Alliance Resource Partners
ARLP
141 hedge funds and large institutions have $514M invested in Alliance Resource Partners in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 15 closing their positions.
379% more call options, than puts
Call options by funds: $58.7M | Put options by funds: $12.2M
87% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 15
10% more funds holding
Funds holding: 128 → 141 (+13)
6% more capital invested
Capital invested by funds: $484M → $514M (+$29.4M)
3% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 40
2.65% less ownership
Funds ownership: 20.59% → 17.94% (-2.7%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$9.29M |
| 2 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
+$4.35M |
| 3 |
MG
Magnolia Group
Omaha,
Nebraska
|
+$3.67M |
| 4 |
P3I
Progeny 3 Inc
Kirkland,
Washington
|
+$3.02M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$36.3M |
| 2 |
MIAS
Mason Investment Advisory Services
Reston,
Virginia
|
-$23.7M |
| 3 |
N
Natixis
Paris,
France
|
-$23.5M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$6.39M |
| 5 |
JP Morgan Chase
New York
|
-$2.48M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$13.9K | -750 | Closed |
|
|
WAM
152
Worth Asset Management
Dallas,
Texas
| – | -$9.59K | -518 | Closed |
|
|
RI
153
Ridgewood Investments
Springfield,
New Jersey
| – | -$8.88K | -480 | Closed |
|
|
ETC
154
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| – | -$8.45K | -457 | Closed |
|
|
WP
155
WealthPLAN Partners
Omaha,
Nebraska
| – | -$7.4K | -400 | Closed |
|
|
MIM
156
Macroview Investment Management
Bethesda,
Maryland
| – | -$4.38K | -237 | Closed |
|
ARLP Hedge Fund Activity: Q3 2023 in Review
141 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q3 2023, worth a combined $514M — up 6.1% from $484M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new ARLP positions and 15 closed out — a net gain of 13 holders — while 39 added to existing stakes and 40 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $9.29M. The largest seller was Morgan Stanley, cutting an estimated $36.3M.
- 141 institutional investors held Alliance Resource Partners (ARLP) as of Q3 2023, up from 128 in Q2 2023.
- Funds reported $514M of Alliance Resource Partners stock for Q3 2023, up 6.1% quarter-over-quarter.
- 28 funds opened new Alliance Resource Partners positions in Q3 2023 and 15 closed out, a net change of +13 holders.
- The largest Alliance Resource Partners buyer in Q3 2023 was Goldman Sachs, an estimated $9.29M added.
- The largest Alliance Resource Partners seller in Q3 2023 was Morgan Stanley, an estimated $36.3M sold.
Based on aggregated 13F filings for Q3 2023.