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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
IA
176
IFP Advisors
Florida
$9.53K +$8.87K +58 New
TAM
177
Tucker Asset Management
Colorado
$8.88K -$96.8K -633 -92%
LC
178
Lindbrook Capital
California
$8.55K +$459 +3 +6%
C
179
Covestor
United Kingdom
$8K +$7.34K +48 +4,800%
IFAM
180
Institutional & Family Asset Management
Colorado
$5.3K
Federated Hermes
181
Federated Hermes
Pennsylvania
$5.09K -$16.5K -108 -78%
FHA
182
First Horizon Advisors
Tennessee
$4.77K -$764 -5 -15%
CSPIA
183
Cary Street Partners Investment Advisory
Virginia
$4.11K +$3.82K +25 New
CAL
184
Capital Advisors Ltd
Ohio
$4K -$459 -3 -12%
LWANC
185
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.94K
OC
186
Oakworth Capital
Alabama
$3.94K
AF
187
Advisornet Financial
Minnesota
$3.62K +$306 +2 +10%
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$2.79K
LF
189
Lee Financial
Texas
$1.65K
GWM
190
Geneos Wealth Management
Colorado
$1.48K
JWA
191
JFS Wealth Advisors
Pennsylvania
$987
NC
192
NewSquare Capital
Pennsylvania
$986
CWC
193
Carolinas Wealth Consulting
North Carolina
$730
BIA
194
Bell Investment Advisors
California
$658
BBPWM
195
Blue Bell Private Wealth Management
Pennsylvania
$657 +$153 +1 +33%
PA
196
Parallel Advisors
California
$493 -$2.14K -14 -82%
DI
197
Disciplined Investments
Oklahoma
$493 +$153 +1 +50%
SIC
198
SJS Investment Consulting
Ohio
$329 -$306 -2 -50%
CHP
199
Castle Hook Partners
New York
-$12.4M -79,571 Closed
CIM
200
Contrarius Investment Management
Jersey
-$10.8M -69,381 Closed

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.