Alliance Resource Partners
ARLP
120 hedge funds and large institutions have $352M invested in Alliance Resource Partners in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 46 reducing their positions, and 16 closing their positions.
28% more call options, than puts
Call options by funds: $4.71M | Put options by funds: $3.67M
13% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 16
2% more funds holding
Funds holding: 118 → 120 (+2)
0.86% more ownership
Funds ownership: 14.39% → 15.25% (+0.86%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less capital invested
Capital invested by funds: $370M → $352M (-$18.1M)
59% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 46
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DKCM
Davidson Kempner Capital Management
New York
|
+$29.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$15.8M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$8.69M |
| 4 |
MWNA
Marshall Wace North America
New York
|
+$3.28M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$8.43M |
| 2 |
EIP
Energy Income Partners
Westport,
Connecticut
|
-$7.02M |
| 3 |
Morgan Stanley
New York
|
-$6.56M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$3.89M |
| 5 |
Renaissance Technologies
New York
|
-$3.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VF
126
Virtu Financial
New York
| – | -$240K | -12,189 | Closed |
|
|
BC
127
Burney Company
Reston,
Virginia
| – | -$238K | -12,102 | Closed |
|
|
LCM
128
Landscape Capital Management
Englewood,
New Jersey
| – | -$215K | -10,921 | Closed |
|
|
HNB
129
Huntington National Bank
Columbus,
Ohio
| – | -$188K | -9,550 | Closed |
|
130
Schroder Investment Management Group
London,
United Kingdom
| – | -$167K | -8,500 | Closed |
|
|
TRCT
131
Tower Research Capital (TRC)
New York
| – | -$132K | -6,709 | Closed |
|
|
TWA
132
TCI Wealth Advisors
Tucson,
Arizona
| – | -$131K | -6,638 | Closed |
|
|
II
133
Inspire Investing
Meridian,
Idaho
| – | -$59K | -2,997 | Closed |
|
|
1IA
134
1834 Investment Advisors
Milwaukee,
Wisconsin
| – | -$26K | -1,300 | Closed |
|
|
CCM
135
Cribstone Capital Management
Augusta,
Maine
| – | -$14K | -699 | Closed |
|
|
RFA
136
Reilly Financial Advisors
La Mesa,
California
| – | -$12K | -610 | Closed |
|
|
FANJ
137
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$8K | -409 | Closed |
|
|
KJWM
138
Kiley Juergens Wealth Management
Olympia,
Washington
| – | -$7K | -400 | Closed |
|
ARLP Hedge Fund Activity: Q1 2018 in Review
120 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q1 2018, worth a combined $352M — down 4.9% from $370M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new ARLP positions and 16 closed out — a net gain of 2 holders — while 19 added to existing stakes and 46 trimmed.
The largest buyer was Davidson Kempner Capital Management, opening a new position worth an estimated $29.5M. The largest seller was Acadian Asset Management, cutting an estimated $8.43M.
- 120 institutional investors held Alliance Resource Partners (ARLP) as of Q1 2018, up from 118 in Q4 2017.
- Funds reported $352M of Alliance Resource Partners stock for Q1 2018, down 4.9% quarter-over-quarter.
- 18 funds opened new Alliance Resource Partners positions in Q1 2018 and 16 closed out, a net change of +2 holders.
- The largest Alliance Resource Partners buyer in Q1 2018 was Davidson Kempner Capital Management, an estimated $29.5M added.
- The largest Alliance Resource Partners seller in Q1 2018 was Acadian Asset Management, an estimated $8.43M sold.
Based on aggregated 13F filings for Q1 2018.