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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
AB
126
Amalgamated Bank
New York
$1.04M -$20.3K -484 -2%
Connor, Clark & Lunn Investment Management (CC&L)
127
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.03M +$849K +20,227 New
RJFSA
128
Raymond James Financial Services Advisors
Florida
$1.01M -$282K -6,723 -25%
OSAM
129
O'Shaughnessy Asset Management
Connecticut
$989K -$210K -5,000 -21%
ETC
130
Exchange Traded Concepts
Oklahoma
$989K -$106K -2,518 -12%
MSRPS
131
Maryland State Retirement & Pension System
Maryland
$979K -$46K -1,095 -5%
SEC
132
Seven Eight Capital
New York
$964K +$792K +18,880 New
SIM
133
SummerHaven Investment Management
Connecticut
$958K +$787K +18,746 New
Wells Fargo
134
Wells Fargo
California
$951K -$1.8M -42,884 -70%
Boston Partners
135
Boston Partners
Massachusetts
$915K -$837K -19,929 -53%
Bank of Nova Scotia
136
Bank of Nova Scotia
Ontario, Canada
$894K +$6.17K +147 +0.8%
State of Wisconsin Investment Board
137
State of Wisconsin Investment Board
Wisconsin
$858K +$705K +16,792 New
Grantham, Mayo, Van Otterloo & Co (GMO)
138
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$847K -$3.09M -73,698 -82%
TRSOTSOK
139
Teachers Retirement System of the State of Kentucky
Kentucky
$840K
Citadel Advisors
140
Citadel Advisors
Florida
$827K +$199K +4,739 +41%
RWM
141
Ritholtz Wealth Management
New York
$825K -$70.3K -1,675 -9%
Truist Financial
142
Truist Financial
North Carolina
$810K -$134K -3,198 -17%
AIA
143
Affinity Investment Advisors
California
$805K -$14.3K -340 -2%
Creative Planning
144
Creative Planning
Kansas
$801K -$29.9K -712 -4%
OPERF
145
Oregon Public Employees Retirement Fund
Oregon
$788K -$33.6K -800 -5%
UA
146
Unison Advisors
District of Columbia
$771K +$1.09K +26 +0.2%
HighTower Advisors
147
HighTower Advisors
Illinois
$770K -$250K -5,945 -28%
PC
148
Prairiewood Capital
North Dakota
$764K -$6.34K -151 -1%
ASRS
149
Arizona State Retirement System
Arizona
$756K +$8.35K +199 +1%
State Board of Administration of Florida Retirement System
150
State Board of Administration of Florida Retirement System
Florida
$755K +$3.36K +80 +0.5%

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.