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Warrior Met Coal
HCC

147 hedge funds and large institutions have $822M invested in Warrior Met Coal in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more call options, than puts

Call options by funds: $26.4M | Put options by funds: $4.65M

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

5% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 55

1% less funds holding

Funds holding: 149 → 147 (-2)

4.78% less ownership

Funds ownership: 98.31% → 93.53% (-4.8%)

23% less capital invested

Capital invested by funds: $1.07B → $822M (-$250M)

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

Holders
147
Holders Change
-2
Holders Change %
-1.34%
% of All Funds
2.58%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
18
Increased
52
Reduced
55
Closed
19
Calls
$26.4M
Puts
$4.65M
Net Calls
+$21.7M
Net Calls Change
-$48.8M

Top Buyers

1
State Street
State Street
Massachusetts
+$38.9M
2
BlackRock
BlackRock
New York
+$6.77M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$6.33M
4
JP Morgan Chase
JP Morgan Chase
New York
+$6.22M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$5.11M

Top Sellers

1
WCA
Waratah Capital Advisors
Ontario, Canada
-$27.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$18.3M
3
LC
L1 Capital
Australia
-$15.7M
4
Morgan Stanley
Morgan Stanley
New York
-$14.6M
5
Northern Trust
Northern Trust
Illinois
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
101
UBS Group
Switzerland
$394K +$204K +9,673 +73%
OPERF
102
Oregon Public Employees Retirement Fund
Oregon
$358K +$8.44K +400 +2%
Qube Research & Technologies (QRT)
103
Qube Research & Technologies (QRT)
United Kingdom
$351K +$432K +20,480 New
Ensign Peak Advisors
104
Ensign Peak Advisors
Utah
$337K – – –
State of Tennessee, Department of Treasury
105
State of Tennessee, Department of Treasury
Tennessee
$313K -$9.41K -446 -2%
Bank of Nova Scotia
106
Bank of Nova Scotia
Ontario, Canada
$297K +$148 +7 +0%
SEI Investments
107
SEI Investments
Pennsylvania
$268K +$44K +2,083 +15%
MLICM
108
Metropolitan Life Insurance Company (MetLife)
New York
$268K -$19.3K -916 -6%
ProShare Advisors
109
ProShare Advisors
Maryland
$262K +$60.3K +2,856 +23%
ASRS
110
Arizona State Retirement System
Arizona
$255K +$908 +43 +0.3%
TRSOTSOK
111
Teachers Retirement System of the State of Kentucky
Kentucky
$250K -$71.8K -3,400 -19%
DTL
112
Dynamic Technology Lab
Singapore
$246K +$303K +14,364 New
CM
113
CoreCommodity Management
Connecticut
$227K – – –
BC
114
Bridgefront Capital
Texas
$211K +$260K +12,322 New
State Board of Administration of Florida Retirement System
115
State Board of Administration of Florida Retirement System
Florida
$208K – – –
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$206K -$12.5K -591 -5%
CL
117
CSS LLC
Illinois
$206K +$253K +12,000 New
CSS
118
Cubist Systematic Strategies
Connecticut
$196K +$134K +6,356 +124%
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$190K +$1.31K +62 +0.6%
EGM
120
Engineers Gate Manager
New York
$171K +$211K +10,003 New
MOACM
121
Mutual of America Capital Management
New York
$117K +$10.2K +482 +8%
Citigroup
122
Citigroup
New York
$99K -$169K -7,997 -58%
Zurich Cantonal Bank
123
Zurich Cantonal Bank
Switzerland
$87K – – –
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$81K +$2.77K +131 +3%
AIP
125
Ameritas Investment Partners
Nebraska
$76K – – –
3 4
5
6 7

HCC Hedge Fund Activity: Q1 2021 in Review

147 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Warrior Met Coal (HCC) for Q1 2021, worth a combined $822M — down 23% from $1.07B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of HCC and 18 opened new positions — a net loss of 1 holder — while 55 trimmed existing stakes and 52 added.

The largest buyer was State Street, adding an estimated $38.9M. The largest seller was Waratah Capital Advisors, cutting an estimated $27.8M.

  • 147 institutional investors held Warrior Met Coal (HCC) as of Q1 2021, down from 149 in Q4 2020.
  • Funds reported $822M of Warrior Met Coal stock for Q1 2021, down 23% quarter-over-quarter.
  • 18 funds opened new Warrior Met Coal positions in Q1 2021 and 19 closed out, a net change of -1 holder.
  • The largest Warrior Met Coal buyer in Q1 2021 was State Street, an estimated $38.9M added.
  • The largest Warrior Met Coal seller in Q1 2021 was Waratah Capital Advisors, an estimated $27.8M sold.

Based on aggregated 13F filings for Q1 2021.