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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
Citigroup
76
Citigroup
New York
$2.55M -$1.32M -31,472 -39%
Canada Life
77
Canada Life
Manitoba, Canada
$2.5M +$53.9K +1,284 +3%
Manulife (Manufacturers Life Insurance)
78
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.46M +$17.8K +423 +0.9%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$2.43M -$90.2K -2,148 -4%
Walleye Capital
80
Walleye Capital
New York
$2.34M +$1.31M +31,233 +214%
MWM
81
Moran Wealth Management
Florida
$2.26M +$633K +15,076 +52%
TPSF
82
Texas Permanent School Fund
Texas
$2.26M -$67.1K -1,598 -3%
State of Tennessee, Department of Treasury
83
State of Tennessee, Department of Treasury
Tennessee
$2.24M +$48.6K +1,159 +3%
MIM
84
Meixler Investment Management
Arizona
$2.23M +$197K +4,686 +12%
Ohio Public Employees Retirement System (OPERS)
85
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.2M -$170K -4,040 -9%
VFA
86
Virtus Fund Advisers
Connecticut
$1.94M
VIA
87
Virtus Investment Advisers
Connecticut
$1.87M -$160K -3,806 -9%
COPPSERS
88
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.78M -$1.01M -23,990 -41%
Teacher Retirement System of Texas
89
Teacher Retirement System of Texas
Texas
$1.75M -$188K -4,490 -12%
CAM
90
Cresset Asset Management
Illinois
$1.7M +$138K +3,293 +11%
GCP
91
GSA Capital Partners
United Kingdom
$1.7M +$944K +22,492 +207%
SOADOR
92
State of Alaska Department of Revenue
Alaska
$1.65M -$77.3K -1,841 -5%
CM
93
CoreCommodity Management
Connecticut
$1.64M -$2.37M -56,415 -64%
IWC
94
Integrated Wealth Concepts
Massachusetts
$1.59M +$608K +14,474 +87%
TI
95
Tidal Investments
Wisconsin
$1.58M -$177K -4,213 -12%
New York State Common Retirement Fund
96
New York State Common Retirement Fund
New York
$1.56M -$188K -4,473 -13%
VRS
97
Virginia Retirement Systems
Virginia
$1.48M -$42K -1,000 -3%
AIG
98
American International Group
New York
$1.45M +$25.3K +603 +2%
IMRF
99
Illinois Municipal Retirement Fund
Illinois
$1.44M +$1.18M +28,112 New
PI
100
PEAK6 Investments
Illinois
$1.41M -$12.3K -292 -1%

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.