Alliance Resource Partners
ARLP
136 hedge funds and large institutions have $520M invested in Alliance Resource Partners in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 27 closing their positions.
1,163% more call options, than puts
Call options by funds: $79.3M | Put options by funds: $6.28M
31% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 39
9% less funds holding
Funds holding: 150 → 136 (-14)
24% less capital invested
Capital invested by funds: $685M → $520M (-$164M)
44% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Edge Asset Management
Seattle,
Washington
|
+$12.6M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$8.34M |
| 3 |
EIP
Energy Income Partners
Westport,
Connecticut
|
+$7.37M |
| 4 |
Renaissance Technologies
New York
|
+$7.26M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$4.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
-$31.6M |
| 2 |
RIM
Ranger International Management
Lake Forest,
Illinois
|
-$12.2M |
| 3 |
Goldman Sachs
New York
|
-$5.65M |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$3.14M |
| 5 |
BC
Burney Company
Reston,
Virginia
|
-$3.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$246K | -7,346 | Closed |
|
|
CIA
152
Capital Investment Advisors
Atlanta,
Georgia
| – | -$236K | -7,045 | Closed |
|
|
PAMG
153
Patton Albertson Miller Group
Chattanooga,
Tennessee
| – | -$223K | -6,660 | Closed |
|
|
TYCC
154
Texas Yale Capital Corp
St. Petersburg,
Florida
| – | -$216K | -6,450 | Closed |
|
|
MIM
155
Montgomery Investment Management
Rockville,
Maryland
| – | -$201K | -6,000 | Closed |
|
156
AllianceBernstein
Nashville,
Tennessee
| – | -$164K | -4,900 | Closed |
|
157
Group One Trading
Chicago,
Illinois
| – | -$141K | -4,633 | Closed |
|
|
WA
158
WealthTrust-Arizona
Scottsdale,
Arizona
| – | -$67K | -2,000 | Closed |
|
|
VNA
159
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$27K | -803 | Closed |
|
|
BC
160
Brookfield Corp
Toronto,
Ontario, Canada
| – | -$21K | -630 | Closed |
|
161
Simplex Trading
Chicago,
Illinois
| – | -$8.19K | -269 | Closed |
|
|
FHA
162
First Horizon Advisors
Memphis,
Tennessee
| – | -$4K | -112 | Closed |
|
|
W
163
Wealthfront
Palo Alto,
California
| – | +$396 | +13 | New |
|
ARLP Hedge Fund Activity: Q2 2015 in Review
136 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q2 2015, worth a combined $520M — down 24% from $685M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of ARLP and 15 opened new positions — a net loss of 12 holders — while 39 trimmed existing stakes and 51 added.
The largest buyer was Edge Asset Management, adding an estimated $12.6M. The largest seller was Impala Asset Management, exiting entirely with an estimated $31.6M sold.
- 136 institutional investors held Alliance Resource Partners (ARLP) as of Q2 2015, down from 150 in Q1 2015.
- Funds reported $520M of Alliance Resource Partners stock for Q2 2015, down 24% quarter-over-quarter.
- 15 funds opened new Alliance Resource Partners positions in Q2 2015 and 27 closed out, a net change of -12 holders.
- The largest Alliance Resource Partners buyer in Q2 2015 was Edge Asset Management, an estimated $12.6M added.
- The largest Alliance Resource Partners seller in Q2 2015 was Impala Asset Management, an estimated $31.6M sold.
Based on aggregated 13F filings for Q2 2015.