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Alliance Resource Partners

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.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+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: 138143 (+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

Holders
143
Holders Change
+5
Holders Change %
+3.62%
% of All Funds
4.64%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
18
Increased
34
Reduced
51
Closed
12
Calls
$8.52M
Puts
$8.28M
Net Calls
+$237K
Net Calls Change
+$4.54M
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
1
Energy Income Partners
Connecticut
$124M -$4.39M -116,606 -3%
Bank of America
2
Bank of America
North Carolina
$74.1M +$280K +7,452 +0.4%
Allianz Asset Management
3
Allianz Asset Management
Germany
$53.6M -$2.67M -71,000 -5%
First Trust Advisors
4
First Trust Advisors
Illinois
$49.9M -$1.8M -47,828 -3%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$44.4M -$1.58M -42,000 -3%
JP Morgan Chase
6
JP Morgan Chase
New York
$38.9M -$1.51M -40,252 -4%
HCM
7
Hamlin Capital Management
New York
$28.2M +$1.07M +28,342 +4%
EAM
8
Edge Asset Management
Washington
$24.1M +$14.1M +374,110 +130%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$23.9M +$8.46M +225,010 +53%
O
10
OppenheimerFunds
New York
$22.8M -$624K -16,592 -3%
SC
11
Selz Capital
New York
$19.8M
KACA
12
Kayne Anderson Capital Advisors
California
$18.3M +$798K +21,206 +4%
AR
13
Advisory Research
Illinois
$18.1M -$188K -5,000 -1%
IAM
14
Impala Asset Management
Florida
$15.5M +$297K +7,896 +2%
IMS
15
Index Management Solutions
Pennsylvania
$13.4M +$13.6M +360,512 New
CS
16
Credit Suisse
Switzerland
$11.7M -$3.79M -100,716 -24%
TT
17
Tiedemann Trust
Delaware
$9.74M +$1.01M +26,740 +11%
RA
18
Royce & Associates
New York
$9.62M
AAA
19
Adams Asset Advisors
Texas
$8.41M +$208K +5,526 +2%
IG
20
ING Group
Netherlands
$8.32M +$8.5M +226,000 New
1IC
21
1919 Investment Counsel
Maryland
$7.78M +$1.13M +30,000 +17%
AAM
22
Advisors Asset Management
Colorado
$7.01M +$1.71M +45,412 +32%
IA
23
Icon Advisers
Colorado
$6.79M +$6.89M +183,200 New
AFG
24
American Financial Group
Ohio
$6.68M
VanEck Associates
25
VanEck Associates
New York
$5.88M +$172K +4,562 +3%

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.