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Alpha Metallurgical Resources

220 hedge funds and large institutions have $2.76B invested in Alpha Metallurgical Resources in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 64 increasing their positions, 86 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 30

70% more call options, than puts

Call options by funds: $317M | Put options by funds: $187M

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

52% more capital invested

Capital invested by funds: $1.81B → $2.76B (+$947M)

11% more funds holding

Funds holding: 199220 (+21)

1.79% more ownership

Funds ownership: 76.14%77.93% (+1.8%)

26% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 86

Holders
220
Holders Change
+21
Holders Change %
+10.55%
% of All Funds
3.49%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.21%
New
53
Increased
64
Reduced
86
Closed
30
Calls
$317M
Puts
$187M
Net Calls
+$130M
Net Calls Change
+$47.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DS
151
DRW Securities
Illinois
$416K +$313K +1,600 New
Mackenzie Financial
152
Mackenzie Financial
Ontario, Canada
$411K -$150K -766 -32%
AA
153
ALPS Advisors
Colorado
$407K -$66.4K -340 -18%
GCM
154
Greenland Capital Management
New York
$402K +$302K +1,547 New
Fidelity Investments
155
Fidelity Investments
Massachusetts
$395K +$3.71K +19 +1%
MCM
156
MAI Capital Management
Ohio
$342K -$70.5K -361 -22%
AB
157
Amalgamated Bank
New York
$339K -$22.3K -114 -8%
LFAS
158
Level Four Advisory Services
Texas
$338K +$254K +1,300 New
Allspring Global Investments
159
Allspring Global Investments
North Carolina
$333K -$77.7K -398 -24%
AIP
160
Ameritas Investment Partners
Nebraska
$325K +$35.4K +181 +17%
NA
161
Navellier & Associates
Nevada
$313K +$235K +1,205 New
FIM
162
Freedom Investment Management
Connecticut
$291K -$54.1K -277 -20%
NC
163
NinePointTwo Capital
California
$289K -$43.8K -224 -17%
Man Group
164
Man Group
United Kingdom
$287K -$353K -1,808 Closed
Citigroup
165
Citigroup
New York
$281K -$907K -4,644 -81%
RA
166
Royce & Associates
New York
$280K +$211K +1,079 New
AWM
167
Affinity Wealth Management
Delaware
$263K +$198K +1,014 New
OC
168
Oppenheimer & Co
New York
$261K +$196K +1,004 New
M&T Bank
169
M&T Bank
New York
$259K +$195K +999 New
GC
170
Guggenheim Capital
Illinois
$255K +$192K +982 New
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$249K +$188K +960 New
RIA
172
Recurrent Investment Advisors
Texas
$247K +$186K +950 New
Prudential Financial
173
Prudential Financial
New Jersey
$237K -$1.89M -9,700 -91%
VPIM
174
Vanguard Personalized Indexing Management
California
$222K +$167K +854 New
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$211K +$167K +853 New

AMR Hedge Fund Activity: Q3 2023 in Review

220 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Alpha Metallurgical Resources (AMR) for Q3 2023, worth a combined $2.76B — up 52% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new AMR positions and 30 closed out — a net gain of 23 holders — while 64 added to existing stakes and 86 trimmed.

The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $96.9M. The largest seller was Hudson Bay Capital Management, exiting entirely with an estimated $81.5M sold.

  • 220 institutional investors held Alpha Metallurgical Resources (AMR) as of Q3 2023, up from 199 in Q2 2023.
  • Funds reported $2.76B of Alpha Metallurgical Resources stock for Q3 2023, up 52% quarter-over-quarter.
  • 53 funds opened new Alpha Metallurgical Resources positions in Q3 2023 and 30 closed out, a net change of +23 holders.
  • The largest Alpha Metallurgical Resources buyer in Q3 2023 was Fuller & Thaler Asset Management, an estimated $96.9M added.
  • The largest Alpha Metallurgical Resources seller in Q3 2023 was Hudson Bay Capital Management, an estimated $81.5M sold.

Based on aggregated 13F filings for Q3 2023.