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Alliance Resource Partners

141 hedge funds and large institutions have $514M invested in Alliance Resource Partners in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

379% more call options, than puts

Call options by funds: $58.7M | Put options by funds: $12.2M

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

10% more funds holding

Funds holding: 128141 (+13)

6% more capital invested

Capital invested by funds: $484M → $514M (+$29.4M)

3% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 40

2.65% less ownership

Funds ownership: 20.59%17.94% (-2.7%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
141
Holders Change
+13
Holders Change %
+10.16%
% of All Funds
2.24%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
28
Increased
39
Reduced
40
Closed
15
Calls
$58.7M
Puts
$12.2M
Net Calls
+$46.4M
Net Calls Change
+$9.11M
Name Holding Trade Value Shares
Change
Change in
Stake
MG
1
Magnolia Group
Nebraska
$68.3M +$3.67M +183,873 +6%
P3I
2
Progeny 3 Inc
Washington
$55.1M +$3.02M +151,500 +7%
Bank of America
3
Bank of America
North Carolina
$54.8M -$149K -7,475 -0.3%
JP Morgan Chase
4
JP Morgan Chase
New York
$47.5M -$2.48M -124,349 -6%
JHCP
5
Jackson Hole Capital Partners
Oklahoma
$43.4M +$77.6K +3,891 +0.2%
Morgan Stanley
6
Morgan Stanley
New York
$27.1M -$36.3M -1,822,483 -60%
BCM
7
Bienville Capital Management
New York
$25.6M +$319K +16,004 +1%
Goldman Sachs
8
Goldman Sachs
New York
$19.2M +$9.29M +465,797 +121%
RIA
9
Recurrent Investment Advisors
Texas
$16.6M +$688K +34,500 +5%
Invesco
10
Invesco
Georgia
$9.95M -$207K -10,400 -2%
IG
11
ING Group
Netherlands
$9.46M +$618K +31,000 +8%
First Trust Advisors
12
First Trust Advisors
Illinois
$7.17M +$869K +43,605 +16%
FCM
13
Fairbanks Capital Management
California
$6.42M -$31K -1,553 -0.5%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$6.37M +$2.7M +135,226 +92%
WMSA
15
Weiss Multi-Strategy Advisers
New York
$6.35M +$4.35M +218,371 +343%
PGCM
16
Prescott Group Capital Management
Oklahoma
$5.93M
FSC
17
Full Sail Capital
Oklahoma
$5.91M
AAA
18
Adams Asset Advisors
Texas
$5.89M -$288K -14,448 -5%
HighTower Advisors
19
HighTower Advisors
Illinois
$5.13M -$289K -14,489 -6%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$4.92M -$662K -33,184 -13%
KeyBank National Association
21
KeyBank National Association
Ohio
$4.52M
PIWA
22
Prevail Innovative Wealth Advisors
Kansas
$3.54M -$50.1K -2,511 -2%
TGCMU
23
Titan Global Capital Management USA
New York
$3.53M -$679K -34,069 -18%
MVP
24
Miller Value Partners
Florida
$3.36M -$1.36M -68,000 -31%
HF
25
HRT Financial
New York
$3.12M -$1M -50,378 -27%

ARLP Hedge Fund Activity: Q3 2023 in Review

141 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q3 2023, worth a combined $514M — up 6.1% from $484M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ARLP positions and 15 closed out — a net gain of 13 holders — while 39 added to existing stakes and 40 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $9.29M. The largest seller was Morgan Stanley, cutting an estimated $36.3M.

  • 141 institutional investors held Alliance Resource Partners (ARLP) as of Q3 2023, up from 128 in Q2 2023.
  • Funds reported $514M of Alliance Resource Partners stock for Q3 2023, up 6.1% quarter-over-quarter.
  • 28 funds opened new Alliance Resource Partners positions in Q3 2023 and 15 closed out, a net change of +13 holders.
  • The largest Alliance Resource Partners buyer in Q3 2023 was Goldman Sachs, an estimated $9.29M added.
  • The largest Alliance Resource Partners seller in Q3 2023 was Morgan Stanley, an estimated $36.3M sold.

Based on aggregated 13F filings for Q3 2023.