Alliance Resource Partners
ARLP
138 hedge funds and large institutions have $525M invested in Alliance Resource Partners in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 27 reducing their positions, and 23 closing their positions.
273% more call options, than puts
Call options by funds: $51.1M | Put options by funds: $13.7M
100% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 27
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
1.58% more ownership
Funds ownership: 17.94% → 19.51% (+1.6%)
2% more capital invested
Capital invested by funds: $514M → $525M (+$11.7M)
2% less funds holding
Funds holding: 141 → 138 (-3)
13% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$30M |
| 2 |
IG
ING Group
Amsterdam,
Netherlands
|
+$5.72M |
| 3 |
MG
Magnolia Group
Omaha,
Nebraska
|
+$3.91M |
| 4 |
P3I
Progeny 3 Inc
Kirkland,
Washington
|
+$3.33M |
| 5 |
Jane Street
New York
|
+$2.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$6.35M |
| 2 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
-$3.54M |
| 3 |
TGCMU
Titan Global Capital Management USA
New York
|
-$3.53M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.92M |
| 5 |
OC
Oppenheimer & Co
New York
|
-$2.04M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
151
SeaCrest Wealth Management
Purchase,
New York
| – | -$248K | -11,006 | Closed |
|
|
GI
152
GAMCO Investors
Greenwich,
Connecticut
| – | -$248K | -11,000 | Closed |
|
|
GS
153
GTS Securities
New York
| – | -$232K | -10,720 | Closed |
|
|
SAG
154
SageView Advisory Group
Newport Beach,
California
| – | -$229K | -10,160 | Closed |
|
|
FFS
155
Founders Financial Securities
Towson,
Maryland
| – | -$206K | -9,152 | Closed |
|
156
Mercer Global Advisors
Denver,
Colorado
| – | -$201K | -8,906 | Closed |
|
|
AA
157
AlphaMark Advisors
Ft. Wright,
Kentucky
| – | -$20K | -870 | Closed |
|
|
HIM
158
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$13.4K | -595 | Closed |
|
|
CFD
159
Creative Financial Designs
Kokomo,
Indiana
| – | -$11.3K | -500 | Closed |
|
|
CSPIA
160
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$9.01K | -400 | Closed |
|
|
IBOK
161
Independence Bank of Kentucky
Owensboro,
Kentucky
| – | -$9.01K | -400 | Closed |
|
ARLP Hedge Fund Activity: Q4 2023 in Review
138 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q4 2023, worth a combined $525M — up 2.3% from $514M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of ARLP and 20 opened new positions — a net loss of 3 holders — while 27 trimmed existing stakes and 54 added.
The largest buyer was Morgan Stanley, adding an estimated $30M. The largest seller was Weiss Multi-Strategy Advisers, exiting entirely with an estimated $6.35M sold.
- 138 institutional investors held Alliance Resource Partners (ARLP) as of Q4 2023, down from 141 in Q3 2023.
- Funds reported $525M of Alliance Resource Partners stock for Q4 2023, up 2.3% quarter-over-quarter.
- 20 funds opened new Alliance Resource Partners positions in Q4 2023 and 23 closed out, a net change of -3 holders.
- The largest Alliance Resource Partners buyer in Q4 2023 was Morgan Stanley, an estimated $30M added.
- The largest Alliance Resource Partners seller in Q4 2023 was Weiss Multi-Strategy Advisers, an estimated $6.35M sold.
Based on aggregated 13F filings for Q4 2023.