Alliance Resource Partners
ARLP
123 hedge funds and large institutions have $733M invested in Alliance Resource Partners in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 14 closing their positions.
204% more call options, than puts
Call options by funds: $56.6M | Put options by funds: $18.6M
64% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 14
22% more capital invested
Capital invested by funds: $600M → $733M (+$133M)
21% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 33
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
7% more funds holding
Funds holding: 115 → 123 (+8)
1.47% less ownership
Funds ownership: 27.2% → 25.72% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
P3I
Progeny 3 Inc
Kirkland,
Washington
|
+$5.93M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.19M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$3.73M |
| 4 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
+$3.22M |
| 5 |
IG
ING Group
Amsterdam,
Netherlands
|
+$3.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$30M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$18.9M |
| 3 |
N
Natixis
Paris,
France
|
-$9.83M |
| 4 |
MG
Magnolia Group
Omaha,
Nebraska
|
-$5.08M |
| 5 |
JP Morgan Chase
New York
|
-$3.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SC
126
Saltoro Capital
Dallas,
Texas
| – | -$1.26M | -55,000 | -84% |
|
|
CA
127
Cetera Advisors
Denver,
Colorado
| – | -$527K | -28,889 | Closed |
|
|
MCM
128
Moore Capital Management
New York
| – | -$389K | -21,324 | Closed |
|
|
RIG
129
Roosevelt Investment Group
New York
| – | -$306K | -16,764 | Closed |
|
|
GCP
130
GSA Capital Partners
London,
United Kingdom
| – | -$283K | -15,507 | Closed |
|
|
SPC
131
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$211K | -11,579 | Closed |
|
|
NF
132
Nikulski Financial
Bettendorf,
Iowa
| – | -$210K | -11,500 | Closed |
|
|
BBHC
133
Brown Brothers Harriman & Co
New York
| – | -$40K | -2,217 | Closed |
|
|
CFGS
134
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$34.3K | -1,500 | Closed |
|
135
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$10K | -552 | Closed |
|
|
VVP
136
Venture Visionary Partners
Sylvania,
Ohio
| – | -$9.12K | -500 | Closed |
|
ARLP Hedge Fund Activity: Q3 2022 in Review
123 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q3 2022, worth a combined $733M — up 22% from $600M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new ARLP positions and 14 closed out — a net gain of 9 holders — while 40 added to existing stakes and 33 trimmed.
The largest buyer was Progeny 3 Inc, adding an estimated $5.93M. The largest seller was Morgan Stanley, cutting an estimated $30M.
- 123 institutional investors held Alliance Resource Partners (ARLP) as of Q3 2022, up from 115 in Q2 2022.
- Funds reported $733M of Alliance Resource Partners stock for Q3 2022, up 22% quarter-over-quarter.
- 23 funds opened new Alliance Resource Partners positions in Q3 2022 and 14 closed out, a net change of +9 holders.
- The largest Alliance Resource Partners buyer in Q3 2022 was Progeny 3 Inc, an estimated $5.93M added.
- The largest Alliance Resource Partners seller in Q3 2022 was Morgan Stanley, an estimated $30M sold.
Based on aggregated 13F filings for Q3 2022.