We are live on ! Find out more
HCC icon

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
SPIA
151
Steward Partners Investment Advisory
New York
$754K +$348K +8,286 +128%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$750K +$665K +15,838 New
JIR
153
James Investment Research
Ohio
$709K
KCM
154
Kendall Capital Management
Maryland
$708K +$126K +3,000 +28%
EF
155
Empirical Finance
Pennsylvania
$689K +$4.28K +102 +0.8%
AMC
156
Atlas Merchant Capital
New York
$679K
CCA
157
Catalyst Capital Advisors
New York
$676K +$87.6K +2,087 +19%
SI
158
Symmetry Investments
Jersey
$654K +$537K +12,800 New
Osaic Holdings
159
Osaic Holdings
Arizona
$646K +$507K +12,082 +2,142%
GCM
160
Gallacher Capital Management
Colorado
$643K -$250K -5,947 -32%
ACM
161
Aquatic Capital Management
Illinois
$623K +$512K +12,200 New
LPL Financial
162
LPL Financial
California
$592K +$52.7K +1,255 +12%
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$583K +$102K +2,428 +27%
FHB
164
First Hawaiian Bank
Hawaii
$537K -$14.3K -340 -3%
WG
165
Winton Group
United Kingdom
$525K -$434K -10,350 -50%
DS
166
DRW Securities
Illinois
$521K +$428K +10,200 New
BCM
167
BTC Capital Management
Iowa
$513K -$128K -3,040 -23%
Los Angeles Capital Management
168
Los Angeles Capital Management
California
$507K -$466K -11,095 -53%
AC
169
Amitell Capital
Singapore
$501K -$840K -20,000 -67%
NYLIM
170
New York Life Investment Management
New York
$495K -$64.8K -1,543 -14%
KAS
171
Kestra Advisory Services
Texas
$488K +$140K +3,345 +54%
MOACM
172
Mutual of America Capital Management
New York
$466K -$43.6K -1,038 -10%
NVCHI
173
New Vernon Capital Holdings II
New Jersey
$459K +$52.3K +1,246 +16%
CIP
174
Cornerstone Investment Partners
Georgia
$446K -$26.8K -638 -7%
RJA
175
Raymond James & Associates
Florida
$433K +$356K +8,484 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.