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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
AIA
176
Affinity Investment Advisors
California
$570K -$338K -6,410 -41%
KAS
177
Kestra Advisory Services
Texas
$560K -$18.9K -358 -4%
FHB
178
First Hawaiian Bank
Hawaii
$558K -$72.3K -1,370 -13%
BCM
179
Bayesian Capital Management
New York
$557K +$482K +9,135 New
MOACM
180
Mutual of America Capital Management
New York
$555K -$633 -12 -0.1%
Zurich Cantonal Bank
181
Zurich Cantonal Bank
Switzerland
$545K -$131K -2,486 -22%
Osaic Holdings
182
Osaic Holdings
Arizona
$537K -$202K -3,836 -30%
CIP
183
Cornerstone Investment Partners
Georgia
$532K
GCM
184
Gallacher Capital Management
Colorado
$531K -$205K -3,885 -31%
Mercer Global Advisors
185
Mercer Global Advisors
Colorado
$527K +$95.6K +1,811 +26%
WG
186
Winton Group
United Kingdom
$526K -$87K -1,649 -16%
QCM
187
QRG Capital Management
Illinois
$499K +$93.6K +1,774 +28%
VAM
188
Verity Asset Management
North Carolina
$492K -$15K -285 -3%
AAS
189
Annex Advisory Services
Wisconsin
$480K +$65.8K +1,246 +19%
EGM
190
Engineers Gate Manager
New York
$479K +$415K +7,864 New
Los Angeles Capital Management
191
Los Angeles Capital Management
California
$461K -$126K -2,380 -24%
YMRC
192
Yorktown Management & Research Company
Virginia
$457K
Boston Partners
193
Boston Partners
Massachusetts
$391K -$607K -11,494 -64%
HighTower Advisors
194
HighTower Advisors
Illinois
$390K -$460K -8,719 -58%
ECM
195
EMC Capital Management
Texas
$389K
GC
196
Guggenheim Capital
Illinois
$388K +$336K +6,364 New
Pictet Asset Management
197
Pictet Asset Management
Switzerland
$382K
OA
198
Oxbow Advisors
Texas
$378K +$327K +6,200 New
LAM
199
Lakewood Asset Management
Illinois
$371K -$6.02K -114 -2%
BBA
200
Baader Bank Aktiengesellschaft
Germany
$367K +$318K +6,024 New

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.