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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
HWAM
176
Hennion & Walsh Asset Management
New Jersey
$433K -$672 -16 -0.2%
VAM
177
Verity Asset Management
North Carolina
$427K +$87.1K +2,074 +33%
ProShare Advisors
178
ProShare Advisors
Maryland
$403K -$8.73K -208 -3%
YMRC
179
Yorktown Management & Research Company
Virginia
$383K +$315K +7,500 New
CC
180
Centiva Capital
New York
$381K +$313K +7,450 New
Envestnet Asset Management
181
Envestnet Asset Management
Illinois
$372K -$199K -4,751 -39%
CL
182
CSS LLC
Illinois
$350K -$256K -6,100 -47%
Mercer Global Advisors
183
Mercer Global Advisors
Colorado
$349K +$21.5K +512 +8%
AAS
184
Annex Advisory Services
Wisconsin
$339K -$14.9K -356 -5%
QCM
185
QRG Capital Management
Illinois
$327K +$269K +6,404 New
ECM
186
EMC Capital Management
Texas
$326K +$184K +4,388 +219%
Pictet Asset Management
187
Pictet Asset Management
Switzerland
$320K +$263K +6,268 New
LAM
188
Lakewood Asset Management
Illinois
$317K +$4.24K +101 +2%
RFC
189
Regions Financial Corp
Alabama
$306K
AIM
190
ARGA Investment Management
Connecticut
$301K -$12.9K -307 -5%
CA
191
Cetera Advisors
Colorado
$290K +$3.19K +76 +1%
VI
192
Vestcor Inc
New Brunswick, Canada
$289K
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
$288K
SOW
194
State of Wyoming
Wyoming
$271K -$81.7K -1,947 -27%
JFG
195
Jefferies Financial Group
New York
$271K +$222K +5,296 New
WHC
196
Wulff, Hansen & Co
California
$270K
FNT
197
First National Trust
Pennsylvania
$268K
AIP
198
Ameritas Investment Partners
Nebraska
$263K +$36.5K +869 +20%
VF
199
Virtu Financial
New York
$244K +$201K +4,779 New
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$234K +$192K +4,584 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.