 2021.
- Funds reported $253M of Alliance Resource Partners stock for Q3 2021, up 59% quarter-over-quarter.
- 20 funds opened new Alliance Resource Partners positions in Q3 2021 and 7 closed out, a net change of +13 holders.
- The largest Alliance Resource Partners buyer in Q3 2021 was Goldman Sachs, an estimated $5.45M added.
- The largest Alliance Resource Partners seller in Q3 2021 was Morgan Stanley, an estimated $10.6M sold.
Based on aggregated 13F filings for Q3 2021.