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Alpha Metallurgical Resources

199 hedge funds and large institutions have $1.81B invested in Alpha Metallurgical Resources in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 60 increasing their positions, 81 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $165M | Put options by funds: $82.5M

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

3% more capital invested

Capital invested by funds: $1.76B → $1.81B (+$48.3M)

0.17% more ownership

Funds ownership: 75.97%76.14% (+0.17%)

3% less funds holding

Funds holding: 206199 (-7)

12% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 43

26% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 81

Holders
199
Holders Change
-7
Holders Change %
-3.4%
% of All Funds
3.12%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
38
Increased
60
Reduced
81
Closed
43
Calls
$165M
Puts
$82.5M
Net Calls
+$82.2M
Net Calls Change
-$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
51
Premier Fund Managers
United Kingdom
$3.65M -$3.38M -22,100 -50%
Barclays
52
Barclays
United Kingdom
$3.64M +$1.26M +8,262 +59%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$3.53M -$10.2K -67 -0.3%
Group One Trading
54
Group One Trading
Illinois
$3.25M -$2.53M -16,567 -46%
Bank of America
55
Bank of America
North Carolina
$3.25M -$3.47M -22,664 -53%
HAI
56
Hennessy Advisors Inc
California
$2.96M -$153K -1,000 -5%
UBS Group
57
UBS Group
Switzerland
$2.92M +$1.77M +11,590 +188%
VRS
58
Virginia Retirement Systems
Virginia
$2.71M +$520K +3,400 +26%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$2.66M -$424K -2,772 -15%
CS
60
Credit Suisse
Switzerland
$2.56M +$414K +2,707 +21%
Victory Capital Management
61
Victory Capital Management
Texas
$2.49M +$462K +3,024 +25%
Adage Capital Partners
62
Adage Capital Partners
Massachusetts
$2.47M +$2.29M +15,000 New
PI
63
Putnam Investments
Massachusetts
$2.37M +$124K +809 +6%
HF
64
HRT Financial
New York
$2.33M +$2.17M +14,207 New
Millennium Management
65
Millennium Management
New York
$2.21M +$949K +6,208 +86%
Legal & General Group
66
Legal & General Group
United Kingdom
$2.18M -$224K -1,463 -10%
Voloridge Investment Management
67
Voloridge Investment Management
Florida
$2.15M +$735K +4,805 +58%
GAM
68
Gotham Asset Management
New York
$2.08M -$505K -3,303 -21%
Teacher Retirement System of Texas
69
Teacher Retirement System of Texas
Texas
$2.02M -$345K -2,258 -16%
Wells Fargo
70
Wells Fargo
California
$2M +$292K +1,908 +19%
SFI
71
Susquehanna Fundamental Investments
Pennsylvania
$1.94M -$1.21M -7,944 -40%
Two Sigma Advisers
72
Two Sigma Advisers
New York
$1.86M -$6.99M -45,700 -80%
OSAM
73
O'Shaughnessy Asset Management
Connecticut
$1.83M -$596K -3,900 -26%
Prudential Financial
74
Prudential Financial
New Jersey
$1.74M -$36.2K -237 -2%
MIM
75
Meixler Investment Management
Arizona
$1.63M +$596K +3,900 +65%

AMR Hedge Fund Activity: Q2 2023 in Review

199 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Alpha Metallurgical Resources (AMR) for Q2 2023, worth a combined $1.81B — up 2.7% from $1.76B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of AMR and 38 opened new positions — a net loss of 5 holders — while 81 trimmed existing stakes and 60 added.

The largest buyer was Dalal Street, opening a new position worth an estimated $55.4M. The largest seller was Envestnet Asset Management, cutting an estimated $33.8M.

  • 199 institutional investors held Alpha Metallurgical Resources (AMR) as of Q2 2023, down from 206 in Q1 2023.
  • Funds reported $1.81B of Alpha Metallurgical Resources stock for Q2 2023, up 2.7% quarter-over-quarter.
  • 38 funds opened new Alpha Metallurgical Resources positions in Q2 2023 and 43 closed out, a net change of -5 holders.
  • The largest Alpha Metallurgical Resources buyer in Q2 2023 was Dalal Street, an estimated $55.4M added.
  • The largest Alpha Metallurgical Resources seller in Q2 2023 was Envestnet Asset Management, an estimated $33.8M sold.

Based on aggregated 13F filings for Q2 2023.