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Warrior Met Coal

112 hedge funds and large institutions have $1.22B invested in Warrior Met Coal in 2017 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

39% more capital invested

Capital invested by funds: $880M → $1.22B (+$339M)

23% more funds holding

Funds holding: 91112 (+21)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

3% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 31

0.13% less ownership

Funds ownership: 97.21%97.08% (-0.13%)

19% less call options, than puts

Call options by funds: $532K | Put options by funds: $658K

Holders
112
Holders Change
+21
Holders Change %
+23.08%
% of All Funds
2.79%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
33
Increased
32
Reduced
31
Closed
12
Calls
$532K
Puts
$658K
Net Calls
-$126K
Net Calls Change
-$124K
Name Holding Trade Value Shares
Change
Change in
Stake
AMH
1
Apollo Management Holdings
New York
$238M
Blackstone Inc
2
Blackstone Inc
New York
$140M +$92 +4 +0%
Franklin Resources
3
Franklin Resources
California
$117M -$46 -2 -0%
KKRC
4
Kohlberg Kravis Roberts & Co
New York
$96M
CC
5
Caspian Capital
New York
$44.7M -$6.89M -300,000 -14%
Capital World Investors
6
Capital World Investors
California
$38M +$23 +1 +0%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$34.9M +$16.4M +716,000 +89%
Vanguard Group
8
Vanguard Group
Pennsylvania
$32.6M +$3.4M +148,298 +12%
IAM
9
Impala Asset Management
Florida
$31.4M +$1.66M +72,327 +6%
BlackRock
10
BlackRock
New York
$24.4M +$3.44M +149,913 +17%
Ameriprise
11
Ameriprise
Minnesota
$23M +$2.09M +91,068 +10%
Jennison Associates
12
Jennison Associates
New York
$23M -$1.87M -81,431 -8%
NM
13
Nokota Management
New York
$20.1M
ABC
14
Anchor Bolt Capital
Illinois
$19.9M -$6.81M -296,575 -26%
SPC
15
Silver Point Capital
Connecticut
$19.9M
TGHSA
16
TPG Group Holdings (SBS) Advisors
Texas
$18.2M
State Street
17
State Street
Massachusetts
$16.9M +$12.3M +537,587 +303%
6CM
18
683 Capital Management
New York
$16.5M -$5.9M -257,200 -27%
FCM
19
Frontier Capital Management
Massachusetts
$14.9M -$211K -9,207 -1%
FSH
20
Franklin Square Holdings
Pennsylvania
$14.2M
MP
21
Mangrove Partners
Connecticut
$13.8M -$1.92M -83,580 -13%
LPU
22
Lansdowne Partners (UK)
United Kingdom
$13.7M -$3.5M -152,338 -21%
BCM
23
BBT Capital Management
Texas
$13.2M
Millennium Management
24
Millennium Management
New York
$12.1M +$11.8M +514,828 New
Renaissance Technologies
25
Renaissance Technologies
New York
$12M +$11.7M +509,500 New

HCC Hedge Fund Activity: Q3 2017 in Review

112 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Warrior Met Coal (HCC) for Q3 2017, worth a combined $1.22B — up 39% from $880M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HCC positions and 12 closed out — a net gain of 21 holders — while 32 added to existing stakes and 31 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $16.4M. The largest seller was Citadel Advisors, cutting an estimated $9.11M.

  • 112 institutional investors held Warrior Met Coal (HCC) as of Q3 2017, up from 91 in Q2 2017.
  • Funds reported $1.22B of Warrior Met Coal stock for Q3 2017, up 39% quarter-over-quarter.
  • 33 funds opened new Warrior Met Coal positions in Q3 2017 and 12 closed out, a net change of +21 holders.
  • The largest Warrior Met Coal buyer in Q3 2017 was Fidelity Investments, an estimated $16.4M added.
  • The largest Warrior Met Coal seller in Q3 2017 was Citadel Advisors, an estimated $9.11M sold.

Based on aggregated 13F filings for Q3 2017.