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Warrior Met Coal
HCC

272 hedge funds and large institutions have $2.93B invested in Warrior Met Coal in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 76 increasing their positions, 100 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 9 → 15 (+6)

44% more call options, than puts

Call options by funds: $48.6M | Put options by funds: $33.9M

16% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 38

3.8% more ownership

Funds ownership: 99.58% → 103.38% (+3.8%)

1% more funds holding

Funds holding: 269 → 272 (+3)

12% less capital invested

Capital invested by funds: $3.33B → $2.93B (-$394M)

24% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 100

Holders
272
Holders Change
+3
Holders Change %
+1.12%
% of All Funds
3.58%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.2%
New
44
Increased
76
Reduced
100
Closed
38
Calls
$48.6M
Puts
$33.9M
Net Calls
+$14.7M
Net Calls Change
+$9.02M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$93.2M
2
DS
Dalal Street
Texas
+$64.3M
3
SPC
Silver Point Capital
Connecticut
+$41.2M
4
WP
Woodline Partners
California
+$29.6M
5
UBS Group
UBS Group
Switzerland
+$22.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$48M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$38.2M
3
MRCP
Maple Rock Capital Partners
Ontario, Canada
-$24.3M
4
WCA
Waratah Capital Advisors
Ontario, Canada
-$20.3M
5
MIM
Merewether Investment Management
Texas
-$19.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$2.46K – – –
RIL
252
Rothschild Investment LLC
Illinois
$2.44K – – –
BIA
253
Bell Investment Advisors
California
$2.28K -$575 -9 -18%
IA
254
IFP Advisors
Florida
$2.06K -$62.9K -984 -96%
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$1.95K – – –
MPWT
256
MassMutual Private Wealth & Trust
Connecticut
$1.46K -$256 -4 -13%
JWA
257
JFS Wealth Advisors
Pennsylvania
$1.41K – – –
GRP
258
Global Retirement Partners
California
$1.19K – – –
PMAM
259
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
GWM
260
Geneos Wealth Management
Colorado
$868 – – –
PFBT
261
Parkside Financial Bank & Trust
Missouri
$868 – – –
SO
262
Sierra Ocean
California
$868 +$1.02K +16 New
SAM
263
Synergy Asset Management
Washington
$767 +$767 +12 New
UB
264
UMB Bank
Missouri
$651 -$1.66K -26 -68%
FDCDDQ
265
Federation des caisses Desjardins du Quebec
Quebec, Canada
$542 – – –
SIC
266
SJS Investment Consulting
Ohio
$489 – – –
BC
267
Broadwater Capital
Massachusetts
$380 – – –
HNB
268
Huntington National Bank
Ohio
$379 -$3K -47 -87%
LFG
269
Larson Financial Group
Missouri
$325 – – –
AWM
270
Abound Wealth Management
Tennessee
$217 – – –
DPW
271
DiNuzzo Private Wealth
Pennsylvania
$163 – – –
SS
272
SBI Securities
Japan
$54 +$64 +1 New
Balyasny Asset Management
273
Balyasny Asset Management
Illinois
– -$38.2M -597,345 Closed
Assenagon Asset Management
274
Assenagon Asset Management
Luxembourg
– -$8.82M -137,986 Closed
JAM
275
Jupiter Asset Management
United Kingdom
– -$6.48M -101,441 Closed
9 10
11
12 13

HCC Hedge Fund Activity: Q4 2024 in Review

272 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Warrior Met Coal (HCC) for Q4 2024, worth a combined $2.93B — down 12% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new HCC positions and 38 closed out — a net gain of 6 holders — while 76 added to existing stakes and 100 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $93.2M. The largest seller was Fidelity Investments, cutting an estimated $48M.

  • 272 institutional investors held Warrior Met Coal (HCC) as of Q4 2024, up from 269 in Q3 2024.
  • Funds reported $2.93B of Warrior Met Coal stock for Q4 2024, down 12% quarter-over-quarter.
  • 44 funds opened new Warrior Met Coal positions in Q4 2024 and 38 closed out, a net change of +6 holders.
  • The largest Warrior Met Coal buyer in Q4 2024 was T. Rowe Price Investment Management, an estimated $93.2M added.
  • The largest Warrior Met Coal seller in Q4 2024 was Fidelity Investments, an estimated $48M sold.

Based on aggregated 13F filings for Q4 2024.