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Warrior Met Coal

250 hedge funds and large institutions have $2.36B invested in Warrior Met Coal in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 82 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

25% more capital invested

Capital invested by funds: $1.9B → $2.36B (+$469M)

4% more funds holding

Funds holding: 241250 (+9)

3% less call options, than puts

Call options by funds: $15.1M | Put options by funds: $15.5M

4.64% less ownership

Funds ownership: 93.62%88.98% (-4.6%)

22% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 105

Holders
250
Holders Change
+9
Holders Change %
+3.73%
% of All Funds
3.97%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
37
Increased
82
Reduced
105
Closed
26
Calls
$15.1M
Puts
$15.5M
Net Calls
-$409K
Net Calls Change
-$7.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$13K +$462 +11 +5%
EWA
227
EverSource Wealth Advisors
Alabama
$12.9K
PA
228
Parallel Advisors
California
$12.2K
RCM
229
Raleigh Capital Management
North Carolina
$10.2K +$1.34K +32 +19%
NS
230
NBC Securities
Alabama
$10K +$8.39K +200 New
S
231
SignatureFD
Georgia
$9.3K -$462 -11 -6%
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$9.24K -$1.39K -33 -15%
PFBT
233
Parkside Financial Bank & Trust
Missouri
$6.79K
LC
234
Lindbrook Capital
California
$5.92K
AWM
235
Avior Wealth Management
Nebraska
$5.57K
TWC
236
TD Waterhouse Canada
Ontario, Canada
$3.99K
BIA
237
Bell Investment Advisors
California
$2.1K +$1.09K +26 +173%
Bessemer Group
238
Bessemer Group
New Jersey
$2K
FMII
239
Farmers & Merchants Investments Inc
Nebraska
$1.84K
HNB
240
Huntington National Bank
Ohio
$1.43K -$84 -2 -7%
MPWT
241
MassMutual Private Wealth & Trust
Connecticut
$1.38K
SFG
242
Steward Financial Group
Texas
$1K +$840 +20 New
RFG
243
RFP Financial Group
Georgia
$971
JWA
244
JFS Wealth Advisors
Pennsylvania
$716 +$546 +13 +1,300%
PTC
245
Private Trust Company
Ohio
$409 -$168 -4 -33%
AWM
246
Abound Wealth Management
Tennessee
$358
AF
247
Advisornet Financial
Minnesota
$358 +$126 +3 +75%
SIC
248
SJS Investment Consulting
Ohio
$256 +$84 +2 +67%
FFA
249
Farther Finance Advisors
California
$255 +$210 +5 New
AssetMark Inc
250
AssetMark Inc
California
$204 +$168 +4 New

HCC Hedge Fund Activity: Q3 2023 in Review

250 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Warrior Met Coal (HCC) for Q3 2023, worth a combined $2.36B — up 25% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new HCC positions and 26 closed out — a net gain of 11 holders — while 82 added to existing stakes and 105 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $33.6M. The largest seller was Deutsche Bank, cutting an estimated $35.1M.

  • 250 institutional investors held Warrior Met Coal (HCC) as of Q3 2023, up from 241 in Q2 2023.
  • Funds reported $2.36B of Warrior Met Coal stock for Q3 2023, up 25% quarter-over-quarter.
  • 37 funds opened new Warrior Met Coal positions in Q3 2023 and 26 closed out, a net change of +11 holders.
  • The largest Warrior Met Coal buyer in Q3 2023 was T. Rowe Price Associates, an estimated $33.6M added.
  • The largest Warrior Met Coal seller in Q3 2023 was Deutsche Bank, an estimated $35.1M sold.

Based on aggregated 13F filings for Q3 2023.