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Alpha Metallurgical Resources

206 hedge funds and large institutions have $1.76B invested in Alpha Metallurgical Resources in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 71 increasing their positions, 76 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $180M | Put options by funds: $81.7M

7% more capital invested

Capital invested by funds: $1.65B → $1.76B (+$110M)

2.96% more ownership

Funds ownership: 73.02%75.97% (+3%)

7% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 76

6% less funds holding

Funds holding: 218206 (-12)

27% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 41

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
206
Holders Change
-12
Holders Change %
-5.5%
% of All Funds
3.28%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
30
Increased
71
Reduced
76
Closed
41
Calls
$180M
Puts
$81.7M
Net Calls
+$97.9M
Net Calls Change
+$51.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$221M -$7.57M -47,318 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$217M +$1.65M +10,293 +0.7%
State Street
3
State Street
Massachusetts
$137M +$861K +5,378 +0.6%
GJL
4
Gendell Jeffrey L
$93M -$22.6M -141,506 -19%
Renaissance Technologies
5
Renaissance Technologies
New York
$91.9M -$11.5M -71,800 -11%
CGIC
6
Continental General Insurance Company
Texas
$91.7M
Hudson Bay Capital Management
7
Hudson Bay Capital Management
Connecticut
$83.2M +$9.18M +57,350 +12%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$80.6M +$22.6M +141,472 +38%
AFA
9
Alta Fundamental Advisers
New York
$71.5M +$800K +5,000 +1%
S
10
Systrade
Liechtenstein
$60.5M +$28M +174,700 +82%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$43.1M +$1.95M +12,207 +5%
Morgan Stanley
12
Morgan Stanley
New York
$41.9M +$27.4M +171,010 +175%
CCP
13
Crocodile Capital Partners
Germany
$41.7M +$3.2M +20,000 +8%
American Century Companies
14
American Century Companies
Missouri
$33.8M +$3.38M +21,094 +11%
Charles Schwab
15
Charles Schwab
California
$24M -$967K -6,042 -4%
Northern Trust
16
Northern Trust
Illinois
$23.2M +$60.2K +376 +0.3%
TC
17
Towle & Co
Colorado
$21.7M +$22.2M +138,860 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$18.2M +$667K +4,164 +4%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$16.6M +$10.6M +66,511 +166%
First Trust Advisors
20
First Trust Advisors
Illinois
$15.3M +$11.3M +70,733 +258%
CHP
21
Castle Hook Partners
New York
$12.4M -$21.7M -135,525 -63%
Deutsche Bank
22
Deutsche Bank
Germany
$12.1M +$906K +5,659 +8%
Goldman Sachs
23
Goldman Sachs
New York
$11.2M -$2.9M -18,118 -20%
CIM
24
Contrarius Investment Management
Jersey
$10.8M -$825K -5,157 -7%
CIM
25
Cambria Investment Management
California
$9.17M +$107K +667 +1%

AMR Hedge Fund Activity: Q1 2023 in Review

206 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Alpha Metallurgical Resources (AMR) for Q1 2023, worth a combined $1.76B — up 6.7% from $1.65B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of AMR and 30 opened new positions — a net loss of 11 holders — while 76 trimmed existing stakes and 71 added.

The largest buyer was Envestnet Asset Management, adding an estimated $35.4M. The largest seller was Gendell Jeffrey L, cutting an estimated $22.6M.

  • 206 institutional investors held Alpha Metallurgical Resources (AMR) as of Q1 2023, down from 218 in Q4 2022.
  • Funds reported $1.76B of Alpha Metallurgical Resources stock for Q1 2023, up 6.7% quarter-over-quarter.
  • 30 funds opened new Alpha Metallurgical Resources positions in Q1 2023 and 41 closed out, a net change of -11 holders.
  • The largest Alpha Metallurgical Resources buyer in Q1 2023 was Envestnet Asset Management, an estimated $35.4M added.
  • The largest Alpha Metallurgical Resources seller in Q1 2023 was Gendell Jeffrey L, an estimated $22.6M sold.

Based on aggregated 13F filings for Q1 2023.