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Alliance Resource Partners

101 hedge funds and large institutions have $456M invested in Alliance Resource Partners in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $7.53M

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

23% more capital invested

Capital invested by funds: $370M → $456M (+$86.1M)

0.36% more ownership

Funds ownership: 23.03%23.39% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less funds holding

Funds holding: 102101 (-1)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

Holders
101
Holders Change
-1
Holders Change %
-0.98%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
14
Increased
33
Reduced
21
Closed
15
Calls
$24.9M
Puts
$7.53M
Net Calls
+$17.4M
Net Calls Change
+$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$143M +$52.8M +3,736,190 +67%
MG
2
Magnolia Group
Nebraska
$76.4M
JP Morgan Chase
3
JP Morgan Chase
New York
$40.3M +$9.83M +695,463 +36%
JHCP
4
Jackson Hole Capital Partners
Oklahoma
$27.7M +$150K +10,585 +0.6%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$18.6M +$4.52M +320,000 +36%
Goldman Sachs
6
Goldman Sachs
New York
$16.3M +$1.15M +81,374 +8%
N
7
Natixis
France
$12.9M +$673K +47,600 +6%
BCM
8
Bienville Capital Management
New York
$9.55M +$8.75M +618,779 New
MVP
9
Miller Value Partners
Florida
$7.84M -$1.31M -92,700 -15%
Bank of America
10
Bank of America
North Carolina
$7.56M +$5.31M +375,241 +327%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$7.42M +$277K +19,614 +4%
Invesco
12
Invesco
Georgia
$7.14M -$393K -27,803 -6%
PGCM
13
Prescott Group Capital Management
Oklahoma
$6.66M +$1.77M +125,469 +41%
RIA
14
Recurrent Investment Advisors
Texas
$6.65M +$2.08M +147,180 +52%
IG
15
ING Group
Netherlands
$4.74M +$2.94M +208,000 +210%
P3I
16
Progeny 3 Inc
Washington
$4.58M +$3.05M +215,475 +264%
FCM
17
Fairbanks Capital Management
California
$4.34M +$42.4K +3,000 +1%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$3.91M -$2.28M -161,590 -39%
HAI
19
Hennessy Advisors Inc
California
$3.4M +$3.11M +220,000 New
KeyBank National Association
20
KeyBank National Association
Ohio
$3.09M
FSC
21
Full Sail Capital
Oklahoma
$2.92M
SEI Investments
22
SEI Investments
Pennsylvania
$2.74M +$476K +33,635 +23%
AAA
23
Adams Asset Advisors
Texas
$2.64M
PI
24
PEAK6 Investments
Illinois
$2.47M -$1.11M -78,597 -33%
MIAS
25
Mason Investment Advisory Services
Virginia
$2.12M +$34.7K +2,451 +2%

ARLP Hedge Fund Activity: Q1 2022 in Review

101 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q1 2022, worth a combined $456M — up 23% from $370M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of ARLP and 14 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 33 added.

The largest buyer was Morgan Stanley, adding an estimated $52.8M. The largest seller was Sage Mountain Advisors, exiting entirely with an estimated $69.4M sold.

  • 101 institutional investors held Alliance Resource Partners (ARLP) as of Q1 2022, down from 102 in Q4 2021.
  • Funds reported $456M of Alliance Resource Partners stock for Q1 2022, up 23% quarter-over-quarter.
  • 14 funds opened new Alliance Resource Partners positions in Q1 2022 and 15 closed out, a net change of -1 holder.
  • The largest Alliance Resource Partners buyer in Q1 2022 was Morgan Stanley, an estimated $52.8M added.
  • The largest Alliance Resource Partners seller in Q1 2022 was Sage Mountain Advisors, an estimated $69.4M sold.

Based on aggregated 13F filings for Q1 2022.