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Alliance Resource Partners

128 hedge funds and large institutions have $484M invested in Alliance Resource Partners in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

374% more call options, than puts

Call options by funds: $47.3M | Put options by funds: $9.98M

80% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 25

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

3% more funds holding

Funds holding: 124128 (+4)

3.2% less ownership

Funds ownership: 23.79%20.59% (-3.2%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

21% less capital invested

Capital invested by funds: $610M → $484M (-$126M)

Holders
128
Holders Change
+4
Holders Change %
+3.23%
% of All Funds
2.01%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
23
Increased
45
Reduced
25
Closed
18
Calls
$47.3M
Puts
$9.98M
Net Calls
+$37.3M
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
101
Financial Management Professionals
Texas
$33K
NA
102
NewEdge Advisors
Louisiana
$32.9K +$441 +23 +1%
CFGS
103
Concourse Financial Group Securities
Alabama
$27.7K
CSPIA
104
Cary Street Partners Investment Advisory
Virginia
$25.9K +$7.67K +400 +40%
TAM
105
Tucker Asset Management
Colorado
$23.8K
GWM
106
Geneos Wealth Management
Colorado
$23.7K
OPTFSNA
107
Old Point Trust & Financial Services N A
Virginia
$18.5K +$19.2K +1,000 New
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$18K
EWA
109
EverSource Wealth Advisors
Alabama
$14.5K +$15.1K +785 New
National Bank of Canada
110
National Bank of Canada
Quebec, Canada
$13.9K
LF
111
Lee Financial
Texas
$11.1K
HIM
112
Hillsdale Investment Management
Ontario, Canada
$11K
AA
113
AlphaMark Advisors
Kentucky
$11K
WAM
114
Worth Asset Management
Texas
$9.59K +$345 +18 +4%
RI
115
Ridgewood Investments
New Jersey
$8.88K +$9.21K +480 New
FDCDDQ
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.69K +$9.02K +470 New
ETC
117
Exchange Traded Concepts
Oklahoma
$8.45K +$8.77K +457 New
GRP
118
Global Retirement Partners
California
$8.3K +$326 +17 +4%
IBOK
119
Independence Bank of Kentucky
Kentucky
$7.4K
WP
120
WealthPLAN Partners
Nebraska
$7.4K
BCMLT
121
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.86K +$7.12K +371 New
CSB
122
City State Bank
Iowa
$6K
SS
123
Sunbelt Securities
Texas
$5.95K +$230 +12 +4%
MIM
124
Macroview Investment Management
Maryland
$4.38K +$4.55K +237 New
FFA
125
Farther Finance Advisors
California
$4.26K

ARLP Hedge Fund Activity: Q2 2023 in Review

128 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q2 2023, worth a combined $484M — down 21% from $610M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ARLP positions and 18 closed out — a net gain of 5 holders — while 45 added to existing stakes and 25 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $5.35M. The largest seller was Morgan Stanley, cutting an estimated $53.7M.

  • 128 institutional investors held Alliance Resource Partners (ARLP) as of Q2 2023, up from 124 in Q1 2023.
  • Funds reported $484M of Alliance Resource Partners stock for Q2 2023, down 21% quarter-over-quarter.
  • 23 funds opened new Alliance Resource Partners positions in Q2 2023 and 18 closed out, a net change of +5 holders.
  • The largest Alliance Resource Partners buyer in Q2 2023 was BNP Paribas Financial Markets, an estimated $5.35M added.
  • The largest Alliance Resource Partners seller in Q2 2023 was Morgan Stanley, an estimated $53.7M sold.

Based on aggregated 13F filings for Q2 2023.