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Alpha Metallurgical Resources

289 hedge funds and large institutions have $3.87B invested in Alpha Metallurgical Resources in 2024 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 81 increasing their positions, 108 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 32

15% more call options, than puts

Call options by funds: $350M | Put options by funds: $304M

13% more funds holding

Funds holding: 256289 (+33)

2.05% more ownership

Funds ownership: 87.89%89.94% (+2%)

2% less capital invested

Capital invested by funds: $3.96B → $3.87B (-$84.8M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

25% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 108

Holders
289
Holders Change
+33
Holders Change %
+12.89%
% of All Funds
4.16%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
69
Increased
81
Reduced
108
Closed
32
Calls
$350M
Puts
$304M
Net Calls
+$45.6M
Net Calls Change
-$70.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
101
MetLife Investment Management
New Jersey
$1.97M -$36.3K -99 -2%
SWP
102
Stratos Wealth Partners
Ohio
$1.96M +$33.7K +92 +2%
LSERS
103
Louisiana State Employees Retirement System
Louisiana
$1.95M
OAC
104
OMERS Administration Corp
Ontario, Canada
$1.95M +$2.16M +5,900 New
TD Asset Management
105
TD Asset Management
Ontario, Canada
$1.92M +$367K +1,000 +21%
OSAM
106
O'Shaughnessy Asset Management
Connecticut
$1.86M -$757K -2,063 -27%
Russell Investments Group
107
Russell Investments Group
United Kingdom
$1.84M +$278K +757 +16%
MIM
108
Meixler Investment Management
Arizona
$1.83M -$378K -1,030 -16%
Osaic Holdings
109
Osaic Holdings
Arizona
$1.76M -$279K -762 -13%
CL
110
CSS LLC
Illinois
$1.76M -$275K -750 -12%
Teacher Retirement System of Texas
111
Teacher Retirement System of Texas
Texas
$1.74M -$456K -1,243 -19%
YCM
112
Yousif Capital Management
Michigan
$1.73M -$337K -918 -15%
SIM
113
SummerHaven Investment Management
Connecticut
$1.6M +$9.54K +26 +0.5%
GAM
114
Gotham Asset Management
New York
$1.55M +$1.12M +3,045 +186%
VOYA Investment Management
115
VOYA Investment Management
Georgia
$1.54M +$9.9K +27 +0.6%
Wolverine Trading
116
Wolverine Trading
Illinois
$1.48M +$695K +1,895 +74%
MSRPS
117
Maryland State Retirement & Pension System
Maryland
$1.47M -$13.6K -37 -0.9%
WCM
118
Wedge Capital Management
North Carolina
$1.42M +$375K +1,022 +31%
PC
119
Prairiewood Capital
North Dakota
$1.34M -$125K -340 -8%
Man Group
120
Man Group
United Kingdom
$1.32M +$1.46M +3,984 New
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$1.27M +$585K +1,596 +71%
AB
122
Amalgamated Bank
New York
$1.24M -$275K -750 -17%
LWP
123
LMG Wealth Partners
Louisiana
$1.24M +$1.37M +3,736 New
UA
124
Unison Advisors
District of Columbia
$1.17M +$3.3K +9 +0.3%
TRSOTSOK
125
Teachers Retirement System of the State of Kentucky
Kentucky
$1.16M +$147K +400 +13%

AMR Hedge Fund Activity: Q1 2024 in Review

289 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alpha Metallurgical Resources (AMR) for Q1 2024, worth a combined $3.87B — down 2.1% from $3.96B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new AMR positions and 32 closed out — a net gain of 37 holders — while 81 added to existing stakes and 108 trimmed.

The largest buyer was Jupiter Asset Management, opening a new position worth an estimated $36.5M. The largest seller was Morgan Stanley, cutting an estimated $43M.

  • 289 institutional investors held Alpha Metallurgical Resources (AMR) as of Q1 2024, up from 256 in Q4 2023.
  • Funds reported $3.87B of Alpha Metallurgical Resources stock for Q1 2024, down 2.1% quarter-over-quarter.
  • 69 funds opened new Alpha Metallurgical Resources positions in Q1 2024 and 32 closed out, a net change of +37 holders.
  • The largest Alpha Metallurgical Resources buyer in Q1 2024 was Jupiter Asset Management, an estimated $36.5M added.
  • The largest Alpha Metallurgical Resources seller in Q1 2024 was Morgan Stanley, an estimated $43M sold.

Based on aggregated 13F filings for Q1 2024.