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Alliance Resource Partners

154 hedge funds and large institutions have $866M invested in Alliance Resource Partners in 2014 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 59 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 39

1% less funds holding

Funds holding: 155154 (-1)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

8% less capital invested

Capital invested by funds: $938M → $866M (-$72M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

45% less call options, than puts

Call options by funds: $6.66M | Put options by funds: $12M

Holders
154
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
4.47%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
14
Increased
59
Reduced
39
Closed
15
Calls
$6.66M
Puts
$12M
Net Calls
-$5.36M
Net Calls Change
-$6.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
126
Ameriprise
Minnesota
$127K +$14.5K +304 +11%
Walleye Trading
127
Walleye Trading
New York
$123K +$41.2K +863 +43%
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$104K -$9.63K -202 -8%
HRC
129
Hoertkorn Richard Charles
$103K
EWM
130
Elite Wealth Management
Washington
$86K
WA
131
WealthTrust-Arizona
Arizona
$86K
GT
132
Glenmede Trust
Pennsylvania
$85K
EWM
133
Evercore Wealth Management
New York
$77K
NFG
134
Next Financial Group
Texas
$69K -$9.54K -200 -11%
BlackRock
135
BlackRock
New York
$68K -$8.25K -173 -10%
RIA
136
Regal Investment Advisors
Michigan
$52K -$335K -7,027 -85%
WTC
137
WhitTier Trust Company
Nevada
$39K
CTC
138
Central Trust Company
Missouri
$34K
FMII
139
Farmers & Merchants Investments Inc
Nebraska
$29K
MHS
140
M Holdings Securities
Oregon
$23K +$25.3K +530 New
PSI
141
Pinnacle Summer Investments
Virginia
$19K
WEC
142
Winslow Evans & Crocker
Massachusetts
$17.1K
AA
143
Apriem Advisors
California
$17K
GI
144
Gradient Investments
Minnesota
$17K
KTC
145
Kistler-Tiffany Companies
Pennsylvania
$17K
MFS
146
MSI Financial Services
Massachusetts
$17K
NC
147
NewSquare Capital
Pennsylvania
$17K +$19.1K +400 New
OIA
148
Optimum Investment Advisors
Illinois
$14K
SFSIG
149
San Francisco Sentry Investment Group
California
$13K
ST
150
Stifel Trust
Missouri
$13K +$14.3K +300 New

ARLP Hedge Fund Activity: Q3 2014 in Review

154 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q3 2014, worth a combined $866M — down 7.7% from $938M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of ARLP and 14 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 59 added.

The largest buyer was ING Group, opening a new position worth an estimated $20.7M. The largest seller was Hamlin Capital Management, exiting entirely with an estimated $22.1M sold.

  • 154 institutional investors held Alliance Resource Partners (ARLP) as of Q3 2014, down from 155 in Q2 2014.
  • Funds reported $866M of Alliance Resource Partners stock for Q3 2014, down 7.7% quarter-over-quarter.
  • 14 funds opened new Alliance Resource Partners positions in Q3 2014 and 15 closed out, a net change of -1 holder.
  • The largest Alliance Resource Partners buyer in Q3 2014 was ING Group, an estimated $20.7M added.
  • The largest Alliance Resource Partners seller in Q3 2014 was Hamlin Capital Management, an estimated $22.1M sold.

Based on aggregated 13F filings for Q3 2014.