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Warrior Met Coal

284 hedge funds and large institutions have $3.01B invested in Warrior Met Coal in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 76 increasing their positions, 118 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 20

58% more call options, than puts

Call options by funds: $23.9M | Put options by funds: $15.1M

27% more capital invested

Capital invested by funds: $2.36B → $3.01B (+$643M)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

14% more funds holding

Funds holding: 250284 (+34)

5.82% more ownership

Funds ownership: 88.98%94.8% (+5.8%)

36% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 118

Holders
284
Holders Change
+34
Holders Change %
+13.6%
% of All Funds
4.14%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
57
Increased
76
Reduced
118
Closed
20
Calls
$23.9M
Puts
$15.1M
Net Calls
+$8.77M
Net Calls Change
+$9.18M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$441M +$9.22M +174,731 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$399M -$12.7M -240,844 -4%
KL
3
KGH Ltd
Bahamas
$158M
Fidelity Investments
4
Fidelity Investments
Massachusetts
$141M -$1.06M -20,140 -0.9%
Morgan Stanley
5
Morgan Stanley
New York
$140M +$73.9M +1,400,984 +157%
State Street
6
State Street
Massachusetts
$118M +$2.17M +41,100 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$111M +$54.9K +1,040 +0.1%
LC
8
L1 Capital
Australia
$81.4M -$11.4M -215,964 -14%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$77.4M +$1.24M +23,416 +2%
WCA
10
Waratah Capital Advisors
Ontario, Canada
$70.8M +$753K +14,261 +1%
American Century Companies
11
American Century Companies
Missouri
$70.1M +$9.9M +187,606 +20%
Renaissance Technologies
12
Renaissance Technologies
New York
$69.7M -$3.69M -70,000 -6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$67.8M +$2.69M +50,889 +5%
TAM
14
Third Avenue Management
New York
$59M -$15.8M -299,454 -24%
Pacer Advisors
15
Pacer Advisors
Pennsylvania
$49.2M -$18.2M -344,826 -30%
Allianz Asset Management
16
Allianz Asset Management
Germany
$44.5M +$3.41M +64,672 +10%
Assenagon Asset Management
17
Assenagon Asset Management
Luxembourg
$44.4M +$38.4M +728,030 New
JP Morgan Chase
18
JP Morgan Chase
New York
$43.1M +$27.8M +526,642 +292%
Northern Trust
19
Northern Trust
Illinois
$38.8M +$494K +9,352 +1%
DS
20
Dalal Street
Texas
$38.4M +$33.2M +629,712 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$34.5M -$4.62M -87,552 -13%
Charles Schwab
22
Charles Schwab
California
$31.9M +$292K +5,537 +1%
Citadel Advisors
23
Citadel Advisors
Florida
$31.4M +$26.3M +498,895 +3,080%
WMSA
24
Weiss Multi-Strategy Advisers
New York
$26.4M +$6.64M +125,780 +41%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$23.4M +$436K +8,260 +2%

HCC Hedge Fund Activity: Q4 2023 in Review

284 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Warrior Met Coal (HCC) for Q4 2023, worth a combined $3.01B — up 27% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new HCC positions and 20 closed out — a net gain of 37 holders — while 76 added to existing stakes and 118 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $73.9M. The largest seller was Pacer Advisors, cutting an estimated $18.2M.

  • 284 institutional investors held Warrior Met Coal (HCC) as of Q4 2023, up from 250 in Q3 2023.
  • Funds reported $3.01B of Warrior Met Coal stock for Q4 2023, up 27% quarter-over-quarter.
  • 57 funds opened new Warrior Met Coal positions in Q4 2023 and 20 closed out, a net change of +37 holders.
  • The largest Warrior Met Coal buyer in Q4 2023 was Morgan Stanley, an estimated $73.9M added.
  • The largest Warrior Met Coal seller in Q4 2023 was Pacer Advisors, an estimated $18.2M sold.

Based on aggregated 13F filings for Q4 2023.