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Alliance Resource Partners

102 hedge funds and large institutions have $370M invested in Alliance Resource Partners in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more capital invested

Capital invested by funds: $253M → $370M (+$117M)

44% more call options, than puts

Call options by funds: $20.2M | Put options by funds: $14.1M

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

17% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 24

4.69% more ownership

Funds ownership: 18.34%23.03% (+4.7%)

3% more funds holding

Funds holding: 99102 (+3)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
102
Holders Change
+3
Holders Change %
+3.03%
% of All Funds
1.57%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
17
Increased
28
Reduced
24
Closed
14
Calls
$20.2M
Puts
$14.1M
Net Calls
+$6.16M
Net Calls Change
+$7.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$70.2M +$49.1M +4,358,375 +365%
SMA
2
Sage Mountain Advisors
Georgia
$69.4M
MG
3
Magnolia Group
Nebraska
$62.6M -$4.64M -411,277 -8%
JP Morgan Chase
4
JP Morgan Chase
New York
$24.2M +$14.9M +1,317,347 +219%
JHCP
5
Jackson Hole Capital Partners
Oklahoma
$22.5M -$288K -25,570 -1%
Goldman Sachs
6
Goldman Sachs
New York
$12.3M +$1.94M +171,716 +21%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$11M +$5.83M +517,300 +142%
N
8
Natixis
France
$10M +$3.5M +310,600 +65%
MVP
9
Miller Value Partners
Florida
$7.59M +$3.1M +275,000 +84%
Invesco
10
Invesco
Georgia
$6.2M +$263K +23,329 +5%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$5.83M +$2.74M +243,310 +111%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$5.25M -$1.25M -110,977 -21%
PGCM
13
Prescott Group Capital Management
Oklahoma
$3.87M
RIA
14
Recurrent Investment Advisors
Texas
$3.59M +$524K +46,480 +20%
FCM
15
Fairbanks Capital Management
California
$3.52M
PI
16
PEAK6 Investments
Illinois
$3.02M +$774K +68,685 +40%
GCM
17
Granby Capital Management
Florida
$2.75M -$1.13M -100,000 -32%
FSC
18
Full Sail Capital
Oklahoma
$2.64M
KeyBank National Association
19
KeyBank National Association
Ohio
$2.53M
AAA
20
Adams Asset Advisors
Texas
$2.16M
COF
21
Capital One Financial
Virginia
$2.06M
Citadel Advisors
22
Citadel Advisors
Florida
$1.99M -$1.37M -121,928 -44%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$1.88M +$1.68M +149,091 New
SEI Investments
24
SEI Investments
Pennsylvania
$1.82M +$1.06M +94,366 +191%
MIAS
25
Mason Investment Advisory Services
Virginia
$1.71M +$27.4K +2,434 +2%

ARLP Hedge Fund Activity: Q4 2021 in Review

102 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q4 2021, worth a combined $370M — up 46% from $253M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ARLP positions and 14 closed out — a net gain of 3 holders — while 28 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $49.1M. The largest seller was Magnolia Group, cutting an estimated $4.64M.

  • 102 institutional investors held Alliance Resource Partners (ARLP) as of Q4 2021, up from 99 in Q3 2021.
  • Funds reported $370M of Alliance Resource Partners stock for Q4 2021, up 46% quarter-over-quarter.
  • 17 funds opened new Alliance Resource Partners positions in Q4 2021 and 14 closed out, a net change of +3 holders.
  • The largest Alliance Resource Partners buyer in Q4 2021 was Morgan Stanley, an estimated $49.1M added.
  • The largest Alliance Resource Partners seller in Q4 2021 was Magnolia Group, an estimated $4.64M sold.

Based on aggregated 13F filings for Q4 2021.