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Warrior Met Coal

198 hedge funds and large institutions have $1.67B invested in Warrior Met Coal in 2019 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 69 increasing their positions, 62 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 13

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

23% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $1.28M

21% more funds holding

Funds holding: 163198 (+35)

19% more capital invested

Capital invested by funds: $1.4B → $1.67B (+$266M)

11% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 62

3.45% less ownership

Funds ownership: 110.07%106.62% (-3.4%)

Holders
198
Holders Change
+35
Holders Change %
+21.47%
% of All Funds
4.29%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.17%
New
48
Increased
69
Reduced
62
Closed
13
Calls
$1.57M
Puts
$1.28M
Net Calls
+$290K
Net Calls Change
-$169K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$186M +$3.82M +139,779 +2%
AMH
2
Apollo Management Holdings
New York
$114M
BlackRock
3
BlackRock
New York
$88.3M -$1.26M -46,033 -2%
State Street
4
State Street
Massachusetts
$58.2M -$4.73M -173,034 -8%
TAM
5
Third Avenue Management
New York
$55.2M -$17.9M -653,507 -25%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$53M +$1.58M +57,602 +3%
LM
7
Luminus Management
Texas
$52.5M -$6.57M -240,034 -12%
PIM
8
Platinum Investment Management
Australia
$48.8M
IAM
9
Impala Asset Management
Florida
$44.6M +$10.8M +394,404 +37%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$43.4M -$7.9M -288,793 -17%
Franklin Resources
11
Franklin Resources
California
$40.7M -$50M -1,827,803 -58%
KL
12
KGH Ltd
Bahamas
$37.4M -$9.28M -339,080 -22%
Goldman Sachs
13
Goldman Sachs
New York
$37M +$5.18M +189,473 +18%
Allianz Asset Management
14
Allianz Asset Management
Germany
$34.7M +$1.75M +64,094 +6%
LPU
15
Lansdowne Partners (UK)
United Kingdom
$33.3M +$11.2M +411,133 +60%
JP Morgan Chase
16
JP Morgan Chase
New York
$32.7M +$1.07M +39,112 +4%
Northern Trust
17
Northern Trust
Illinois
$31.8M +$1.99M +72,726 +7%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$29.8M +$11.6M +423,637 +76%
ABC
19
Anchor Bolt Capital
Illinois
$28.8M -$12.2M -445,672 -32%
Millennium Management
20
Millennium Management
New York
$28.1M -$30.6M -1,117,690 -55%
Citadel Advisors
21
Citadel Advisors
Florida
$27.7M +$877K +32,068 +4%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$27.5M +$3.08M +112,503 +14%
AQR Capital Management
23
AQR Capital Management
Connecticut
$25.2M -$9.49M -346,736 -30%
Mackenzie Financial
24
Mackenzie Financial
Ontario, Canada
$23M -$1.25M -45,759 -6%
Robeco Institutional Asset Management
25
Robeco Institutional Asset Management
Netherlands
$21.5M +$1.56M +57,046 +9%

HCC Hedge Fund Activity: Q1 2019 in Review

198 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Warrior Met Coal (HCC) for Q1 2019, worth a combined $1.67B — up 19% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new HCC positions and 13 closed out — a net gain of 35 holders — while 69 added to existing stakes and 62 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $11.6M. The largest seller was Franklin Resources, cutting an estimated $50M.

  • 198 institutional investors held Warrior Met Coal (HCC) as of Q1 2019, up from 163 in Q4 2018.
  • Funds reported $1.67B of Warrior Met Coal stock for Q1 2019, up 19% quarter-over-quarter.
  • 48 funds opened new Warrior Met Coal positions in Q1 2019 and 13 closed out, a net change of +35 holders.
  • The largest Warrior Met Coal buyer in Q1 2019 was Arrowstreet Capital, an estimated $11.6M added.
  • The largest Warrior Met Coal seller in Q1 2019 was Franklin Resources, an estimated $50M sold.

Based on aggregated 13F filings for Q1 2019.