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Alpha Metallurgical Resources

123 hedge funds and large institutions have $702M invested in Alpha Metallurgical Resources in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

683% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 6

98% more call options, than puts

Call options by funds: $16.2M | Put options by funds: $8.18M

50% more funds holding

Funds holding: 82123 (+41)

34% more capital invested

Capital invested by funds: $524M → $702M (+$178M)

5.21% more ownership

Funds ownership: 57.25%62.46% (+5.2%)

3% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 32

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
123
Holders Change
+41
Holders Change %
+50%
% of All Funds
1.89%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
47
Increased
33
Reduced
32
Closed
6
Calls
$16.2M
Puts
$8.18M
Net Calls
+$8.05M
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Tudor Investment Corp
101
Tudor Investment Corp
Connecticut
$207K +$188K +3,385 New
Bank of America
102
Bank of America
North Carolina
$174K +$159K +2,861 +35,763%
SLF
103
Sun Life Financial
Ontario, Canada
$151K
CG
104
Cutler Group
California
$141K -$306K -5,520 -70%
DWA
105
Dorsey Wright & Associates
California
$136K +$16.9K +304 +16%
UBS Group
106
UBS Group
Switzerland
$133K +$115K +2,079 +1,943%
Wells Fargo
107
Wells Fargo
California
$99K -$276K -4,983 -75%
S
108
SignatureFD
Georgia
$78K +$6.1K +110 +9%
Marshall Wace
109
Marshall Wace
United Kingdom
$63K +$57.5K +1,036 New
Koshinski Asset Management
110
Koshinski Asset Management
Illinois
$45.7K +$41.5K +748 New
SOW
111
State of Wyoming
Wyoming
$42K +$38.4K +693 New
AWM
112
Activest Wealth Management
Florida
$32K +$29.1K +525 New
PFA
113
Professional Financial Advisors
Nebraska
$18K +$16.3K +294 New
Federated Hermes
114
Federated Hermes
Pennsylvania
$11K +$7.6K +137 +291%
US Bancorp
115
US Bancorp
Minnesota
$7K +$55 +1 +0.8%
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$3K -$477K -8,600 -99%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$3K +$555 +10 +25%
CLOS
118
Compagnie Lombard Odier SCmA
Switzerland
$2K
BBPWM
119
Blue Bell Private Wealth Management
Pennsylvania
$2K +$1.39K +25 New
LWANC
120
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K
OC
121
Oakworth Capital
Alabama
$1K
Assenagon Asset Management
122
Assenagon Asset Management
Luxembourg
-$3.63M -72,817 Closed
CU
123
CQS (US)
New York
-$996K -20,000 Closed
ECA
124
Encompass Capital Advisors
New York
-$963K -19,333 Closed
Wolverine Trading
125
Wolverine Trading
Illinois
-$427K -8,550 Closed

AMR Hedge Fund Activity: Q4 2021 in Review

123 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Alpha Metallurgical Resources (AMR) for Q4 2021, worth a combined $702M — up 34% from $524M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AMR positions and 6 closed out — a net gain of 41 holders — while 33 added to existing stakes and 32 trimmed.

The largest buyer was Hudson Bay Capital Management, adding an estimated $30.6M. The largest seller was Davidson Kempner Capital Management, cutting an estimated $29.8M.

  • 123 institutional investors held Alpha Metallurgical Resources (AMR) as of Q4 2021, up from 82 in Q3 2021.
  • Funds reported $702M of Alpha Metallurgical Resources stock for Q4 2021, up 34% quarter-over-quarter.
  • 47 funds opened new Alpha Metallurgical Resources positions in Q4 2021 and 6 closed out, a net change of +41 holders.
  • The largest Alpha Metallurgical Resources buyer in Q4 2021 was Hudson Bay Capital Management, an estimated $30.6M added.
  • The largest Alpha Metallurgical Resources seller in Q4 2021 was Davidson Kempner Capital Management, an estimated $29.8M sold.

Based on aggregated 13F filings for Q4 2021.