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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
FACM
51
Forest Avenue Capital Management
Florida
$6.72M +$5.82M +110,300 New
Russell Investments Group
52
Russell Investments Group
United Kingdom
$6.65M -$823K -15,596 -13%
UBS Group
53
UBS Group
Switzerland
$6.39M -$4.61M -87,393 -45%
Swiss National Bank
54
Swiss National Bank
Switzerland
$6.25M -$623K -11,800 -10%
VanEck Associates
55
VanEck Associates
New York
$6.21M +$1.38M +26,184 +35%
FP
56
Foundry Partners
Minnesota
$5.73M -$1.98M -37,455 -29%
LP
57
LMR Partners
United Kingdom
$5.68M +$4.92M +93,138 New
Wellington Management Group
58
Wellington Management Group
Massachusetts
$5.5M +$317K +6,015 +7%
HF
59
HRT Financial
New York
$5.48M -$1.3M -24,603 -21%
AQR Capital Management
60
AQR Capital Management
Connecticut
$5.35M -$2.86M -54,108 -38%
Barclays
61
Barclays
United Kingdom
$5.09M -$1.79M -33,837 -29%
Point72 Asset Management
62
Point72 Asset Management
Connecticut
$5.06M +$4.38M +83,000 New
Millennium Management
63
Millennium Management
New York
$5.01M -$4.76M -90,231 -52%
Bank of America
64
Bank of America
North Carolina
$4.6M +$2.82M +53,347 +242%
Citigroup
65
Citigroup
New York
$4.57M +$1.32M +24,995 +50%
First Trust Advisors
66
First Trust Advisors
Illinois
$4.56M -$1.29M -24,445 -25%
LSV Asset Management
67
LSV Asset Management
Illinois
$4.54M
EGI
68
EAM Global Investors
California
$4.29M -$2.32K -44 -0.1%
VA
69
Vident Advisory
Georgia
$4.24M -$32.8K -621 -0.9%
CS
70
Credit Suisse
Switzerland
$3.92M -$27.7K -525 -0.8%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$3.85M +$259K +4,902 +8%
SC
72
Seldon Capital
California
$3.73M +$3.23M +61,222 New
Victory Capital Management
73
Victory Capital Management
Texas
$3.73M -$889K -16,844 -22%
UBS AM
74
UBS AM
Illinois
$3.64M +$115K +2,172 +4%
Prudential Financial
75
Prudential Financial
New Jersey
$3.63M -$1.18M -22,392 -27%

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.