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Warrior Met Coal

126 hedge funds and large institutions have $1.5B invested in Warrior Met Coal in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 54 increasing their positions, 25 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 25

54% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 26

23% more capital invested

Capital invested by funds: $1.22B → $1.5B (+$285M)

14.87% more ownership

Funds ownership: 97.08%111.95% (+15%)

13% more funds holding

Funds holding: 112126 (+14)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

92% less call options, than puts

Call options by funds: $1.35M | Put options by funds: $16.3M

Holders
126
Holders Change
+14
Holders Change %
+12.5%
% of All Funds
2.86%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
40
Increased
54
Reduced
25
Closed
26
Calls
$1.35M
Puts
$16.3M
Net Calls
-$14.9M
Net Calls Change
-$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AMH
1
Apollo Management Holdings
New York
$254M
Blackstone Inc
2
Blackstone Inc
New York
$149M
Franklin Resources
3
Franklin Resources
California
$119M -$7.57M -301,567 -6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$107M +$69M +2,749,738 +181%
KKRC
5
Kohlberg Kravis Roberts & Co
New York
$102M
Vanguard Group
6
Vanguard Group
Pennsylvania
$66M +$31.1M +1,239,847 +90%
IAM
7
Impala Asset Management
Florida
$50.4M +$16.9M +672,485 +50%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$47.4M +$37.8M +1,507,727 +401%
BlackRock
9
BlackRock
New York
$45.4M +$19.3M +770,654 +75%
State Street
10
State Street
Massachusetts
$40.9M +$22.9M +912,245 +128%
CIM
11
Contrarius Investment Management
Jersey
$38.8M +$33.4M +1,330,991 +629%
Millennium Management
12
Millennium Management
New York
$26.9M +$13.9M +553,771 +108%
LM
13
Luminus Management
Texas
$26.3M +$26.2M +1,044,655 New
ABC
14
Anchor Bolt Capital
Illinois
$24.5M +$3.25M +129,624 +15%
Renaissance Technologies
15
Renaissance Technologies
New York
$23.7M +$10.9M +433,400 +85%
KL
16
KGH Ltd
Bahamas
$22.9M +$22.9M +912,402 New
Ameriprise
17
Ameriprise
Minnesota
$22.4M -$2.17M -86,548 -9%
Jennison Associates
18
Jennison Associates
New York
$22.3M -$2.18M -86,896 -9%
LPU
19
Lansdowne Partners (UK)
United Kingdom
$17.9M +$3.23M +128,573 +22%
TAM
20
Third Avenue Management
New York
$17.3M +$17.2M +686,383 New
FSH
21
Franklin Square Holdings
Pennsylvania
$15.2M
Two Sigma Investments
22
Two Sigma Investments
New York
$14.9M +$14.8M +590,717 New
Wellington Management Group
23
Wellington Management Group
Massachusetts
$14.7M +$10.7M +426,627 +271%
BCM
24
BBT Capital Management
Texas
$14.1M
JP Morgan Chase
25
JP Morgan Chase
New York
$13.4M +$12.5M +499,692 +1,509%

HCC Hedge Fund Activity: Q4 2017 in Review

126 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Warrior Met Coal (HCC) for Q4 2017, worth a combined $1.5B — up 23% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new HCC positions and 26 closed out — a net gain of 14 holders — while 54 added to existing stakes and 25 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $69M. The largest seller was Caspian Capital, cutting an estimated $47M.

  • 126 institutional investors held Warrior Met Coal (HCC) as of Q4 2017, up from 112 in Q3 2017.
  • Funds reported $1.5B of Warrior Met Coal stock for Q4 2017, up 23% quarter-over-quarter.
  • 40 funds opened new Warrior Met Coal positions in Q4 2017 and 26 closed out, a net change of +14 holders.
  • The largest Warrior Met Coal buyer in Q4 2017 was Fidelity Investments, an estimated $69M added.
  • The largest Warrior Met Coal seller in Q4 2017 was Caspian Capital, an estimated $47M sold.

Based on aggregated 13F filings for Q4 2017.