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Alliance Resource Partners

89 hedge funds and large institutions have $134M invested in Alliance Resource Partners in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

24% more capital invested

Capital invested by funds: $108M → $134M (+$26.2M)

0.75% less ownership

Funds ownership: 18.88%18.14% (-0.75%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2% less funds holding

Funds holding: 9189 (-2)

52% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 29

62% less call options, than puts

Call options by funds: $2.35M | Put options by funds: $6.11M

Holders
89
Holders Change
-2
Holders Change %
-2.2%
% of All Funds
1.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
10
Increased
14
Reduced
29
Closed
11
Calls
$2.35M
Puts
$6.11M
Net Calls
-$3.76M
Net Calls Change
+$601K
Name Holding Trade Value Shares
Change
Change in
Stake
SMA
1
Sage Mountain Advisors
Georgia
$31.8M
MG
2
Magnolia Group
Nebraska
$29.5M
Morgan Stanley
3
Morgan Stanley
New York
$23M -$3.88M -675,876 -15%
JHCP
4
Jackson Hole Capital Partners
Oklahoma
$10.3M +$1.35M +234,661 +15%
MLIM
5
Mountain Lake Investment Management
Florida
$3.78M -$979K -170,500 -21%
N
6
Natixis
France
$2.79M +$2.76M +480,600 New
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$2.27M +$1.99M +346,562 +938%
Invesco
8
Invesco
Georgia
$2.24M
First Manhattan
9
First Manhattan
New York
$2.12M +$362K +63,100 +21%
MVP
10
Miller Value Partners
Florida
$1.57M -$24.7K -4,300 -2%
GCM
11
Granby Capital Management
Florida
$1.45M
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.43M -$782K -136,232 -36%
FCM
13
Fairbanks Capital Management
California
$1.37M +$164K +28,500 +14%
KeyBank National Association
14
KeyBank National Association
Ohio
$1.16M
Citadel Advisors
15
Citadel Advisors
Florida
$1.06M -$225K -39,207 -18%
MWNA
16
Marshall Wace North America
New York
$1.03M +$1.02M +177,401 New
AAA
17
Adams Asset Advisors
Texas
$992K
Deutsche Bank
18
Deutsche Bank
Germany
$971K -$132K -22,993 -12%
COF
19
Capital One Financial
Virginia
$943K -$1.36M -236,508 -59%
Sumitomo Mitsui Trust Group
20
Sumitomo Mitsui Trust Group
Japan
$864K
Goldman Sachs
21
Goldman Sachs
New York
$796K -$29.8K -5,184 -4%
MIAS
22
Mason Investment Advisory Services
Virginia
$747K
PH
23
Pinnacle Holdings
Oklahoma
$700K
ECG
24
Edge Capital Group
Georgia
$667K
SA
25
SoftVest Advisors
Texas
$638K +$632K +110,000 New

ARLP Hedge Fund Activity: Q1 2021 in Review

89 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q1 2021, worth a combined $134M — up 24% from $108M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ARLP and 10 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 14 added.

The largest buyer was Natixis, opening a new position worth an estimated $2.76M. The largest seller was Neuberger Berman Group, cutting an estimated $4.31M.

  • 89 institutional investors held Alliance Resource Partners (ARLP) as of Q1 2021, down from 91 in Q4 2020.
  • Funds reported $134M of Alliance Resource Partners stock for Q1 2021, up 24% quarter-over-quarter.
  • 10 funds opened new Alliance Resource Partners positions in Q1 2021 and 11 closed out, a net change of -1 holder.
  • The largest Alliance Resource Partners buyer in Q1 2021 was Natixis, an estimated $2.76M added.
  • The largest Alliance Resource Partners seller in Q1 2021 was Neuberger Berman Group, an estimated $4.31M sold.

Based on aggregated 13F filings for Q1 2021.