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Alliance Resource Partners

141 hedge funds and large institutions have $514M invested in Alliance Resource Partners in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

379% more call options, than puts

Call options by funds: $58.7M | Put options by funds: $12.2M

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

10% more funds holding

Funds holding: 128141 (+13)

6% more capital invested

Capital invested by funds: $484M → $514M (+$29.4M)

3% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 40

2.65% less ownership

Funds ownership: 20.59%17.94% (-2.7%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
141
Holders Change
+13
Holders Change %
+10.16%
% of All Funds
2.24%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
28
Increased
39
Reduced
40
Closed
15
Calls
$58.7M
Puts
$12.2M
Net Calls
+$46.4M
Net Calls Change
+$9.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
101
Mariner
Kansas
$224K -$17.5K -876 -8%
Wells Fargo
102
Wells Fargo
California
$218K -$163K -8,199 -46%
VA
103
Vident Advisory
Georgia
$217K +$192K +9,640 New
AAS
104
Avantax Advisory Services
Texas
$209K -$74.6K -3,740 -29%
FFS
105
Founders Financial Securities
Maryland
$206K +$182K +9,152 New
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$201K +$178K +8,906 New
IA
107
IFP Advisors
Florida
$175K +$65.8K +3,300 +74%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$158K -$200K -10,009 -59%
CIM
109
Chiron Investment Management
New York
$128K +$113K +5,681 New
CMF
110
Counterpoint Mutual Funds
California
$98K +$86.7K +4,351 New
PP
111
PFS Partners
New Jersey
$84.1K +$2.53K +127 +4%
AF
112
Allworth Financial
California
$69.5K
PFA
113
Pathway Financial Advisers
Indiana
$61K +$54K +2,707 New
BTI
114
Blue Trust Inc
Georgia
$55K
FMP
115
Financial Management Professionals
Texas
$40K
SOW
116
State of Wyoming
Wyoming
$39.5K +$34.9K +1,753 New
TRCT
117
Tower Research Capital (TRC)
New York
$37.5K -$49.5K -2,482 -60%
NA
118
NewEdge Advisors
Louisiana
$35.3K -$4.21K -211 -12%
GWM
119
Geneos Wealth Management
Colorado
$28.8K
TAM
120
Tucker Asset Management
Colorado
$28.8K -$120 -6 -0.5%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$23K
AA
122
AlphaMark Advisors
Kentucky
$20K +$4.98K +250 +40%
EWA
123
EverSource Wealth Advisors
Alabama
$17.7K
LFA
124
LGT Financial Advisors
Texas
$15.8K +$14K +700 New
LF
125
Lee Financial
Texas
$13.5K

ARLP Hedge Fund Activity: Q3 2023 in Review

141 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q3 2023, worth a combined $514M — up 6.1% from $484M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ARLP positions and 15 closed out — a net gain of 13 holders — while 39 added to existing stakes and 40 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $9.29M. The largest seller was Morgan Stanley, cutting an estimated $36.3M.

  • 141 institutional investors held Alliance Resource Partners (ARLP) as of Q3 2023, up from 128 in Q2 2023.
  • Funds reported $514M of Alliance Resource Partners stock for Q3 2023, up 6.1% quarter-over-quarter.
  • 28 funds opened new Alliance Resource Partners positions in Q3 2023 and 15 closed out, a net change of +13 holders.
  • The largest Alliance Resource Partners buyer in Q3 2023 was Goldman Sachs, an estimated $9.29M added.
  • The largest Alliance Resource Partners seller in Q3 2023 was Morgan Stanley, an estimated $36.3M sold.

Based on aggregated 13F filings for Q3 2023.