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Alpha Metallurgical Resources

206 hedge funds and large institutions have $1.76B invested in Alpha Metallurgical Resources in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 71 increasing their positions, 76 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $180M | Put options by funds: $81.7M

7% more capital invested

Capital invested by funds: $1.65B → $1.76B (+$110M)

2.96% more ownership

Funds ownership: 73.02%75.97% (+3%)

7% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 76

6% less funds holding

Funds holding: 218206 (-12)

27% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 41

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
206
Holders Change
-12
Holders Change %
-5.5%
% of All Funds
3.28%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
30
Increased
71
Reduced
76
Closed
41
Calls
$180M
Puts
$81.7M
Net Calls
+$97.9M
Net Calls Change
+$51.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
176
Ohio Public Employees Retirement System (OPERS)
Ohio
$28K -$4.96K -31 -15%
Federated Hermes
177
Federated Hermes
Pennsylvania
$21.7K +$8.16K +51 +58%
BTI
178
Blue Trust Inc
Georgia
$18K -$4.32K -27 -18%
BFEC
179
Benjamin F. Edwards & Company
Missouri
$16K
US Bancorp
180
US Bancorp
Minnesota
$10.8K -$5.44K -34 -33%
LC
181
Lindbrook Capital
California
$7.64K +$2.72K +17 +53%
FHA
182
First Horizon Advisors
Tennessee
$5.3K +$3.52K +22 +183%
IFAM
183
Institutional & Family Asset Management
Colorado
$5.03K
SS
184
Sunbelt Securities
Texas
$4.75K +$4.96K +31 New
CLOS
185
Compagnie Lombard Odier SCmA
Switzerland
$4.21K
CAL
186
Capital Advisors Ltd
Ohio
$4K
LWANC
187
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.74K
OC
188
Oakworth Capital
Alabama
$3.74K
AF
189
Advisornet Financial
Minnesota
$3.12K -$160 -1 -5%
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$2.65K
PA
191
Parallel Advisors
California
$2.65K +$1.92K +12 +240%
LF
192
Lee Financial
Texas
$1.56K
GWM
193
Geneos Wealth Management
Colorado
$1.4K
SC
194
Schubert & Co
Texas
$1.25K +$320 +2 +33%
SFG
195
Steward Financial Group
Texas
$1K +$1.28K +8 +267%
NC
196
NewSquare Capital
Pennsylvania
$936
JWA
197
JFS Wealth Advisors
Pennsylvania
$936 +$160 +1 +20%
CWC
198
Carolinas Wealth Consulting
North Carolina
$626
BIA
199
Bell Investment Advisors
California
$624 -$480 -3 -43%
SIC
200
SJS Investment Consulting
Ohio
$624 +$160 +1 +33%

AMR Hedge Fund Activity: Q1 2023 in Review

206 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Alpha Metallurgical Resources (AMR) for Q1 2023, worth a combined $1.76B — up 6.7% from $1.65B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of AMR and 30 opened new positions — a net loss of 11 holders — while 76 trimmed existing stakes and 71 added.

The largest buyer was Envestnet Asset Management, adding an estimated $35.4M. The largest seller was Gendell Jeffrey L, cutting an estimated $22.6M.

  • 206 institutional investors held Alpha Metallurgical Resources (AMR) as of Q1 2023, down from 218 in Q4 2022.
  • Funds reported $1.76B of Alpha Metallurgical Resources stock for Q1 2023, up 6.7% quarter-over-quarter.
  • 30 funds opened new Alpha Metallurgical Resources positions in Q1 2023 and 41 closed out, a net change of -11 holders.
  • The largest Alpha Metallurgical Resources buyer in Q1 2023 was Envestnet Asset Management, an estimated $35.4M added.
  • The largest Alpha Metallurgical Resources seller in Q1 2023 was Gendell Jeffrey L, an estimated $22.6M sold.

Based on aggregated 13F filings for Q1 2023.