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WLB

Westmoreland Coal Company
WLB

Delisted

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

100 hedge funds and large institutions have $222M invested in Westmoreland Coal Company in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 7

107% more call options, than puts

Call options by funds: $6.03M | Put options by funds: $2.91M

104% more capital invested

Capital invested by funds: $109M → $222M (+$114M)

27% more funds holding

Funds holding: 79100 (+21)

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
100
Holders Change
+21
Holders Change %
+26.58%
% of All Funds
2.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
30
Increased
34
Reduced
29
Closed
7
Calls
$6.03M
Puts
$2.91M
Net Calls
+$3.11M
Net Calls Change
+$1.77M
Name Holding Trade Value Shares
Change
Change in
Stake
MP
1
Mangrove Partners
Connecticut
$28.5M -$3.92M -280,641 -15%
GJL
2
Gendell Jeffrey L
$21.6M +$246K +17,643 +1%
VCM
3
Venor Capital Management
New York
$15.8M -$5.53M -396,239 -31%
Vanguard Group
4
Vanguard Group
Pennsylvania
$14.4M -$1.74M -124,847 -13%
BFA
5
BlackRock Fund Advisors
California
$10.3M +$861K +61,668 +12%
BIT
6
BlackRock Institutional Trust
California
$9.96M +$184K +13,201 +2%
JP Morgan Chase
7
JP Morgan Chase
New York
$8.94M +$7.06M +505,992 New
Boston Partners
8
Boston Partners
Massachusetts
$6.42M -$4.97M -356,300 -50%
Renaissance Technologies
9
Renaissance Technologies
New York
$5.88M +$3.04M +217,500 +189%
State Street
10
State Street
Massachusetts
$5.35M +$327K +23,400 +8%
Invesco
11
Invesco
Georgia
$4.52M +$9.06K +649 +0.3%
Connor, Clark & Lunn Investment Management (CC&L)
12
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.45M +$2.46M +175,888 +231%
OAM
13
Oxford Asset Management
United Kingdom
$4.42M +$2.48M +177,407 +244%
BIM
14
Bogle Investment Management
Massachusetts
$4.22M +$3.33M +238,603 New
AL
15
AJO LP
Pennsylvania
$3.9M +$3.08M +220,425 New
SIM
16
Spark Investment Management
New York
$3.83M +$2M +143,100 +194%
Creative Planning
17
Creative Planning
Kansas
$3.83M -$309K -22,160 -9%
Two Sigma Investments
18
Two Sigma Investments
New York
$3.7M +$2.92M +209,174 New
Northern Trust
19
Northern Trust
Illinois
$3.48M +$87.5K +6,266 +3%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$3.4M -$985K -70,519 -27%
BCM
21
Bridgeway Capital Management
Texas
$3.3M -$66.3K -4,750 -2%
Deutsche Bank
22
Deutsche Bank
Germany
$3.29M +$1.51M +108,105 +139%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$3.09M +$949K +67,990 +64%
AllianceBernstein
24
AllianceBernstein
Tennessee
$3.09M +$2.17M +155,730 +824%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$2.81M +$556K +39,860 +33%

WLB Hedge Fund Activity: Q4 2016 in Review

100 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Westmoreland Coal Company (WLB) for Q4 2016, worth a combined $222M — up 104% from $109M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new WLB positions and 7 closed out — a net gain of 23 holders — while 34 added to existing stakes and 29 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $7.06M. The largest seller was Venor Capital Management, cutting an estimated $5.53M.

  • 100 institutional investors held Westmoreland Coal Company (WLB) as of Q4 2016, up from 79 in Q3 2016.
  • Funds reported $222M of Westmoreland Coal Company stock for Q4 2016, up 104% quarter-over-quarter.
  • 30 funds opened new Westmoreland Coal Company positions in Q4 2016 and 7 closed out, a net change of +23 holders.
  • The largest Westmoreland Coal Company buyer in Q4 2016 was JP Morgan Chase, an estimated $7.06M added.
  • The largest Westmoreland Coal Company seller in Q4 2016 was Venor Capital Management, an estimated $5.53M sold.

Based on aggregated 13F filings for Q4 2016.