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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
VOYA Investment Management
126
VOYA Investment Management
Georgia
$1.27M +$1.48K +28 +0.1%
Massachusetts Financial Services
127
Massachusetts Financial Services
Massachusetts
$1.21M +$1.05M +19,810 New
Mitsubishi UFJ Trust & Banking
128
Mitsubishi UFJ Trust & Banking
Japan
$1.21M -$145K -2,752 -12%
ETC
129
Exchange Traded Concepts
Oklahoma
$1.2M +$14.7K +279 +1%
AB
130
Amalgamated Bank
New York
$1.19M -$39K -738 -4%
OSAM
131
O'Shaughnessy Asset Management
Connecticut
$1.17M -$5.22K -99 -0.5%
RJFSA
132
Raymond James Financial Services Advisors
Florida
$1.17M -$33.6K -636 -3%
SO
133
STRS Ohio
Ohio
$1.16M -$164K -3,100 -14%
SIM
134
SummerHaven Investment Management
Connecticut
$1.15M +$10.1K +192 +1%
MSRPS
135
Maryland State Retirement & Pension System
Maryland
$1.15M -$13.4K -254 -1%
Walleye Trading
136
Walleye Trading
New York
$1.15M +$802K +15,194 +417%
RA
137
Royce & Associates
New York
$1.1M +$724K +13,716 +315%
BNP Paribas Financial Markets
138
BNP Paribas Financial Markets
France
$1.08M -$251K -4,747 -21%
Bank of Nova Scotia
139
Bank of Nova Scotia
Ontario, Canada
$1.06M -$7.76K -147 -0.8%
GAM
140
Gotham Asset Management
New York
$1.05M -$299K -5,661 -25%
Creative Planning
141
Creative Planning
Kansas
$1.02M +$52.7K +999 +6%
TRSOTSOK
142
Teachers Retirement System of the State of Kentucky
Kentucky
$1M
US Bancorp
143
US Bancorp
Minnesota
$985K +$836K +15,833 +4,887%
RWM
144
Ritholtz Wealth Management
New York
$969K -$13K -247 -2%
Truist Financial
145
Truist Financial
North Carolina
$936K -$26.2K -496 -3%
OPERF
146
Oregon Public Employees Retirement Fund
Oregon
$929K -$10.8K -204 -1%
UA
147
Unison Advisors
District of Columbia
$921K +$1.06K +20 +0.1%
Grantham, Mayo, Van Otterloo & Co (GMO)
148
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$908K -$88.9K -1,684 -10%
State Board of Administration of Florida Retirement System
149
State Board of Administration of Florida Retirement System
Florida
$901K
ASRS
150
Arizona State Retirement System
Arizona
$887K -$13.7K -260 -2%

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.