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Alliance Resource Partners
ARLP

139 hedge funds and large institutions have $475M invested in Alliance Resource Partners in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $22M | Put options by funds: $13.3M

58% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 33

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

1% more funds holding

Funds holding: 138 → 139 (+1)

1.01% less ownership

Funds ownership: 19.51% → 18.51% (-1%)

10% less capital invested

Capital invested by funds: $525M → $475M (-$50.2M)

Holders
139
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
2%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
22
Increased
52
Reduced
33
Closed
21
Calls
$22M
Puts
$13.3M
Net Calls
+$8.73M
Net Calls Change
-$28.7M

Top Buyers

1
RIA
Recurrent Investment Advisors
Texas
+$5.94M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.88M
3
MG
Magnolia Group
Nebraska
+$4.68M
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$3.62M
5
P3I
Progeny 3 Inc
Washington
+$2.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$35.3M
2
IG
ING Group
Netherlands
-$14.5M
3
JP Morgan Chase
JP Morgan Chase
New York
-$7.3M
4
Bank of America
Bank of America
North Carolina
-$6.56M
5
HighTower Advisors
HighTower Advisors
Illinois
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1
Magnolia Group
Nebraska
$69M +$4.68M +229,700 +7%
P3I
2
Progeny 3 Inc
Washington
$54.8M +$2.7M +132,630 +5%
Bank of America
3
Bank of America
North Carolina
$42.3M -$6.56M -321,977 -13%
JHCP
4
Jackson Hole Capital Partners
Oklahoma
$39.5M +$430K +21,125 +1%
JP Morgan Chase
5
JP Morgan Chase
New York
$34.9M -$7.3M -358,117 -17%
ACGA
6
Atlanta Consulting Group Advisors
Georgia
$23.6M +$23.9M +1,175,428 New
RIA
7
Recurrent Investment Advisors
Texas
$20.6M +$5.94M +291,487 +40%
BCM
8
Bienville Capital Management
New York
$20.5M -$2.34M -114,949 -10%
Goldman Sachs
9
Goldman Sachs
New York
$17.2M -$15.6K -767 -0.1%
Morgan Stanley
10
Morgan Stanley
New York
$17.1M -$35.3M -1,734,814 -67%
Invesco
11
Invesco
Georgia
$9.32M +$542K +26,622 +6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$7.21M +$234K +11,482 +3%
VIP
13
Vista Investment Partners
Oklahoma
$6.97M – – –
First Trust Advisors
14
First Trust Advisors
Illinois
$6.7M +$1.11M +54,408 +19%
AAA
15
Adams Asset Advisors
Texas
$6.23M +$71.3K +3,502 +1%
FCM
16
Fairbanks Capital Management
California
$5.82M +$75.9K +3,724 +1%
FSC
17
Full Sail Capital
Oklahoma
$5.06M – – –
Fidelity Investments
18
Fidelity Investments
Massachusetts
$4.81M +$4.88M +239,688 +11,984,400%
PGCM
19
Prescott Group Capital Management
Oklahoma
$4.28M -$1.02M -49,900 -19%
KeyBank National Association
20
KeyBank National Association
Ohio
$4.03M – – –
PIWA
21
Prevail Innovative Wealth Advisors
Kansas
$3.57M +$3.62M +177,872 New
CGA
22
Crescent Grove Advisors
Illinois
$3.51M +$117K +5,752 +3%
HighTower Advisors
23
HighTower Advisors
Illinois
$3.37M -$2.94M -144,183 -46%
EIP
24
Energy Income Partners
Connecticut
$3.14M +$790K +38,775 +33%
Nomura Holdings
25
Nomura Holdings
Japan
$2.99M +$1.53M +75,000 +101%
1
2 3 4 5

ARLP Hedge Fund Activity: Q1 2024 in Review

139 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q1 2024, worth a combined $475M — down 9.5% from $525M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ARLP positions and 21 closed out — a net gain of 1 holder — while 52 added to existing stakes and 33 trimmed.

The largest buyer was Recurrent Investment Advisors, adding an estimated $5.94M. The largest seller was Morgan Stanley, cutting an estimated $35.3M.

  • 139 institutional investors held Alliance Resource Partners (ARLP) as of Q1 2024, up from 138 in Q4 2023.
  • Funds reported $475M of Alliance Resource Partners stock for Q1 2024, down 9.5% quarter-over-quarter.
  • 22 funds opened new Alliance Resource Partners positions in Q1 2024 and 21 closed out, a net change of +1 holder.
  • The largest Alliance Resource Partners buyer in Q1 2024 was Recurrent Investment Advisors, an estimated $5.94M added.
  • The largest Alliance Resource Partners seller in Q1 2024 was Morgan Stanley, an estimated $35.3M sold.

Based on aggregated 13F filings for Q1 2024.