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WLB

Westmoreland Coal Company
WLB

Delisted

WLB was delisted on the 24th of April, 2018.

85 hedge funds and large institutions have $213M invested in Westmoreland Coal Company in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 2

453% more call options, than puts

Call options by funds: $9.88M | Put options by funds: $1.79M

72% more capital invested

Capital invested by funds: $124M → $213M (+$89.2M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

37% more funds holding

Funds holding: 6285 (+23)

35% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 23

Holders
85
Holders Change
+23
Holders Change %
+37.1%
% of All Funds
2.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
25
Increased
31
Reduced
23
Closed
2
Calls
$9.88M
Puts
$1.79M
Net Calls
+$8.09M
Net Calls Change
+$7.84M
Name Holding Trade Value Shares
Change
Change in
Stake
GJL
1
Gendell Jeffrey L
$29.6M -$3.96M -175,000 -15%
BIT
2
BlackRock Institutional Trust
California
$16.4M +$2.27M +100,347 +22%
LCM
3
Lonestar Capital Management
California
$14.9M +$11.3M +500,000 New
WC
4
Wynnefield Capital
New York
$13.7M -$6.41M -283,257 -38%
Vanguard Group
5
Vanguard Group
Pennsylvania
$11M +$630K +27,842 +8%
Allianz Asset Management
6
Allianz Asset Management
Germany
$10.8M
Renaissance Technologies
7
Renaissance Technologies
New York
$9.93M +$3.93M +173,915 +109%
BFA
8
BlackRock Fund Advisors
California
$9.82M +$40.1K +1,771 +0.5%
GCM
9
Goldman Capital Management
New York
$6.2M -$1.68M -74,366 -26%
State Street
10
State Street
Massachusetts
$5.82M +$545K +24,094 +14%
CCM
11
Corsair Capital Management
New York
$5.73M +$645K +28,536 +17%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$5.61M +$261K +11,521 +7%
Northern Trust
13
Northern Trust
Illinois
$4.89M -$254K -11,225 -6%
NI
14
Numeric Investors
Massachusetts
$3.87M +$2.94M +130,047 New
OSAM
15
O'Shaughnessy Asset Management
Connecticut
$3.84M +$2.9M +128,441 +17,839%
Invesco
16
Invesco
Georgia
$3.04M +$1.78M +78,844 +340%
BCM
17
Bridgeway Capital Management
Texas
$2.91M +$5.65K +250 +0.3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.79M -$8.55K -378 -0.4%
QI
19
QS Investors
New York
$2.65M +$2.01M +88,800 New
CS
20
Credit Suisse
Switzerland
$2.45M +$1.43M +63,096 +329%
Millennium Management
21
Millennium Management
New York
$2.43M +$1.84M +81,460 New
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$2.39M +$838K +37,055 +86%
TC
23
TFS Capital
Pennsylvania
$2.34M +$1.78M +78,509 New
OAM
24
Oxford Asset Management
United Kingdom
$2.2M +$1.67M +73,940 New
Geode Capital Management
25
Geode Capital Management
Massachusetts
$2.19M +$652K +28,835 +65%

WLB Hedge Fund Activity: Q1 2014 in Review

85 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Westmoreland Coal Company (WLB) for Q1 2014, worth a combined $213M — up 72% from $124M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new WLB positions and 2 closed out — a net gain of 23 holders — while 31 added to existing stakes and 23 trimmed.

The largest buyer was Lonestar Capital Management, opening a new position worth an estimated $11.3M. The largest seller was T. Rowe Price Associates, cutting an estimated $15.7M.

  • 85 institutional investors held Westmoreland Coal Company (WLB) as of Q1 2014, up from 62 in Q4 2013.
  • Funds reported $213M of Westmoreland Coal Company stock for Q1 2014, up 72% quarter-over-quarter.
  • 25 funds opened new Westmoreland Coal Company positions in Q1 2014 and 2 closed out, a net change of +23 holders.
  • The largest Westmoreland Coal Company buyer in Q1 2014 was Lonestar Capital Management, an estimated $11.3M added.
  • The largest Westmoreland Coal Company seller in Q1 2014 was T. Rowe Price Associates, an estimated $15.7M sold.

Based on aggregated 13F filings for Q1 2014.