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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
Franklin Resources
101
Franklin Resources
California
$1.41M +$27.9K +664 +2%
MIM
102
MetLife Investment Management
New Jersey
$1.39M
YCM
103
Yousif Capital Management
Michigan
$1.38M -$78.2K -1,862 -6%
SEI Investments
104
SEI Investments
Pennsylvania
$1.38M +$17.7K +421 +2%
Deutsche Bank
105
Deutsche Bank
Germany
$1.36M -$35.1M -835,320 -97%
New York State Teachers Retirement System (NYSTRS)
106
New York State Teachers Retirement System (NYSTRS)
New York
$1.35M -$129K -3,068 -10%
LSERS
107
Louisiana State Employees Retirement System
Louisiana
$1.35M -$33.6K -800 -3%
Comerica Bank
108
Comerica Bank
Texas
$1.26M +$1.03M +24,575 New
ZIM
109
Zacks Investment Management
Illinois
$1.25M -$92.5K -2,203 -8%
CCIA
110
Campbell & Co Investment Adviser
Maryland
$1.22M +$1M +23,850 New
MAM
111
Martingale Asset Management
Massachusetts
$1.21M -$272K -6,477 -21%
ECM
112
ExodusPoint Capital Management
New York
$1.17M +$961K +22,900 New
Janus Henderson Group
113
Janus Henderson Group
United Kingdom
$1.17M +$126 +3 +0%
GAM
114
Gotham Asset Management
New York
$1.17M -$668K -15,910 -41%
Mitsubishi UFJ Trust & Banking
115
Mitsubishi UFJ Trust & Banking
Japan
$1.15M -$31.8K -757 -3%
Mirae Asset Global Investments
116
Mirae Asset Global Investments
South Korea
$1.15M
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$1.15M -$177K -4,222 -16%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
118
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.14M
SO
119
STRS Ohio
Ohio
$1.13M -$67.2K -1,600 -7%
Bank of America
120
Bank of America
North Carolina
$1.13M -$809K -19,285 -47%
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
$1.12M +$220K +5,233 +31%
SG Americas Securities
122
SG Americas Securities
New York
$1.11M -$30.3K -723 -3%
Royal Bank of Canada
123
Royal Bank of Canada
Ontario, Canada
$1.1M -$1.31M -31,112 -59%
VOYA Investment Management
124
VOYA Investment Management
Georgia
$1.06M +$8.23K +196 +1%
EI
125
EAM Investors
California
$1.05M +$867K +20,645 New

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.