Alliance Resource Partners
ARLP
124 hedge funds and large institutions have $610M invested in Alliance Resource Partners in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 20 closing their positions.
530% more call options, than puts
Call options by funds: $62.2M | Put options by funds: $9.9M
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
13% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 32
0% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 20
2% less funds holding
Funds holding: 126 → 124 (-2)
4.3% less ownership
Funds ownership: 28.09% → 23.79% (-4.3%)
80% less capital inflows, than outflows
Capital inflows: $27.6M | Capital outflows: $139M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Progeny 3 Inc
Kirkland,
Washington
|
+$3.34M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.18M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.89M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$2.31M |
| 5 |
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
+$2.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$70.4M |
| 2 |
Natixis
Paris,
France
|
-$32.6M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.34M |
| 4 |
Hennessy Advisors Inc
Novato,
California
|
-$5.08M |
| 5 |
JP Morgan Chase
New York
|
-$4.73M |
ARLP Hedge Fund Activity: Q1 2023 in Review
124 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q1 2023, worth a combined $610M — down 16% from $726M a quarter earlier.
Fund positioning in ARLP was balanced in Q1 2023: 20 funds opened new positions, 20 closed out, 36 added to existing stakes and 32 trimmed.
The largest buyer was Progeny 3 Inc, adding an estimated $3.34M. The largest seller was Morgan Stanley, cutting an estimated $70.4M.
- 124 institutional investors held Alliance Resource Partners (ARLP) as of Q1 2023, down from 126 in Q4 2022.
- Funds reported $610M of Alliance Resource Partners stock for Q1 2023, down 16% quarter-over-quarter.
- 20 funds opened new Alliance Resource Partners positions in Q1 2023 and 20 closed out, a net change of 0 holders.
- The largest Alliance Resource Partners buyer in Q1 2023 was Progeny 3 Inc, an estimated $3.34M added.
- The largest Alliance Resource Partners seller in Q1 2023 was Morgan Stanley, an estimated $70.4M sold.
Based on aggregated 13F filings for Q1 2023.