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Warrior Met Coal

284 hedge funds and large institutions have $3.01B invested in Warrior Met Coal in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 76 increasing their positions, 118 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 20

58% more call options, than puts

Call options by funds: $23.9M | Put options by funds: $15.1M

27% more capital invested

Capital invested by funds: $2.36B → $3.01B (+$643M)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

14% more funds holding

Funds holding: 250284 (+34)

5.82% more ownership

Funds ownership: 88.98%94.8% (+5.8%)

36% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 118

Holders
284
Holders Change
+34
Holders Change %
+13.6%
% of All Funds
4.14%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
57
Increased
76
Reduced
118
Closed
20
Calls
$23.9M
Puts
$15.1M
Net Calls
+$8.77M
Net Calls Change
+$9.18M
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
251
Financial Management Professionals
Texas
$19K +$16.2K +307 New
Daiwa Securities Group
252
Daiwa Securities Group
Japan
$18K +$15.8K +300 New
BTI
253
Blue Trust Inc
Georgia
$16K +$16.5K +313 New
CIM
254
Contravisory Investment Management
Massachusetts
$14.3K +$12.4K +235 New
RCM
255
Raleigh Capital Management
North Carolina
$12.9K +$581 +11 +6%
W
256
WealthCollab
Washington
$12.4K +$10.8K +204 New
NS
257
NBC Securities
Alabama
$12K
PA
258
Parallel Advisors
California
$11.5K -$2.59K -49 -21%
EWA
259
EverSource Wealth Advisors
Alabama
$11.3K -$3.59K -68 -27%
S
260
SignatureFD
Georgia
$11.1K
Fifth Third Bancorp
261
Fifth Third Bancorp
Ohio
$10.8K -$211 -4 -2%
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$10K -$4.7K -89 -35%
LC
263
Lindbrook Capital
California
$7.07K
AWM
264
Avior Wealth Management
Nebraska
$6.64K
TWC
265
TD Waterhouse Canada
Ontario, Canada
$5.26K
LSA
266
Leonteq Securities AG
Switzerland
$4.27K -$101K -1,922 -96%
ASN
267
Advisory Services Network
Georgia
$3.72K +$3.22K +61 New
Bessemer Group
268
Bessemer Group
New Jersey
$3K
BIA
269
Bell Investment Advisors
California
$2.5K
FFA
270
Farther Finance Advisors
California
$2.38K +$1.79K +34 +680%
MPWT
271
MassMutual Private Wealth & Trust
Connecticut
$2.26K +$528 +10 +37%
FMII
272
Farmers & Merchants Investments Inc
Nebraska
$2.19K
JWA
273
JFS Wealth Advisors
Pennsylvania
$1.65K +$686 +13 +93%
GRP
274
Global Retirement Partners
California
$1.53K +$1.32K +25 New
PWMG
275
Private Wealth Management Group
New Jersey
$1.4K +$1.21K +23 New

HCC Hedge Fund Activity: Q4 2023 in Review

284 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Warrior Met Coal (HCC) for Q4 2023, worth a combined $3.01B — up 27% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new HCC positions and 20 closed out — a net gain of 37 holders — while 76 added to existing stakes and 118 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $73.9M. The largest seller was Pacer Advisors, cutting an estimated $18.2M.

  • 284 institutional investors held Warrior Met Coal (HCC) as of Q4 2023, up from 250 in Q3 2023.
  • Funds reported $3.01B of Warrior Met Coal stock for Q4 2023, up 27% quarter-over-quarter.
  • 57 funds opened new Warrior Met Coal positions in Q4 2023 and 20 closed out, a net change of +37 holders.
  • The largest Warrior Met Coal buyer in Q4 2023 was Morgan Stanley, an estimated $73.9M added.
  • The largest Warrior Met Coal seller in Q4 2023 was Pacer Advisors, an estimated $18.2M sold.

Based on aggregated 13F filings for Q4 2023.