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American Resources Corp
AREC

36 hedge funds and large institutions have $16.9M invested in American Resources Corp in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

19% more capital invested

Capital invested by funds: $14.2M → $16.9M (+$2.69M)

3% more funds holding

Funds holding: 35 → 36 (+1)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

2.76% less ownership

Funds ownership: 13.79% → 11.02% (-2.8%)

71% less call options, than puts

Call options by funds: $215K | Put options by funds: $751K

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
12
Closed
4
Calls
$215K
Puts
$751K
Net Calls
-$536K
Net Calls Change
+$40K

Top Buyers

Rank Fund Capital Flow
1
EIM
Essex Investment Management
Massachusetts
+$193K
2
LCM
Legato Capital Management
California
+$167K
3
Millennium Management
Millennium Management
New York
+$73.4K
4
BCM
Bridgeway Capital Management
Texas
+$73.1K
5
BlackRock
BlackRock
New York
+$60.7K

Top Sellers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
-$525K
2
Renaissance Technologies
Renaissance Technologies
New York
-$506K
3
Citadel Advisors
Citadel Advisors
Florida
-$460K
4
Simplex Trading
Simplex Trading
Illinois
-$146K
5
GCP
GSA Capital Partners
United Kingdom
-$143K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wolverine Trading
26
Wolverine Trading
Illinois
$23K +$17.1K +11,228 New
Creative Planning
27
Creative Planning
Kansas
$22.5K – – –
CA
28
Cetera Advisors
Colorado
$20.6K – – –
UBV
29
United Bank (Virginia)
Virginia
$19.6K – – –
Fidelity Investments
30
Fidelity Investments
Massachusetts
$18.2K -$15.4K -10,086 -52%
Morgan Stanley
31
Morgan Stanley
New York
$8.01K -$2.94K -1,929 -32%
UBS Group
32
UBS Group
Switzerland
$6.26K +$1.42K +931 +41%
Group One Trading
33
Group One Trading
Illinois
$3.77K -$64.5K -42,260 -96%
Wells Fargo
34
Wells Fargo
California
$1.9K +$113 +74 +8%
TRCT
35
Tower Research Capital (TRC)
New York
$492 +$2 +1 +0.4%
Connor, Clark & Lunn Investment Management (CC&L)
36
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$87.9K -58,576 Closed
Corient Private Wealth
37
Corient Private Wealth
Florida
– -$37.4K -24,937 Closed
OQS
38
Occudo Quantitative Strategies
Florida
– -$23.9K -15,953 Closed
Bank of America
39
Bank of America
North Carolina
– -$5.91K -3,943 Closed
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
– +$163 +107 New
1
2

AREC Hedge Fund Activity: Q2 2023 in Review

36 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in American Resources Corp (AREC) for Q2 2023, worth a combined $16.9M — up 19% from $14.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new AREC positions and 4 closed out — a net gain of 1 holder — while 12 added to existing stakes and 12 trimmed.

The largest buyer was Essex Investment Management, adding an estimated $193K. The largest seller was Marshall Wace, cutting an estimated $525K.

  • 36 institutional investors held American Resources Corp (AREC) as of Q2 2023, up from 35 in Q1 2023.
  • Funds reported $16.9M of American Resources Corp stock for Q2 2023, up 19% quarter-over-quarter.
  • 5 funds opened new American Resources Corp positions in Q2 2023 and 4 closed out, a net change of +1 holder.
  • The largest American Resources Corp buyer in Q2 2023 was Essex Investment Management, an estimated $193K added.
  • The largest American Resources Corp seller in Q2 2023 was Marshall Wace, an estimated $525K sold.

Based on aggregated 13F filings for Q2 2023.