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Alliance Resource Partners

158 hedge funds and large institutions have $891M invested in Alliance Resource Partners in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

45% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 40

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more funds holding

Funds holding: 154158 (+4)

3% more capital invested

Capital invested by funds: $866M → $891M (+$24.4M)

50% less call options, than puts

Call options by funds: $4.57M | Put options by funds: $9.17M

Holders
158
Holders Change
+4
Holders Change %
+2.6%
% of All Funds
4.21%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
24
Increased
58
Reduced
40
Closed
16
Calls
$4.57M
Puts
$9.17M
Net Calls
-$4.6M
Net Calls Change
+$766K
Name Holding Trade Value Shares
Change
Change in
Stake
FNBSF
151
First National Bank Sioux Falls
South Dakota
$17K +$17.8K +400 New
OIA
152
Optimum Investment Advisors
Illinois
$13K
CBT
153
Central Bank & Trust
Kentucky
$10K +$10.5K +236 New
USGIU
154
U.S. Global Investors (USGI)
Texas
$9K
RIA
155
Regal Investment Advisors
Michigan
$6K -$47.6K -1,072 -89%
CIM
156
Contravisory Investment Management
Massachusetts
$5K
FHA
157
First Horizon Advisors
Tennessee
$5K +$4.97K +112 New
BRWA
158
B. Riley Wealth Advisors
Florida
$98 +$101K +2,285 New
Manulife (Manufacturers Life Insurance)
159
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$87 -$5.68K -128 -6%
SCM
160
Samson Capital Management
Kansas
-$6.65M -155,178 Closed
AI
161
Atria Investments
North Carolina
-$2.77M -64,656 Closed
WBC
162
Westpac Banking Corp
Australia
-$2.54M -59,326 Closed
SFM
163
Systematic Financial Management
New Jersey
-$2.02M -47,045 Closed
CCT
164
Country Club Trust
Missouri
-$1.24M -29,010 Closed
HNB
165
Huntington National Bank
Ohio
-$707K -16,500 Closed
VKH
166
Virtu KCG Holdings
New York
-$529K -12,373 Closed
JIP
167
Jaffetilchin Investment Partners
Florida
-$408K -9,534 Closed
HI
168
Horizon Investments
North Carolina
-$399K -9,313 Closed
NCCM
169
Nine Chapters Capital Management
New Jersey
-$317K -7,400 Closed
KeyBank National Association
170
KeyBank National Association
Ohio
-$242K -5,654 Closed
CAS
171
CTC Alternative Strategies
Illinois
-$240K -5,600 Closed
QT
172
Quantbot Technologies
New York
-$169K -3,948 Closed
EWM
173
Elite Wealth Management
Washington
-$86K -2,000 Closed
MHS
174
M Holdings Securities
Oregon
-$23K -530 Closed
SFSIG
175
San Francisco Sentry Investment Group
California
-$13K -300 Closed

ARLP Hedge Fund Activity: Q4 2014 in Review

158 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q4 2014, worth a combined $891M — up 2.8% from $866M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ARLP positions and 16 closed out — a net gain of 8 holders — while 58 added to existing stakes and 40 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $11.3M. The largest seller was Schroder Investment Management Group, cutting an estimated $18.5M.

  • 158 institutional investors held Alliance Resource Partners (ARLP) as of Q4 2014, up from 154 in Q3 2014.
  • Funds reported $891M of Alliance Resource Partners stock for Q4 2014, up 2.8% quarter-over-quarter.
  • 24 funds opened new Alliance Resource Partners positions in Q4 2014 and 16 closed out, a net change of +8 holders.
  • The largest Alliance Resource Partners buyer in Q4 2014 was Goldman Sachs, an estimated $11.3M added.
  • The largest Alliance Resource Partners seller in Q4 2014 was Schroder Investment Management Group, an estimated $18.5M sold.

Based on aggregated 13F filings for Q4 2014.