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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
AQR Capital Management
151
AQR Capital Management
Connecticut
– -$1.4M -65,622 Closed
AGC
152
Alden Global Capital
Florida
– -$917K -43,000 Closed
Janus Henderson Group
153
Janus Henderson Group
United Kingdom
– -$872K -40,919 Closed
BAM
154
Blueshift Asset Management
New Jersey
– -$613K -28,760 Closed
QI
155
QS Investors
New York
– -$601K -28,200 Closed
HSBC Holdings
156
HSBC Holdings
United Kingdom
– -$497K -23,426 Closed
ETC
157
Exchange Traded Concepts
Oklahoma
– -$433K -20,310 Closed
MSA
158
Mason Street Advisors
Wisconsin
– -$407K -19,087 Closed
MSL
159
Mackay Shields LLC
New York
– -$231K -10,800 Closed
FTDI
160
First Trust Direct Indexing
Massachusetts
– -$46K -2,167 Closed
VCG
161
Vantage Consulting Group
Virginia
– -$17K -783 Closed
Osaic Holdings
162
Osaic Holdings
Arizona
– -$5.95K -282 -96%
AW
163
Avion Wealth
Texas
– -$1K -58 Closed
PWPS
164
Pinnacle Wealth Planning Services
Ohio
– -$1K -32 Closed
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.