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Alliance Resource Partners
ARLP

105 hedge funds and large institutions have $64.6M invested in Alliance Resource Partners in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 28

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4.1% less ownership

Funds ownership: 20.42% → 16.32% (-4.1%)

12% less funds holding

Funds holding: 119 → 105 (-14)

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

77% less capital invested

Capital invested by funds: $283M → $64.6M (-$219M)

83% less call options, than puts

Call options by funds: $1.68M | Put options by funds: $9.75M

Holders
105
Holders Change
-14
Holders Change %
-11.76%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
29
Reduced
28
Closed
26
Calls
$1.68M
Puts
$9.75M
Net Calls
-$8.07M
Net Calls Change
+$7.46M

Top Buyers

1
MG
Magnolia Group
Nebraska
+$6.52M
2
JP Morgan Chase
JP Morgan Chase
New York
+$1.94M
3
PGCM
Prescott Group Capital Management
Oklahoma
+$1.82M
4
SFI
Susquehanna Fundamental Investments
Pennsylvania
+$795K
5
CS
Credit Suisse
Switzerland
+$748K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$19M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$9.73M
3
Morgan Stanley
Morgan Stanley
New York
-$6.17M
4
Bank of America
Bank of America
North Carolina
-$5.91M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$5.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1
Magnolia Group
Nebraska
$16.7M +$6.52M +846,668 +19%
EIP
2
Energy Income Partners
Connecticut
$14.6M -$781K -101,479 -2%
Morgan Stanley
3
Morgan Stanley
New York
$4.86M -$6.17M -801,334 -34%
JHCP
4
Jackson Hole Capital Partners
Oklahoma
$4.78M -$221K -28,686 -2%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$3.94M -$9.73M -1,264,212 -50%
MLIM
6
Mountain Lake Investment Management
Florida
$2.15M +$666K +86,500 +14%
AAA
7
Adams Asset Advisors
Texas
$1.68M +$383K +49,684 +10%
Invesco
8
Invesco
Georgia
$1.26M – – –
COF
9
Capital One Financial
Virginia
$1.24M +$3.07M +399,107 New
PGCM
10
Prescott Group Capital Management
Oklahoma
$1.23M +$1.82M +235,780 +147%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$1.16M +$133K +17,263 +5%
Stifel Financial
12
Stifel Financial
Missouri
$1.15M +$520K +67,533 +22%
JP Morgan Chase
13
JP Morgan Chase
New York
$870K +$1.94M +252,172 +884%
TA
14
Tiedemann Advisors
New York
$648K -$372K -48,322 -19%
FCM
15
Fairbanks Capital Management
California
$543K -$305K -39,598 -18%
PH
16
Pinnacle Holdings
Oklahoma
$537K -$26.6K -3,454 -2%
Goldman Sachs
17
Goldman Sachs
New York
$506K -$19M -2,463,554 -94%
MIAS
18
Mason Investment Advisory Services
Virginia
$399K +$48.2K +6,255 +5%
CS
19
Credit Suisse
Switzerland
$365K +$748K +97,140 +468%
ECG
20
Edge Capital Group
Georgia
$357K +$385K +49,961 +77%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$355K +$183K +23,713 +26%
Barclays
22
Barclays
United Kingdom
$347K +$683K +88,731 +381%
Bank of America
23
Bank of America
North Carolina
$322K -$5.91M -767,855 -88%
SFI
24
Susquehanna Fundamental Investments
Pennsylvania
$320K +$795K +103,241 New
GT
25
Glenmede Trust
Pennsylvania
$250K – – –
1
2 3 4 5

ARLP Hedge Fund Activity: Q1 2020 in Review

105 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q1 2020, worth a combined $64.6M — down 77% from $283M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of ARLP and 16 opened new positions — a net loss of 10 holders — while 28 trimmed existing stakes and 29 added.

The largest buyer was Magnolia Group, adding an estimated $6.52M. The largest seller was Goldman Sachs, cutting an estimated $19M.

  • 105 institutional investors held Alliance Resource Partners (ARLP) as of Q1 2020, down from 119 in Q4 2019.
  • Funds reported $64.6M of Alliance Resource Partners stock for Q1 2020, down 77% quarter-over-quarter.
  • 16 funds opened new Alliance Resource Partners positions in Q1 2020 and 26 closed out, a net change of -10 holders.
  • The largest Alliance Resource Partners buyer in Q1 2020 was Magnolia Group, an estimated $6.52M added.
  • The largest Alliance Resource Partners seller in Q1 2020 was Goldman Sachs, an estimated $19M sold.

Based on aggregated 13F filings for Q1 2020.