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Warrior Met Coal

218 hedge funds and large institutions have $1.42B invested in Warrior Met Coal in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 91 increasing their positions, 65 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 65

24% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 33

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

4.17% more ownership

Funds ownership: 94.68%98.85% (+4.2%)

3% more funds holding

Funds holding: 211218 (+7)

9% less call options, than puts

Call options by funds: $9.97M | Put options by funds: $11M

5% less capital invested

Capital invested by funds: $1.5B → $1.42B (-$77.7M)

Holders
218
Holders Change
+7
Holders Change %
+3.32%
% of All Funds
3.76%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
41
Increased
91
Reduced
65
Closed
33
Calls
$9.97M
Puts
$11M
Net Calls
-$997K
Net Calls Change
-$9.57M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
201
IFP Advisors
Florida
$22K +$523 +17 +3%
AF
202
Allworth Financial
California
$12K +$13.2K +429 +14,300%
EWA
203
EverSource Wealth Advisors
Alabama
$11K
Osaic Holdings
204
Osaic Holdings
Arizona
$11K +$2.77K +90 +29%
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$7K +$3.57K +116 +85%
HMS
206
Hanseatic Management Services
New Mexico
$6K
S
207
SignatureFD
Georgia
$6K +$185 +6 +3%
PA
208
Parallel Advisors
California
$6K +$369 +12 +6%
WFA
209
Wipfli Financial Advisors
Wisconsin
$5K +$5.54K +180 New
PFBT
210
Parkside Financial Bank & Trust
Missouri
$4K
LC
211
Lindbrook Capital
California
$3K -$769 -25 -19%
BWM
212
Baystate Wealth Management
Massachusetts
$3K +$92 +3 +3%
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$3K +$707 +23 +32%
STCOSD
214
Sageworth Trust Company of South Dakota
South Dakota
$2K -$1.11K -36 -40%
PTC
215
Private Trust Company
Ohio
$2K
FMII
216
Farmers & Merchants Investments Inc
Nebraska
$1K +$1.11K +36 New
Assenagon Asset Management
217
Assenagon Asset Management
Luxembourg
-$47.4M -1,549,584 Closed
Two Sigma Investments
218
Two Sigma Investments
New York
-$8.51M -277,937 Closed
EF
219
Empowered Funds
Pennsylvania
-$5.44M -177,637 Closed
Bank of Montreal
220
Bank of Montreal
Ontario, Canada
-$3.37K -99,668 Closed
EI
221
EAM Investors
California
-$2.01M -65,756 Closed
PI
222
PEAK6 Investments
Illinois
-$1.76M -57,338 Closed
JF
223
Jump Financial
Illinois
-$1.52M -49,737 Closed
EGI
224
EAM Global Investors
California
-$1.49M -48,692 Closed
EGM
225
Engineers Gate Manager
New York
-$1.33M -43,534 Closed

HCC Hedge Fund Activity: Q3 2022 in Review

218 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Warrior Met Coal (HCC) for Q3 2022, worth a combined $1.42B — down 5.2% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new HCC positions and 33 closed out — a net gain of 8 holders — while 91 added to existing stakes and 65 trimmed.

The largest buyer was L1 Capital, adding an estimated $31.5M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $47.4M sold.

  • 218 institutional investors held Warrior Met Coal (HCC) as of Q3 2022, up from 211 in Q2 2022.
  • Funds reported $1.42B of Warrior Met Coal stock for Q3 2022, down 5.2% quarter-over-quarter.
  • 41 funds opened new Warrior Met Coal positions in Q3 2022 and 33 closed out, a net change of +8 holders.
  • The largest Warrior Met Coal buyer in Q3 2022 was L1 Capital, an estimated $31.5M added.
  • The largest Warrior Met Coal seller in Q3 2022 was Assenagon Asset Management, an estimated $47.4M sold.

Based on aggregated 13F filings for Q3 2022.