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Alliance Resource Partners
ARLP

126 hedge funds and large institutions have $726M invested in Alliance Resource Partners in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

546% more call options, than puts

Call options by funds: $70.1M | Put options by funds: $10.8M

46% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 28

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

2% more funds holding

Funds holding: 123 → 126 (+3)

2.37% more ownership

Funds ownership: 25.72% → 28.09% (+2.4%)

1% less capital invested

Capital invested by funds: $733M → $726M (-$6.97M)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
126
Holders Change
+3
Holders Change %
+2.44%
% of All Funds
2.03%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
26
Increased
41
Reduced
28
Closed
21
Calls
$70.1M
Puts
$10.8M
Net Calls
+$59.2M
Net Calls Change
+$21.2M

Top Buyers

1
N
Natixis
France
+$36.1M
2
MIAS
Mason Investment Advisory Services
Virginia
+$25.8M
3
Morgan Stanley
Morgan Stanley
New York
+$10.4M
4
Bank of America
Bank of America
North Carolina
+$6.76M
5
Citadel Advisors
Citadel Advisors
Florida
+$5.11M

Top Sellers

1
MG
Magnolia Group
Nebraska
-$6.99M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$5.62M
3
WMSA
Weiss Multi-Strategy Advisers
New York
-$3.22M
4
BCM
Bienville Capital Management
New York
-$2.89M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$2.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
101
Financial Management Professionals
Texas
$36K -$28.9K -1,275 -42%
CFGS
102
Concourse Financial Group Securities
Alabama
$30.5K +$34K +1,500 New
MCC
103
Money Concepts Capital
Florida
$28.9K +$32.2K +1,421 New
TAM
104
Tucker Asset Management
Colorado
$26.7K – – –
UB
105
UMB Bank
Missouri
$22K – – –
CSPIA
106
Cary Street Partners Investment Advisory
Virginia
$20.3K +$22.6K +1,000 New
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
PP
108
PrairieView Partners
Minnesota
$20K – – –
GWM
109
Geneos Wealth Management
Colorado
$17.9K +$13.6K +600 +214%
NFSG
110
Newbridge Financial Services Group
Florida
$12.9K – – –
LF
111
Lee Financial
Texas
$12.2K – – –
HIM
112
Hillsdale Investment Management
Ontario, Canada
$12.1K – – –
GRP
113
Global Retirement Partners
California
$8.51K +$9.49K +419 New
FWA
114
Freedom Wealth Alliance
Wisconsin
$8.21K +$9.15K +404 New
AIM
115
Anchor Investment Management
South Carolina
$8.13K – – –
IBOK
116
Independence Bank of Kentucky
Kentucky
$8K – – –
ME
117
McIlrath & Eck
Washington
$7.86K +$4.92K +217 +128%
CSB
118
City State Bank
Iowa
$6K – – –
US Bancorp
119
US Bancorp
Minnesota
$5.08K -$69.1K -3,050 -92%
FFA
120
Farther Finance Advisors
California
$4.68K +$5.21K +230 New
Jones Financial Companies
121
Jones Financial Companies
Missouri
$4K – – –
IGWM
122
ICA Group Wealth Management
Colorado
$3.74K +$4.17K +184 New
ETC
123
Exchange Traded Concepts
Oklahoma
$2.5K +$2.79K +123 New
Barclays
124
Barclays
United Kingdom
$1.26K -$478K -21,113 -100%
NA
125
NewEdge Advisors
Louisiana
$44 +$48.6K +2,146 New
2 3 4
5
6

ARLP Hedge Fund Activity: Q4 2022 in Review

126 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q4 2022, worth a combined $726M — down 0.95% from $733M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ARLP positions and 21 closed out — a net gain of 5 holders — while 41 added to existing stakes and 28 trimmed.

The largest buyer was Natixis, adding an estimated $36.1M. The largest seller was Magnolia Group, cutting an estimated $6.99M.

  • 126 institutional investors held Alliance Resource Partners (ARLP) as of Q4 2022, up from 123 in Q3 2022.
  • Funds reported $726M of Alliance Resource Partners stock for Q4 2022, down 0.95% quarter-over-quarter.
  • 26 funds opened new Alliance Resource Partners positions in Q4 2022 and 21 closed out, a net change of +5 holders.
  • The largest Alliance Resource Partners buyer in Q4 2022 was Natixis, an estimated $36.1M added.
  • The largest Alliance Resource Partners seller in Q4 2022 was Magnolia Group, an estimated $6.99M sold.

Based on aggregated 13F filings for Q4 2022.