Alliance Resource Partners
ARLP
123 hedge funds and large institutions have $610M invested in Alliance Resource Partners in 2023 Q1 according to their latest regulatory filings, with 19 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: $9.86M
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
5% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 20
2% less funds holding
Funds holding: 126 → 123 (-3)
4.3% less ownership
Funds ownership: 28.09% → 23.79% (-4.3%)
16% less capital invested
Capital invested by funds: $726M → $610M (-$116M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
P3I
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 |
JHCP
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
+$2.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$70.4M |
| 2 |
N
Natixis
Paris,
France
|
-$32.6M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.34M |
| 4 |
HAI
Hennessy Advisors Inc
Novato,
California
|
-$5.08M |
| 5 |
JP Morgan Chase
New York
|
-$4.73M |
ARLP Hedge Fund Activity: Q1 2023 in Review
123 of the 6,283 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.
Sellers outnumbered buyers: 20 funds closed out of ARLP and 19 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 36 added.
The largest buyer was Progeny 3 Inc, adding an estimated $3.34M. The largest seller was Morgan Stanley, cutting an estimated $70.4M.
- 123 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.
- 19 funds opened new Alliance Resource Partners positions in Q1 2023 and 20 closed out, a net change of -1 holder.
- 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.