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Alpha Metallurgical Resources

109 hedge funds and large institutions have $949M invested in Alpha Metallurgical Resources in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

21% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 34

7% more funds holding

Funds holding: 102109 (+7)

1% less capital invested

Capital invested by funds: $956M → $949M (-$6.94M)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
109
Holders Change
+7
Holders Change %
+6.86%
% of All Funds
2.37%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.24%
New
41
Increased
24
Reduced
18
Closed
34
Calls
$156K
Puts
Net Calls
+$156K
Net Calls Change
+$156K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Whitebox Advisors
Minnesota
$119M
DKCM
2
Davidson Kempner Capital Management
New York
$97.4M
BlackRock
3
BlackRock
New York
$92.7M +$54.8M +986,444 +123%
Vanguard Group
4
Vanguard Group
Pennsylvania
$75.8M +$5.1M +91,816 +7%
HCM
5
Highbridge Capital Management
New York
$70.3M +$19.2M +345,131 +34%
Morgan Stanley
6
Morgan Stanley
New York
$56.8M +$10.9M +195,832 +22%
SAAM
7
Solus Alternative Asset Management
New Jersey
$40.1M
Deutsche Bank
8
Deutsche Bank
Germany
$39.6M -$1.02M -18,293 -2%
MAM
9
Melqart Asset Management
United Kingdom
$36.1M -$4.89M -87,962 -11%
KDAM
10
KLS Diversified Asset Management
New York
$31.8M
AFA
11
Alta Fundamental Advisers
New York
$26M +$1.31M +23,600 +5%
GJL
12
Gendell Jeffrey L
$23.4M +$2.81M +50,569 +13%
State Street
13
State Street
Massachusetts
$16M +$17.1M +307,543 New
BCC
14
Bain Capital Credit
Massachusetts
$15.6M +$16.6M +299,629 New
RHI
15
Richmond Hill Investments
New York
$15.3M
Barclays
16
Barclays
United Kingdom
$15.1M -$443K -7,978 -3%
MP
17
Mangrove Partners
Connecticut
$14.2M +$4.98M +89,635 +49%
GCM
18
Graham Capital Management
Connecticut
$13.8M
SAM
19
Silverback Asset Management
North Carolina
$11.6M +$11.1K +200 +0.1%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$11.5M
NGA
21
New Generation Advisors
Massachusetts
$10.2M
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$6.94M +$7.43M +133,652 New
LCM
23
Lonestar Capital Management
California
$6.6M +$4.27M +76,787 +152%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$6.56M +$3.66M +65,904 +109%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$5.8M +$4.08M +73,431 +191%

AMR Hedge Fund Activity: Q2 2019 in Review

109 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Alpha Metallurgical Resources (AMR) for Q2 2019, worth a combined $949M — down 0.73% from $956M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new AMR positions and 34 closed out — a net gain of 7 holders — while 24 added to existing stakes and 18 trimmed.

The largest buyer was BlackRock, adding an estimated $54.8M. The largest seller was Mudrick Capital Management, exiting entirely with an estimated $18.2M sold.

  • 109 institutional investors held Alpha Metallurgical Resources (AMR) as of Q2 2019, up from 102 in Q1 2019.
  • Funds reported $949M of Alpha Metallurgical Resources stock for Q2 2019, down 0.73% quarter-over-quarter.
  • 41 funds opened new Alpha Metallurgical Resources positions in Q2 2019 and 34 closed out, a net change of +7 holders.
  • The largest Alpha Metallurgical Resources buyer in Q2 2019 was BlackRock, an estimated $54.8M added.
  • The largest Alpha Metallurgical Resources seller in Q2 2019 was Mudrick Capital Management, an estimated $18.2M sold.

Based on aggregated 13F filings for Q2 2019.