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Warrior Met Coal
HCC

176 hedge funds and large institutions have $1.52B invested in Warrior Met Coal in 2018 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 80 increasing their positions, 50 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 50

1.39% more ownership

Funds ownership: 108.11% → 109.5% (+1.4%)

6% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 34

1% more funds holding

Funds holding: 175 → 176 (+1)

4% less capital invested

Capital invested by funds: $1.58B → $1.52B (-$66M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

59% less call options, than puts

Call options by funds: $1.32M | Put options by funds: $3.25M

Holders
176
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
4.02%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
36
Increased
80
Reduced
50
Closed
34
Calls
$1.32M
Puts
$3.25M
Net Calls
-$1.93M
Net Calls Change
-$2.15M

Top Buyers

1
PIM
Platinum Investment Management
Australia
+$39.8M
2
JP Morgan Chase
JP Morgan Chase
New York
+$22.4M
3
AIM
Assured Investment Management
New York
+$21.1M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$19.3M
5
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
+$18.1M

Top Sellers

1
Blackstone Inc
Blackstone Inc
New York
-$60.8M
2
KKRC
Kohlberg Kravis Roberts & Co
New York
-$52.3M
3
Boston Partners
Boston Partners
Massachusetts
-$18.4M
4
Millennium Management
Millennium Management
New York
-$17.8M
5
LM
Luminus Management
Texas
-$12.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
26
Wellington Management Group
Massachusetts
$16.2M +$1.69M +66,286 +12%
RCIM
27
Russell Clark Investment Management
United Kingdom
$16M +$3.83M +150,000 +34%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$15M +$1.91M +74,829 +16%
Man Group
29
Man Group
United Kingdom
$14.5M +$1.97M +77,032 +17%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$13.7M +$1.02M +39,897 +9%
Goldman Sachs
31
Goldman Sachs
New York
$12.6M +$5.48M +214,419 +85%
HHAM
32
HITE Hedge Asset Management
Massachusetts
$12.6M -$4.33M -169,651 -27%
Invesco
33
Invesco
Georgia
$12.4M +$7.71M +301,830 +195%
Deutsche Bank
34
Deutsche Bank
Germany
$10.7M +$5.7M +223,049 +128%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$10.5M +$6.03M +236,118 +156%
MC
36
Maverick Capital
Texas
$10.4M +$656K +25,690 +7%
Robeco Institutional Asset Management
37
Robeco Institutional Asset Management
Netherlands
$10.3M +$9.76M +382,055 New
BCM
38
Bridgeway Capital Management
Texas
$10.3M +$1.15M +45,000 +13%
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
$9.94M +$8.5M +332,515 +951%
Allianz Asset Management
40
Allianz Asset Management
Germany
$8.7M +$3.82M +149,317 +87%
Morgan Stanley
41
Morgan Stanley
New York
$8.53M -$2.81M -109,810 -26%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$8.36M -$10.4M -406,100 -57%
Jennison Associates
43
Jennison Associates
New York
$7.51M -$3.1M -121,359 -30%
AL
44
AJO LP
Pennsylvania
$7.09M +$513K +20,058 +8%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$6.8M +$975K +38,140 +17%
Charles Schwab
46
Charles Schwab
California
$6.49M +$1.07M +41,732 +21%
Point72 Asset Management
47
Point72 Asset Management
Connecticut
$6.32M +$2.04M +79,731 +52%
AllianceBernstein
48
AllianceBernstein
Tennessee
$5.53M +$945K +37,000 +22%
HP
49
Hartree Partners
New York
$5.33M +$2.04M +80,000 +68%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$4.65M +$397K +15,546 +10%
1
2
3 4 5

HCC Hedge Fund Activity: Q3 2018 in Review

176 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Warrior Met Coal (HCC) for Q3 2018, worth a combined $1.52B — down 4.2% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HCC positions and 34 closed out — a net gain of 2 holders — while 80 added to existing stakes and 50 trimmed.

The largest buyer was Platinum Investment Management, adding an estimated $39.8M. The largest seller was Blackstone Inc, exiting entirely with an estimated $60.8M sold.

  • 176 institutional investors held Warrior Met Coal (HCC) as of Q3 2018, up from 175 in Q2 2018.
  • Funds reported $1.52B of Warrior Met Coal stock for Q3 2018, down 4.2% quarter-over-quarter.
  • 36 funds opened new Warrior Met Coal positions in Q3 2018 and 34 closed out, a net change of +2 holders.
  • The largest Warrior Met Coal buyer in Q3 2018 was Platinum Investment Management, an estimated $39.8M added.
  • The largest Warrior Met Coal seller in Q3 2018 was Blackstone Inc, an estimated $60.8M sold.

Based on aggregated 13F filings for Q3 2018.