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WLB

Westmoreland Coal Company
WLB

Delisted

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

90 hedge funds and large institutions have $71.4M invested in Westmoreland Coal Company in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less call options, than puts

Call options by funds: $314K | Put options by funds: $338K

10% less funds holding

Funds holding: 10090 (-10)

40% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 25

65% less capital invested

Capital invested by funds: $202M → $71.4M (-$131M)

Holders
90
Holders Change
-10
Holders Change %
-10%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
34
Reduced
31
Closed
25
Calls
$314K
Puts
$338K
Net Calls
-$24K
Net Calls Change
-$146K
Name Holding Trade Value Shares
Change
Change in
Stake
GJL
1
Gendell Jeffrey L
$6.38M +$670K +76,459 +6%
BlackRock
2
BlackRock
New York
$5.93M -$261K -29,755 -2%
VCM
3
Venor Capital Management
New York
$4.51M
Renaissance Technologies
4
Renaissance Technologies
New York
$4.31M +$3.13M +358,000 +68%
MP
5
Mangrove Partners
Connecticut
$4.06M +$98.9K +11,298 +1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$4.02M -$210K -24,031 -3%
AQR Capital Management
7
AQR Capital Management
Connecticut
$2.71M +$590K +67,411 +14%
Deutsche Bank
8
Deutsche Bank
Germany
$2.53M +$3.41M +389,922 +299%
Boston Partners
9
Boston Partners
Massachusetts
$2.37M +$1.55M +176,600 +57%
Morgan Stanley
10
Morgan Stanley
New York
$1.92M +$2.54M +290,099 +277%
Connor, Clark & Lunn Investment Management (CC&L)
11
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.83M +$386K +44,025 +13%
Wells Fargo
12
Wells Fargo
California
$1.82M -$116K -13,291 -3%
OAM
13
Oxford Asset Management
United Kingdom
$1.82M +$1.47M +167,611 +82%
State Street
14
State Street
Massachusetts
$1.56M -$24.2K -2,766 -0.9%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$1.34M +$2.41M +275,167 New
Millennium Management
16
Millennium Management
New York
$1.23M -$886K -101,233 -29%
BIM
17
Bogle Investment Management
Massachusetts
$1.1M +$499K +57,026 +34%
Northern Trust
18
Northern Trust
Illinois
$1.03M +$82.3K +9,401 +5%
MCM
19
Matarin Capital Management
New York
$1.01M -$322K -36,726 -15%
Federated Hermes
20
Federated Hermes
Pennsylvania
$984K +$609K +69,556 +53%
SCM
21
Stonehill Capital Management
New York
$956K +$1.72M +196,213 New
JP Morgan Chase
22
JP Morgan Chase
New York
$910K -$3.18M -363,131 -66%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$894K +$676K +77,221 +73%
Ameriprise
24
Ameriprise
Minnesota
$850K -$33.5K -3,830 -2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$838K -$453K -51,737 -23%

WLB Hedge Fund Activity: Q2 2017 in Review

90 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Westmoreland Coal Company (WLB) for Q2 2017, worth a combined $71.4M — down 65% from $202M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of WLB and 15 opened new positions — a net loss of 10 holders — while 31 trimmed existing stakes and 34 added.

The largest buyer was Deutsche Bank, adding an estimated $3.41M. The largest seller was JP Morgan Chase, cutting an estimated $3.18M.

  • 90 institutional investors held Westmoreland Coal Company (WLB) as of Q2 2017, down from 100 in Q1 2017.
  • Funds reported $71.4M of Westmoreland Coal Company stock for Q2 2017, down 65% quarter-over-quarter.
  • 15 funds opened new Westmoreland Coal Company positions in Q2 2017 and 25 closed out, a net change of -10 holders.
  • The largest Westmoreland Coal Company buyer in Q2 2017 was Deutsche Bank, an estimated $3.41M added.
  • The largest Westmoreland Coal Company seller in Q2 2017 was JP Morgan Chase, an estimated $3.18M sold.

Based on aggregated 13F filings for Q2 2017.