Alliance Resource Partners
ARLP
143 hedge funds and large institutions have $780M invested in Alliance Resource Partners in 2013 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 50 reducing their positions, and 12 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
50% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 12
13% more capital invested
Capital invested by funds: $688M → $780M (+$91.9M)
4% more funds holding
Funds holding: 138 → 143 (+5)
3% more call options, than puts
Call options by funds: $8.52M | Put options by funds: $8.28M
30% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$22.5M |
| 2 |
IG
ING Group
Amsterdam,
Netherlands
|
+$8.5M |
| 3 |
Neuberger Berman Group
New York
|
+$8.46M |
| 4 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$6.89M |
| 5 |
RIM
Ranger International Management
Lake Forest,
Illinois
|
+$4.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Energy Income Partners
Westport,
Connecticut
|
-$4.39M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$4.02M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$3.79M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$2.67M |
| 5 |
CL
CFS LLC
Oklahoma City,
Oklahoma
|
-$2.44M |
ARLP Hedge Fund Activity: Q3 2013 in Review
143 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q3 2013, worth a combined $780M — up 13% from $688M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new ARLP positions and 12 closed out — a net gain of 6 holders — while 35 added to existing stakes and 50 trimmed.
The largest buyer was OppenheimerFunds, adding an estimated $22.5M. 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 $780M of Alliance Resource Partners stock for Q3 2013, up 13% 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 OppenheimerFunds, an estimated $22.5M 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.