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Alliance Resource Partners

128 hedge funds and large institutions have $484M invested in Alliance Resource Partners in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

374% more call options, than puts

Call options by funds: $47.3M | Put options by funds: $9.98M

80% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 25

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

3% more funds holding

Funds holding: 124128 (+4)

3.2% less ownership

Funds ownership: 23.79%20.59% (-3.2%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

21% less capital invested

Capital invested by funds: $610M → $484M (-$126M)

Holders
128
Holders Change
+4
Holders Change %
+3.23%
% of All Funds
2.01%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
23
Increased
45
Reduced
25
Closed
18
Calls
$47.3M
Puts
$9.98M
Net Calls
+$37.3M
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Parallel Advisors
California
$851
SWM
127
Spire Wealth Management
Virginia
$721 +$748 +39 New
Fidelity Investments
128
Fidelity Investments
Massachusetts
$18
JMPWA
129
JP Morgan Private Wealth Advisors
California
-$17M -843,350 Closed
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
-$2.86M -141,300 Closed
TMC
131
Trellus Management Company
Florida
-$1.58M -78,258 Closed
MCM
132
Manchester Capital Management
Vermont
-$1.28M -63,420 Closed
GCM
133
Granby Capital Management
Florida
-$1.01M -50,000 Closed
CCA
134
Catalyst Capital Advisors
New York
-$581K -28,800 Closed
DF
135
Donoghue Forlines
Massachusetts
-$404K -20,036 Closed
EA
136
Ellsworth Advisors
Ohio
-$368K -18,239 Closed
LSAG
137
Lake Street Advisors Group
New Hampshire
-$330K -16,341 Closed
RWA
138
Redhawk Wealth Advisors
Minnesota
-$320K -15,871 Closed
CCA
139
Cadent Capital Advisors
Oklahoma
-$166K -8,232 Closed
ASN
140
Advisory Services Network
Georgia
-$102K -5,050 Closed
SOW
141
State of Wyoming
Wyoming
-$55.3K -2,743 Closed
PP
142
PrairieView Partners
Minnesota
-$20K -1,000 Closed
AIM
143
Anchor Investment Management
South Carolina
-$8.07K -400 Closed
TH
144
TCTC Holdings
Texas
-$8.07K -400 Closed
IGWM
145
ICA Group Wealth Management
Colorado
-$3.71K -184 Closed
FGAM
146
Financial Gravity Asset Management
Texas
-$944 -20 Closed

ARLP Hedge Fund Activity: Q2 2023 in Review

128 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q2 2023, worth a combined $484M — down 21% from $610M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ARLP positions and 18 closed out — a net gain of 5 holders — while 45 added to existing stakes and 25 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $5.35M. The largest seller was Morgan Stanley, cutting an estimated $53.7M.

  • 128 institutional investors held Alliance Resource Partners (ARLP) as of Q2 2023, up from 124 in Q1 2023.
  • Funds reported $484M of Alliance Resource Partners stock for Q2 2023, down 21% quarter-over-quarter.
  • 23 funds opened new Alliance Resource Partners positions in Q2 2023 and 18 closed out, a net change of +5 holders.
  • The largest Alliance Resource Partners buyer in Q2 2023 was BNP Paribas Financial Markets, an estimated $5.35M added.
  • The largest Alliance Resource Partners seller in Q2 2023 was Morgan Stanley, an estimated $53.7M sold.

Based on aggregated 13F filings for Q2 2023.