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Alpha Metallurgical Resources

64 hedge funds and large institutions have $150M invested in Alpha Metallurgical Resources in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more capital invested

Capital invested by funds: $102M → $150M (+$47.7M)

4% less funds holding

Funds holding: 6764 (-3)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

48% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 27

79% less call options, than puts

Call options by funds: $34K | Put options by funds: $159K

Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
11
Increased
14
Reduced
27
Closed
13
Calls
$34K
Puts
$159K
Net Calls
-$125K
Net Calls Change
-$147K
Name Holding Trade Value Shares
Change
Change in
Stake
DKCM
1
Davidson Kempner Capital Management
New York
$20.5M
BlackRock
2
BlackRock
New York
$16.7M -$2.63M -292,508 -17%
HCM
3
Highbridge Capital Management
New York
$14.5M -$1.62M -180,599 -12%
Morgan Stanley
4
Morgan Stanley
New York
$11.6M +$2.7M +300,673 +42%
AFA
5
Alta Fundamental Advisers
New York
$11M
GJL
6
Gendell Jeffrey L
$10.1M +$996K +110,922 +14%
Vanguard Group
7
Vanguard Group
Pennsylvania
$9.6M -$23.9K -2,668 -0.3%
Charles Schwab
8
Charles Schwab
California
$7.8M +$1.08M +120,213 +21%
WA
9
Whitebox Advisors
Minnesota
$6.87M -$2.05M -228,568 -27%
RHI
10
Richmond Hill Investments
New York
$4.47M
GCM
11
Graham Capital Management
Connecticut
$4.18M -$605K -67,425 -16%
Adage Capital Partners
12
Adage Capital Partners
Massachusetts
$4.09M -$1.69M -187,928 -34%
BCC
13
Bain Capital Credit
Massachusetts
$3.41M
NM
14
Newtyn Management
New York
$2.84M
MP
15
Mangrove Partners
Connecticut
$2.69M -$3.21M -357,852 -60%
BCM
16
Bridgeway Capital Management
Texas
$2.35M +$106K +11,800 +6%
Invesco
17
Invesco
Georgia
$1.41M -$7.54K -840 -0.7%
AGC
18
Alden Global Capital
Florida
$1.17M -$180K -20,000 -16%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$1M +$220K +24,463 +38%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$946K -$10.5K -1,168 -1%
Renaissance Technologies
21
Renaissance Technologies
New York
$931K +$619K +69,015 +535%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$927K +$52.1K +5,800 +8%
ECM
23
ExodusPoint Capital Management
New York
$859K +$678K +75,528 New
PH
24
Pinnacle Holdings
Oklahoma
$702K +$14K +1,562 +3%
JP Morgan Chase
25
JP Morgan Chase
New York
$627K +$23.2K +2,587 +5%

AMR Hedge Fund Activity: Q4 2020 in Review

64 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Alpha Metallurgical Resources (AMR) for Q4 2020, worth a combined $150M — up 47% from $102M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of AMR and 11 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 14 added.

The largest buyer was Morgan Stanley, adding an estimated $2.7M. The largest seller was Mangrove Partners, cutting an estimated $3.21M.

  • 64 institutional investors held Alpha Metallurgical Resources (AMR) as of Q4 2020, down from 67 in Q3 2020.
  • Funds reported $150M of Alpha Metallurgical Resources stock for Q4 2020, up 47% quarter-over-quarter.
  • 11 funds opened new Alpha Metallurgical Resources positions in Q4 2020 and 13 closed out, a net change of -2 holders.
  • The largest Alpha Metallurgical Resources buyer in Q4 2020 was Morgan Stanley, an estimated $2.7M added.
  • The largest Alpha Metallurgical Resources seller in Q4 2020 was Mangrove Partners, an estimated $3.21M sold.

Based on aggregated 13F filings for Q4 2020.