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Alliance Resource Partners

155 hedge funds and large institutions have $938M invested in Alliance Resource Partners in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

11% more call options, than puts

Call options by funds: $8.56M | Put options by funds: $7.68M

7% more funds holding

Funds holding: 145155 (+10)

6% more capital invested

Capital invested by funds: $881M → $938M (+$57.2M)

14% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 49

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
155
Holders Change
+10
Holders Change %
+6.9%
% of All Funds
4.46%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
18
Increased
42
Reduced
49
Closed
8
Calls
$8.56M
Puts
$7.68M
Net Calls
+$881K
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
1
Energy Income Partners
Connecticut
$168M +$14.5M +323,933 +10%
Bank of America
2
Bank of America
North Carolina
$96.4M +$1.65M +36,908 +2%
IAM
3
Impala Asset Management
Florida
$71.1M +$9.97M +223,045 +17%
Allianz Asset Management
4
Allianz Asset Management
Germany
$63.5M -$7.15M -160,022 -11%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$48.2M -$9.33M -208,700 -17%
JP Morgan Chase
6
JP Morgan Chase
New York
$40.6M -$3.48M -77,871 -8%
Goldman Sachs
7
Goldman Sachs
New York
$29.2M +$11.3M +251,806 +67%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$28.8M -$781K -17,466 -3%
O
9
OppenheimerFunds
New York
$28.2M -$447K -10,000 -2%
AR
10
Advisory Research
Illinois
$26.5M +$3.4M +76,076 +15%
CS
11
Credit Suisse
Switzerland
$22.3M -$6.36M -142,259 -23%
HCM
12
Hamlin Capital Management
New York
$22.1M -$7.56M -169,102 -26%
RIM
13
Ranger International Management
Illinois
$19M +$370K +8,268 +2%
TT
14
Tiedemann Trust
Delaware
$17.1M +$1.78M +39,760 +12%
IMS
15
Index Management Solutions
Pennsylvania
$16.8M +$1.65M +36,858 +11%
EAM
16
Edge Asset Management
Washington
$13.1M -$1.52M -34,066 -11%
IA
17
Icon Advisers
Colorado
$12.7M -$3.23M -72,300 -21%
Morgan Stanley
18
Morgan Stanley
New York
$12.3M +$2.33M +52,167 +25%
AAM
19
Advisors Asset Management
Colorado
$11.4M +$1.14M +25,606 +12%
BHC
20
Bowen Hanes & Co
Florida
$11.2M
1IC
21
1919 Investment Counsel
Maryland
$9.8M
AFG
22
American Financial Group
Ohio
$8.41M
SC
23
Selz Capital
New York
$8.01M -$5.48M -122,640 -42%
VanEck Associates
24
VanEck Associates
New York
$7.97M +$970K +21,695 +15%
SCM
25
Samson Capital Management
Kansas
$7M +$257K +5,742 +4%

ARLP Hedge Fund Activity: Q2 2014 in Review

155 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q2 2014, worth a combined $938M — up 6.5% from $881M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ARLP positions and 8 closed out — a net gain of 10 holders — while 42 added to existing stakes and 49 trimmed.

The largest buyer was Energy Income Partners, adding an estimated $14.5M. The largest seller was First Trust Advisors, cutting an estimated $50M.

  • 155 institutional investors held Alliance Resource Partners (ARLP) as of Q2 2014, up from 145 in Q1 2014.
  • Funds reported $938M of Alliance Resource Partners stock for Q2 2014, up 6.5% quarter-over-quarter.
  • 18 funds opened new Alliance Resource Partners positions in Q2 2014 and 8 closed out, a net change of +10 holders.
  • The largest Alliance Resource Partners buyer in Q2 2014 was Energy Income Partners, an estimated $14.5M added.
  • The largest Alliance Resource Partners seller in Q2 2014 was First Trust Advisors, an estimated $50M sold.

Based on aggregated 13F filings for Q2 2014.