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Hallador Energy

89 hedge funds and large institutions have $97.8M invested in Hallador Energy in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 29

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.59% less ownership

Funds ownership: 53.69%52.1% (-1.6%)

4% less funds holding

Funds holding: 9389 (-4)

15% less capital invested

Capital invested by funds: $115M → $97.8M (-$17.1M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $12K

Holders
89
Holders Change
-4
Holders Change %
-4.3%
% of All Funds
2.03%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
5
Increased
37
Reduced
29
Closed
8
Calls
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$632K -$315K -49,859 -33%
SO
27
STRS Ohio
Ohio
$465K +$262K +41,500 +125%
B
28
Barings
North Carolina
$431K
JP Morgan Chase
29
JP Morgan Chase
New York
$417K +$402K +63,654 +1,887%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$386K -$288K -45,533 -42%
MCM
31
Matarin Capital Management
New York
$380K -$207K -32,738 -35%
Connor, Clark & Lunn Investment Management (CC&L)
32
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$304K -$2.53K -400 -0.8%
Deutsche Bank
33
Deutsche Bank
Germany
$298K +$105K +16,576 +53%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$286K -$29K -4,600 -9%
AP
35
AlpInvest Partners
Netherlands
$286K +$290K +45,974 New
Russell Investments Group
36
Russell Investments Group
United Kingdom
$285K -$25.9K -4,104 -8%
AG
37
Algert Global
California
$282K +$17K +2,686 +6%
RR
38
Robotti Robert
$267K
HW
39
Hancock Whitney
Mississippi
$260K -$17K -2,685 -6%
Wells Fargo
40
Wells Fargo
California
$244K -$113K -17,832 -31%
OSAM
41
O'Shaughnessy Asset Management
Connecticut
$241K +$52.7K +8,347 +28%
OAM
42
Oxford Asset Management
United Kingdom
$221K +$161K +25,525 +245%
American Century Companies
43
American Century Companies
Missouri
$218K -$38.5K -6,093 -15%
TCIM
44
TIAA CREF Investment Management
New York
$213K -$30.4K -4,812 -12%
Two Sigma Investments
45
Two Sigma Investments
New York
$176K -$360K -56,940 -67%
RA
46
Royce & Associates
New York
$176K +$13.8K +2,190 +8%
Charles Schwab
47
Charles Schwab
California
$175K
TA
48
Teachers Advisors
New York
$173K -$1.58K -251 -0.9%
MSL
49
Mackay Shields LLC
New York
$171K +$65K +10,300 +60%
HIMCH
50
Hartford Investment Management Co (HIMCO)
Connecticut
$163K -$11K -1,748 -6%

HNRG Hedge Fund Activity: Q3 2018 in Review

89 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Hallador Energy (HNRG) for Q3 2018, worth a combined $97.8M — down 15% from $115M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of HNRG and 5 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 37 added.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $779K. The largest seller was Yorktown Energy Partners VII, cutting an estimated $3.4M.

  • 89 institutional investors held Hallador Energy (HNRG) as of Q3 2018, down from 93 in Q2 2018.
  • Funds reported $97.8M of Hallador Energy stock for Q3 2018, down 15% quarter-over-quarter.
  • 5 funds opened new Hallador Energy positions in Q3 2018 and 8 closed out, a net change of -3 holders.
  • The largest Hallador Energy buyer in Q3 2018 was T. Rowe Price Associates, an estimated $779K added.
  • The largest Hallador Energy seller in Q3 2018 was Yorktown Energy Partners VII, an estimated $3.4M sold.

Based on aggregated 13F filings for Q3 2018.