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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
Federated Hermes
201
Federated Hermes
Pennsylvania
$7.79K -$195 -1 -3%
CSPIA
202
Cary Street Partners Investment Advisory
Virginia
$7.01K +$391 +2 +8%
LWANC
203
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.23K
OC
204
Oakworth Capital
Alabama
$6.23K
CAL
205
Capital Advisors Ltd
Ohio
$6K
AF
206
Advisornet Financial
Minnesota
$5.71K
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$4.42K
Mitsubishi UFJ Asset Management
208
Mitsubishi UFJ Asset Management
Japan
$4.16K +$3.13K +16 New
SFG
209
Steward Financial Group
Texas
$3K +$2.54K +13 New
BIA
210
Bell Investment Advisors
California
$2.86K +$1.37K +7 +175%
LF
211
Lee Financial
Texas
$2.6K
JWA
212
JFS Wealth Advisors
Pennsylvania
$2.6K +$781 +4 +67%
GWM
213
Geneos Wealth Management
Colorado
$2.34K
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$2K +$977 +5 +500%
HCM
215
Highlander Capital Management
New Jersey
$2K +$1.56K +8 New
BBPWM
216
Blue Bell Private Wealth Management
Pennsylvania
$1.56K +$391 +2 +50%
PA
217
Parallel Advisors
California
$1.3K +$391 +2 +67%
SIC
218
SJS Investment Consulting
Ohio
$1.04K +$391 +2 +100%
CWC
219
Carolinas Wealth Consulting
North Carolina
$809
FHA
220
First Horizon Advisors
Tennessee
$779 -$5.08K -26 -90%
Hudson Bay Capital Management
221
Hudson Bay Capital Management
Connecticut
-$81.5M -495,798 Closed
TCM
222
Thomist Capital Management
Texas
-$4.95M -30,000 Closed
Canada Pension Plan Investment Board
223
Canada Pension Plan Investment Board
Ontario, Canada
-$4.01M -24,400 Closed
VIA
224
Vident Investment Advisory
Georgia
-$3.65M -22,239 Closed
PFM
225
Premier Fund Managers
United Kingdom
-$3.65M -22,100 Closed

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.