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Alpha Metallurgical Resources

207 hedge funds and large institutions have $1.59B invested in Alpha Metallurgical Resources in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 49 increasing their positions, 81 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $152M | Put options by funds: $86.3M

50% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 34

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more funds holding

Funds holding: 191207 (+16)

2.91% less ownership

Funds ownership: 69.96%67.05% (-2.9%)

6% less capital invested

Capital invested by funds: $1.69B → $1.59B (-$101M)

40% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 81

Holders
207
Holders Change
+16
Holders Change %
+8.38%
% of All Funds
3.57%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
51
Increased
49
Reduced
81
Closed
34
Calls
$152M
Puts
$86.3M
Net Calls
+$65.6M
Net Calls Change
-$226M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$235M -$13M -93,680 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$204M +$30.1M +216,652 +17%
Renaissance Technologies
3
Renaissance Technologies
New York
$112M -$7.27M -52,300 -6%
State Street
4
State Street
Massachusetts
$107M -$21.5M -154,261 -17%
GJL
5
Gendell Jeffrey L
$89.1M -$5.17M -37,179 -5%
Hudson Bay Capital Management
6
Hudson Bay Capital Management
Connecticut
$88.9M +$6.95M +50,000 +8%
AFA
7
Alta Fundamental Advisers
New York
$63M -$39.8M -285,857 -38%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$47.8M +$12.9M +92,619 +36%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$37.9M -$2.99M -21,534 -7%
CGM
10
Capital Growth Management
Massachusetts
$32.2M +$6.95M +50,000 +27%
CHP
11
Castle Hook Partners
New York
$29.1M +$29.5M +212,373 New
Two Sigma Advisers
12
Two Sigma Advisers
New York
$25.2M -$22.5M -162,000 -47%
Voloridge Investment Management
13
Voloridge Investment Management
Florida
$25.1M -$5.08M -36,506 -17%
American Century Companies
14
American Century Companies
Missouri
$22.7M +$2.82M +20,289 +14%
Northern Trust
15
Northern Trust
Illinois
$21.8M -$1.85M -13,282 -8%
CIM
16
Contrarius Investment Management
Jersey
$21.8M -$1.63M -11,704 -7%
Charles Schwab
17
Charles Schwab
California
$21.6M +$11.7M +83,895 +114%
CC
18
Cannell & Co
New York
$21.1M +$6.34M +45,595 +42%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$20.1M +$301K +2,168 +1%
Invesco
20
Invesco
Georgia
$18.8M +$1.78M +12,770 +10%
DFO
21
Duquesne Family Office
New York
$18.7M +$19M +136,720 New
Goldman Sachs
22
Goldman Sachs
New York
$17.7M -$2.15M -15,431 -11%
Morgan Stanley
23
Morgan Stanley
New York
$16.5M -$20.6M -148,008 -55%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$12.8M +$7.12M +51,196 +121%
Deutsche Bank
25
Deutsche Bank
Germany
$12.4M -$14.7M -105,970 -54%

AMR Hedge Fund Activity: Q3 2022 in Review

207 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Alpha Metallurgical Resources (AMR) for Q3 2022, worth a combined $1.59B — down 6% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AMR positions and 34 closed out — a net gain of 17 holders — while 49 added to existing stakes and 81 trimmed.

The largest buyer was Vanguard Group, adding an estimated $30.1M. The largest seller was Alta Fundamental Advisers, cutting an estimated $39.8M.

  • 207 institutional investors held Alpha Metallurgical Resources (AMR) as of Q3 2022, up from 191 in Q2 2022.
  • Funds reported $1.59B of Alpha Metallurgical Resources stock for Q3 2022, down 6% quarter-over-quarter.
  • 51 funds opened new Alpha Metallurgical Resources positions in Q3 2022 and 34 closed out, a net change of +17 holders.
  • The largest Alpha Metallurgical Resources buyer in Q3 2022 was Vanguard Group, an estimated $30.1M added.
  • The largest Alpha Metallurgical Resources seller in Q3 2022 was Alta Fundamental Advisers, an estimated $39.8M sold.

Based on aggregated 13F filings for Q3 2022.