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Alliance Resource Partners

163 hedge funds and large institutions have $632M invested in Alliance Resource Partners in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

91% more call options, than puts

Call options by funds: $34.7M | Put options by funds: $18.2M

31% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 35

8% more capital invested

Capital invested by funds: $585M → $632M (+$47.2M)

8% more funds holding

Funds holding: 151163 (+12)

0.48% more ownership

Funds ownership: 18.28%18.77% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
163
Holders Change
+12
Holders Change %
+7.95%
% of All Funds
2.15%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
29
Increased
46
Reduced
35
Closed
14
Calls
$34.7M
Puts
$18.2M
Net Calls
+$16.5M
Net Calls Change
-$8.54M
Name Holding Trade Value Shares
Change
Change in
Stake
MG
1
Magnolia Group
Nebraska
$90.3M
P3I
2
Progeny 3 Inc
Washington
$77.4M +$995K +38,030 +1%
JHCP
3
Jackson Hole Capital Partners
Oklahoma
$51.4M -$198K -7,583 -0.4%
Bank of America
4
Bank of America
North Carolina
$49.4M -$8.47M -323,454 -15%
JP Morgan Chase
5
JP Morgan Chase
New York
$47.7M +$1.17M +44,636 +3%
ACGA
6
Atlanta Consulting Group Advisors
Georgia
$30.5M -$157K -6,000 -0.5%
RIA
7
Recurrent Investment Advisors
Texas
$30.3M +$155K +5,925 +0.5%
Morgan Stanley
8
Morgan Stanley
New York
$26.7M -$5.11M -195,294 -16%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$17.7M +$11.5M +439,399 +188%
Goldman Sachs
10
Goldman Sachs
New York
$16.3M +$3.85M +146,915 +31%
Raymond James Financial
11
Raymond James Financial
Florida
$14.6M +$14.5M +553,970 New
Invesco
12
Invesco
Georgia
$11.1M -$449K -17,153 -4%
VIP
13
Vista Investment Partners
Oklahoma
$9.14M
AAA
14
Adams Asset Advisors
Texas
$8.68M
FCM
15
Fairbanks Capital Management
California
$7.93M -$23K -877 -0.3%
Mirae Asset Global ETFs Holdings
16
Mirae Asset Global ETFs Holdings
Hong Kong
$7.47M +$349K +13,316 +5%
BCM
17
Bienville Capital Management
New York
$7.09M -$182K -6,941 -3%
FSC
18
Full Sail Capital
Oklahoma
$6.63M
First Trust Advisors
19
First Trust Advisors
Illinois
$5.72M -$957K -36,561 -14%
PGCM
20
Prescott Group Capital Management
Oklahoma
$5.61M
KeyBank National Association
21
KeyBank National Association
Ohio
$5.26M
NIM
22
NXG Investment Management
Texas
$4.73M +$785K +30,000 +20%
EIP
23
Energy Income Partners
Connecticut
$4.29M +$28.2K +1,079 +0.7%
Citadel Advisors
24
Citadel Advisors
Florida
$3.45M +$3.23M +123,342 +1,564%
HighTower Advisors
25
HighTower Advisors
Illinois
$3.45M -$451K -17,240 -12%

ARLP Hedge Fund Activity: Q4 2024 in Review

163 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Alliance Resource Partners (ARLP) for Q4 2024, worth a combined $632M — up 8.1% from $585M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ARLP positions and 14 closed out — a net gain of 15 holders — while 46 added to existing stakes and 35 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $11.5M. The largest seller was Bank of America, cutting an estimated $8.47M.

  • 163 institutional investors held Alliance Resource Partners (ARLP) as of Q4 2024, up from 151 in Q3 2024.
  • Funds reported $632M of Alliance Resource Partners stock for Q4 2024, up 8.1% quarter-over-quarter.
  • 29 funds opened new Alliance Resource Partners positions in Q4 2024 and 14 closed out, a net change of +15 holders.
  • The largest Alliance Resource Partners buyer in Q4 2024 was Fidelity Investments, an estimated $11.5M added.
  • The largest Alliance Resource Partners seller in Q4 2024 was Bank of America, an estimated $8.47M sold.

Based on aggregated 13F filings for Q4 2024.