Alliance Resource Partners
ARLP
118 hedge funds and large institutions have $370M invested in Alliance Resource Partners in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 25 increasing their positions, 38 reducing their positions, and 18 closing their positions.
67% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 18
10% more funds holding
Funds holding: 107 → 118 (+11)
3% more call options, than puts
Call options by funds: $3.15M | Put options by funds: $3.04M
2% more capital invested
Capital invested by funds: $364M → $370M (+$5.95M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.05% less ownership
Funds ownership: 14.44% → 14.39% (-0.05%)
34% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.9M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$3.5M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3.45M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$2.21M |
| 5 |
NI
NFC Investments
Memphis,
Tennessee
|
+$2.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$6.35M |
| 2 |
EIP
Energy Income Partners
Westport,
Connecticut
|
-$4.82M |
| 3 |
MG
Magnolia Group
Omaha,
Nebraska
|
-$4.29M |
| 4 |
Citigroup
New York
|
-$3.83M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.44M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WS
126
Wedbush Securities
Los Angeles,
California
| – | -$222K | -11,472 | Closed |
|
|
SBIA
127
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| – | -$219K | -11,295 | Closed |
|
128
AllianceBernstein
Nashville,
Tennessee
| – | -$203K | -10,478 | Closed |
|
129
Stifel Financial
St. Louis,
Missouri
| – | -$196K | -10,110 | Closed |
|
130
Walleye Trading
New York
| – | -$68.4K | -3,575 | Closed |
|
|
NFG
131
Next Financial Group
Houston,
Texas
| – | -$70K | -3,400 | Closed |
|
|
CPA
132
Cowen Prime Advisors
New York
| – | -$45K | -2,330 | Closed |
|
|
PCM
133
Penserra Capital Management
Orinda,
California
| – | -$17K | -930 | Closed |
|
|
BA
134
Bristlecone Advisors
Bellevue,
Washington
| – | -$8K | -400 | Closed |
|
|
MFW
135
Mosaic Family Wealth
St. Louis,
Missouri
| – | -$5K | -250 | Closed |
|
|
KTC
136
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| – | -$4K | -200 | Closed |
|
|
MCIA
137
Mountain Capital Investment Advisors
Westminster,
Colorado
| – | -$2K | -100 | Closed |
|
ARLP Hedge Fund Activity: Q4 2017 in Review
118 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q4 2017, worth a combined $370M — up 1.6% from $364M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new ARLP positions and 18 closed out — a net gain of 12 holders — while 25 added to existing stakes and 38 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.9M. The largest seller was Acadian Asset Management, cutting an estimated $6.35M.
- 118 institutional investors held Alliance Resource Partners (ARLP) as of Q4 2017, up from 107 in Q3 2017.
- Funds reported $370M of Alliance Resource Partners stock for Q4 2017, up 1.6% quarter-over-quarter.
- 30 funds opened new Alliance Resource Partners positions in Q4 2017 and 18 closed out, a net change of +12 holders.
- The largest Alliance Resource Partners buyer in Q4 2017 was Morgan Stanley, an estimated $10.9M added.
- The largest Alliance Resource Partners seller in Q4 2017 was Acadian Asset Management, an estimated $6.35M sold.
Based on aggregated 13F filings for Q4 2017.