Alliance Resource Partners
ARLP
115 hedge funds and large institutions have $417M invested in Alliance Resource Partners in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 17 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
24% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 17
2% more funds holding
Funds holding: 113 → 115 (+2)
7% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 30
0.77% less ownership
Funds ownership: 26.56% → 25.79% (-0.77%)
8% less capital invested
Capital invested by funds: $450M → $417M (-$33.9M)
16% less call options, than puts
Call options by funds: $4.18M | Put options by funds: $5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
+$9.07M |
| 2 |
MG
Magnolia Group
Omaha,
Nebraska
|
+$6.85M |
| 3 |
TA
Tiedemann Advisors
New York
|
+$5.55M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.05M |
| 5 |
JP Morgan Chase
New York
|
+$2.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Energy Income Partners
Westport,
Connecticut
|
-$10.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$9.47M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$4.73M |
| 4 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
-$4M |
| 5 |
Morgan Stanley
New York
|
-$3.93M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Ameriprise
Minneapolis,
Minnesota
| – | -$283K | -12,588 | Closed |
|
127
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$236K | -10,517 | Closed |
|
|
SF
128
Synovus Financial
Columbus,
Georgia
| – | -$189K | -8,400 | Closed |
|
|
MA
129
MCF Advisors
Covington,
Kentucky
| – | -$52K | -2,300 | Closed |
|
|
ECM
130
Elgethun Capital Management
Sioux Falls,
South Dakota
| – | -$27K | -1,200 | Closed |
|
|
PCM
131
Penserra Capital Management
Orinda,
California
| – | -$12K | -560 | Closed |
|
|
WA
132
WFG Advisors
Dallas,
Texas
| – | -$7K | -305 | Closed |
|
ARLP Hedge Fund Activity: Q1 2017 in Review
115 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q1 2017, worth a combined $417M — down 7.5% from $450M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new ARLP positions and 17 closed out — a net gain of 4 holders — while 32 added to existing stakes and 30 trimmed.
The largest buyer was Bessemer Group, opening a new position worth an estimated $9.07M. The largest seller was Energy Income Partners, cutting an estimated $10.3M.
- 115 institutional investors held Alliance Resource Partners (ARLP) as of Q1 2017, up from 113 in Q4 2016.
- Funds reported $417M of Alliance Resource Partners stock for Q1 2017, down 7.5% quarter-over-quarter.
- 21 funds opened new Alliance Resource Partners positions in Q1 2017 and 17 closed out, a net change of +4 holders.
- The largest Alliance Resource Partners buyer in Q1 2017 was Bessemer Group, an estimated $9.07M added.
- The largest Alliance Resource Partners seller in Q1 2017 was Energy Income Partners, an estimated $10.3M sold.
Based on aggregated 13F filings for Q1 2017.