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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
BlackRock
1
BlackRock
New York
$312M -$20.1M -102,683 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$299M -$13.5M -69,305 -6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$182M +$11.3M +57,932 +9%
CGIC
4
Continental General Insurance Company
Texas
$154M
State Street
5
State Street
Massachusetts
$150M -$36.5M -187,053 -25%
Renaissance Technologies
6
Renaissance Technologies
New York
$143M -$23.7M -121,300 -18%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$129M +$96.9M +496,120 New
GJL
8
Gendell Jeffrey L
$115M -$30.8M -157,916 -26%
DS
9
Dalal Street
Texas
$115M +$15.4M +78,861 +22%
AFA
10
Alta Fundamental Advisers
New York
$71.7M -$35.6M -182,292 -40%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$65.6M -$1.05M -5,374 -2%
S
12
Systrade
Liechtenstein
$64.9M -$2.4M -12,263 -5%
American Century Companies
13
American Century Companies
Missouri
$64.1M +$3.07M +15,692 +7%
CCP
14
Crocodile Capital Partners
Germany
$44.3M -$7.03M -36,000 -17%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$44.3M +$19.1M +97,734 +135%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$39.2M +$14.2M +72,504 +92%
Charles Schwab
17
Charles Schwab
California
$37.6M -$141K -722 -0.5%
TC
18
Towle & Co
Colorado
$33M -$3.5M -17,936 -12%
Northern Trust
19
Northern Trust
Illinois
$32.3M -$1.01M -5,160 -4%
Invesco
20
Invesco
Georgia
$30.1M +$14.6M +74,583 +181%
JP Morgan Chase
21
JP Morgan Chase
New York
$29.5M -$293K -1,501 -1%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$28.2M +$21.2M +108,724 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$27.2M -$1.19M -6,092 -5%
First Trust Advisors
24
First Trust Advisors
Illinois
$26.9M +$1.37M +7,015 +7%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$26.6M +$20M +102,348 New

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.