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Warrior Met Coal

175 hedge funds and large institutions have $1.58B invested in Warrior Met Coal in 2018 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 72 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 22

67% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 43

15% more funds holding

Funds holding: 152175 (+23)

2% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $9.85M

5.31% less ownership

Funds ownership: 113.41%108.11% (-5.3%)

7% less capital invested

Capital invested by funds: $1.69B → $1.58B (-$110M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
175
Holders Change
+23
Holders Change %
+15.13%
% of All Funds
4.01%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
46
Increased
72
Reduced
43
Closed
22
Calls
$10.1M
Puts
$9.85M
Net Calls
+$217K
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$141M +$56.7M +2,151,587 +73%
AMH
2
Apollo Management Holdings
New York
$104M -$167M -6,345,541 -63%
Franklin Resources
3
Franklin Resources
California
$87.3M -$38.5M -1,461,423 -32%
KKRC
4
Kohlberg Kravis Roberts & Co
New York
$76.2M -$34.5M -1,309,030 -32%
TAM
5
Third Avenue Management
New York
$69.4M +$32.8M +1,243,282 +98%
BlackRock
6
BlackRock
New York
$68.2M +$16.8M +638,963 +35%
LM
7
Luminus Management
Texas
$62.2M +$29.7M +1,127,197 +100%
State Street
8
State Street
Massachusetts
$61.6M +$12.7M +483,124 +28%
Blackstone Inc
9
Blackstone Inc
New York
$60.8M -$97.9M -3,716,466 -63%
Millennium Management
10
Millennium Management
New York
$60.1M +$17.4M +660,307 +43%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$54.1M -$1.06M -40,060 -2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$45.7M -$11.1M -422,925 -20%
KL
13
KGH Ltd
Bahamas
$40M +$5.47M +207,509 +17%
IAM
14
Impala Asset Management
Florida
$34.1M -$32.5M -1,235,015 -50%
LPU
15
Lansdowne Partners (UK)
United Kingdom
$30.2M +$11.8M +446,512 +69%
ABC
16
Anchor Bolt Capital
Illinois
$28.5M +$13.1M +498,845 +93%
WCA
17
Waratah Capital Advisors
Ontario, Canada
$24.6M -$21.6M -818,522 -48%
Ameriprise
18
Ameriprise
Minnesota
$20.5M +$57.8K +2,194 +0.3%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$19.7M +$12.8M +486,900 +213%
Boston Partners
20
Boston Partners
Massachusetts
$18.4M +$496K +18,845 +3%
HHAM
21
HITE Hedge Asset Management
Massachusetts
$17.5M +$12.4M +472,334 +288%
LCM
22
Laurion Capital Management
New York
$16.9M +$15M +570,765 +1,344%
AQR Capital Management
23
AQR Capital Management
Connecticut
$15.8M +$15.1M +572,148 New
GCP
24
GSA Capital Partners
United Kingdom
$15.7M +$8.26M +313,486 +122%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$14.7M -$667K -25,301 -5%

HCC Hedge Fund Activity: Q2 2018 in Review

175 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Warrior Met Coal (HCC) for Q2 2018, worth a combined $1.58B — down 6.5% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new HCC positions and 22 closed out — a net gain of 24 holders — while 72 added to existing stakes and 43 trimmed.

The largest buyer was Vanguard Group, adding an estimated $56.7M. The largest seller was Apollo Management Holdings, cutting an estimated $167M.

  • 175 institutional investors held Warrior Met Coal (HCC) as of Q2 2018, up from 152 in Q1 2018.
  • Funds reported $1.58B of Warrior Met Coal stock for Q2 2018, down 6.5% quarter-over-quarter.
  • 46 funds opened new Warrior Met Coal positions in Q2 2018 and 22 closed out, a net change of +24 holders.
  • The largest Warrior Met Coal buyer in Q2 2018 was Vanguard Group, an estimated $56.7M added.
  • The largest Warrior Met Coal seller in Q2 2018 was Apollo Management Holdings, an estimated $167M sold.

Based on aggregated 13F filings for Q2 2018.