Alliance Resource Partners
ARLP
143 hedge funds and large institutions have $771M invested in Alliance Resource Partners in 2013 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 51 reducing their positions, and 12 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
50% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 12
12% more capital invested
Capital invested by funds: $686M → $771M (+$84.5M)
4% more funds holding
Funds holding: 138 → 143 (+5)
3% more call options, than puts
Call options by funds: $8.52M | Put options by funds: $8.28M
33% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Edge Asset Management
Seattle,
Washington
|
+$14.1M |
| 2 |
IG
ING Group
Amsterdam,
Netherlands
|
+$8.5M |
| 3 |
Neuberger Berman Group
New York
|
+$8.46M |
| 4 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$6.89M |
| 5 |
RIM
Ranger International Management
Lake Forest,
Illinois
|
+$4.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Energy Income Partners
Westport,
Connecticut
|
-$4.39M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$4.02M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$3.79M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$2.67M |
| 5 |
CL
CFS LLC
Oklahoma City,
Oklahoma
|
-$2.44M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
KeyBank National Association
Cleveland,
Ohio
| – | -$237K | -6,722 | Closed |
|
152
Walleye Trading
New York
| – | -$113K | -3,198 | Closed |
|
|
DADC
153
D.A. Davidson & Co
Great Falls,
Montana
| – | -$63K | -1,800 | Closed |
|
|
RFA
154
Reilly Financial Advisors
La Mesa,
California
| – | -$14K | -400 | Closed |
|
155
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$3K | -78 | Closed |
|
|
GI
156
Gradient Investments
Arden Hills,
Minnesota
| – | -$2K | -70 | Closed |
|
ARLP Hedge Fund Activity: Q3 2013 in Review
143 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q3 2013, worth a combined $771M — up 12% from $686M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new ARLP positions and 12 closed out — a net gain of 6 holders — while 34 added to existing stakes and 51 trimmed.
The largest buyer was Edge Asset Management, adding an estimated $14.1M. The largest seller was Energy Income Partners, cutting an estimated $4.39M.
- 143 institutional investors held Alliance Resource Partners (ARLP) as of Q3 2013, up from 138 in Q2 2013.
- Funds reported $771M of Alliance Resource Partners stock for Q3 2013, up 12% quarter-over-quarter.
- 18 funds opened new Alliance Resource Partners positions in Q3 2013 and 12 closed out, a net change of +6 holders.
- The largest Alliance Resource Partners buyer in Q3 2013 was Edge Asset Management, an estimated $14.1M added.
- The largest Alliance Resource Partners seller in Q3 2013 was Energy Income Partners, an estimated $4.39M sold.
Based on aggregated 13F filings for Q3 2013.