We are live on ! Find out more
ARLP icon

Alliance Resource Partners
ARLP

139 hedge funds and large institutions have $475M invested in Alliance Resource Partners in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $22M | Put options by funds: $13.3M

58% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 33

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

1% more funds holding

Funds holding: 138 → 139 (+1)

1.01% less ownership

Funds ownership: 19.51% → 18.51% (-1%)

10% less capital invested

Capital invested by funds: $525M → $475M (-$50.2M)

Holders
139
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
2%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
22
Increased
52
Reduced
33
Closed
21
Calls
$22M
Puts
$13.3M
Net Calls
+$8.73M
Net Calls Change
-$28.7M

Top Buyers

1
RIA
Recurrent Investment Advisors
Texas
+$5.94M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.88M
3
MG
Magnolia Group
Nebraska
+$4.68M
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$3.62M
5
P3I
Progeny 3 Inc
Washington
+$2.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$35.3M
2
IG
ING Group
Netherlands
-$14.5M
3
JP Morgan Chase
JP Morgan Chase
New York
-$7.3M
4
Bank of America
Bank of America
North Carolina
-$6.56M
5
HighTower Advisors
HighTower Advisors
Illinois
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$10.7K +$8.88K +436 +436%
CA
127
Crewe Advisors
Utah
$10.3K +$3.36K +165 +48%
HI
128
Harbour Investments
Wisconsin
$8.74K – – –
NFSG
129
Newbridge Financial Services Group
Florida
$8.02K +$8.15K +400 New
NS
130
NBC Securities
Alabama
$8K – – –
PA
131
Parallel Advisors
California
$7.4K +$6.23K +306 +486%
SS
132
Sunbelt Securities
Texas
$7.13K +$244 +12 +3%
HNB
133
Hilltop National Bank
Wyoming
$6.01K +$6.11K +300 New
CSB
134
City State Bank
Iowa
$6K – – –
First Manhattan
135
First Manhattan
New York
$5.01K +$5.09K +250 New
FFA
136
Farther Finance Advisors
California
$4.64K -$4.07K -200 -47%
CPBTD
137
Central Pacific Bank - Trust Division
Hawaii
$1.05K +$1.06K +52 New
SWM
138
Spire Wealth Management
Virginia
$865 +$20 +1 +2%
HNB
139
Huntington National Bank
Ohio
$20 +$20 +1 New
IG
140
ING Group
Netherlands
– -$14.5M -684,000 Closed
Jane Street
141
Jane Street
New York
– -$1.9M -93,459 Closed
GCP
142
GSA Capital Partners
United Kingdom
– -$1.68M -79,078 Closed
AWM
143
AE Wealth Management
Kansas
– -$532K -24,441 Closed
CIM
144
Chiron Investment Management
New York
– -$480K -22,686 Closed
SSG
145
Summit Securities Group
New York
– -$375K -17,700 Closed
AA
146
ALPS Advisors
Colorado
– -$341K -16,083 Closed
DF
147
Donoghue Forlines
Massachusetts
– -$323K -15,251 Closed
Mariner
148
Mariner
Kansas
– -$240K -11,353 Closed
CMF
149
Counterpoint Mutual Funds
California
– -$211K -9,943 Closed
ASN
150
Advisory Services Network
Georgia
– -$182K -8,600 Closed
3 4 5
6
7

ARLP Hedge Fund Activity: Q1 2024 in Review

139 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q1 2024, worth a combined $475M — down 9.5% from $525M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ARLP positions and 21 closed out — a net gain of 1 holder — while 52 added to existing stakes and 33 trimmed.

The largest buyer was Recurrent Investment Advisors, adding an estimated $5.94M. The largest seller was Morgan Stanley, cutting an estimated $35.3M.

  • 139 institutional investors held Alliance Resource Partners (ARLP) as of Q1 2024, up from 138 in Q4 2023.
  • Funds reported $475M of Alliance Resource Partners stock for Q1 2024, down 9.5% quarter-over-quarter.
  • 22 funds opened new Alliance Resource Partners positions in Q1 2024 and 21 closed out, a net change of +1 holder.
  • The largest Alliance Resource Partners buyer in Q1 2024 was Recurrent Investment Advisors, an estimated $5.94M added.
  • The largest Alliance Resource Partners seller in Q1 2024 was Morgan Stanley, an estimated $35.3M sold.

Based on aggregated 13F filings for Q1 2024.