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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
BCM
26
Bridgeway Capital Management
Texas
$14.2M +$451K +10,744 +4%
Federated Hermes
27
Federated Hermes
Pennsylvania
$13.4M +$26.2K +624 +0.2%
OKSA
28
O'Keefe Stevens Advisory
New York
$13.3M +$117K +2,799 +1%
Ameriprise
29
Ameriprise
Minnesota
$12.3M -$656K -15,624 -6%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$11.9M -$12.8M -304,339 -57%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$11.3M -$12.9M -307,397 -58%
CIM
32
Cambria Investment Management
California
$11M +$575K +13,699 +7%
UBS Group
33
UBS Group
Switzerland
$9.82M +$4.9M +116,781 +155%
EF
34
Empowered Funds
Pennsylvania
$9.47M -$4.74M -112,888 -38%
JP Morgan Chase
35
JP Morgan Chase
New York
$9.22M -$1.9M -45,265 -20%
Millennium Management
36
Millennium Management
New York
$8.81M -$1.83M -43,524 -20%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$8.68M +$78K +1,859 +1%
MA
38
Mudita Advisors
United Kingdom
$8.4M +$1.41M +33,700 +26%
SSCM
39
Summit Street Capital Management
New York
$8.36M +$1.99M +47,479 +41%
Goldman Sachs
40
Goldman Sachs
New York
$8.35M -$2.8M -66,813 -29%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$8.08M +$1.03M +24,550 +19%
BGIM
42
Brandywine Global Investment Management
Pennsylvania
$7.92M +$693K +16,504 +12%
N
43
Nuveen
North Carolina
$7.68M +$1.04M +24,791 +20%
Legal & General Group
44
Legal & General Group
United Kingdom
$7.65M -$67.2K -1,600 -1%
AQR Capital Management
45
AQR Capital Management
Connecticut
$7.25M -$3.21M -76,574 -35%
Cerity Partners
46
Cerity Partners
New York
$7.09M +$5.83M +138,860 New
FP
47
Foundry Partners
Minnesota
$6.71M -$1.89M -45,134 -26%
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.45M -$1.76M -41,987 -25%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$6.37M -$1.6M -38,030 -23%
SDIC
50
South Dakota Investment Council
South Dakota
$6.28M -$5.94M -141,484 -53%

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.