Alpha Metallurgical Resources (AMR): State Street reports 7.7% ownership stake
Rhea-AI Filing Summary
State Street Corporation and its affiliate SSGA Funds Management, Inc. report beneficial ownership of 974,463 shares of Alpha Metallurgical Resources Inc. common stock, representing 7.7% of the class. All voting and dispositive authority over these shares is described as shared, with no sole voting or dispositive power.
Within this total, SSGA Funds Management, Inc. is reported with beneficial ownership of 729,439 shares, or 5.7% of the common stock, also on a shared voting and dispositive basis. The filing notes that no other persons are identified as having rights to receive dividends or sale proceeds related to more than five percent of the class.
Positive
- None.
Negative
- None.
Key Figures
Beneficial ownership shares: 974,463 shares
Percent of class: 7.7%
Shared voting power: 962,536 shares
+5 more
8 metrics
Beneficial ownership shares
974,463 shares
Shares of Alpha Metallurgical Resources common stock reported as beneficially owned by State Street Corporation and affiliates
Percent of class
7.7%
Portion of Alpha Metallurgical Resources common stock class beneficially owned by State Street Corporation and affiliates
Shared voting power
962,536 shares
Number of shares over which State Street reports shared voting power
Shared dispositive power
974,463 shares
Number of shares over which State Street reports shared dispositive power
SSGA FM beneficial shares
729,439 shares
Shares of Alpha Metallurgical Resources common stock beneficially owned by SSGA Funds Management, Inc.
SSGA FM percent of class
5.7%
Portion of the common stock class beneficially owned by SSGA Funds Management, Inc.
SSGA FM shared voting power
727,639 shares
Shares over which SSGA Funds Management, Inc. has shared voting power
SSGA FM shared dispositive power
729,439 shares
Shares over which SSGA Funds Management, Inc. has shared dispositive power
Key Terms
beneficially owned, shared voting power, shared dispositive power, Investment Company Act of 1940, +2 more
6 terms
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: 974463.00"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Investment Company Act of 1940 regulatory
"investment company registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.
parent holding company financial
"subsidiary which acquired the security being reported on by the parent holding company"
investment adviser financial
"STATE STREET GLOBAL ADVISORS LIMITED (IA);STATE STREET GLOBAL ADVISORS SINGAPORE LIMITED (IA)"
An investment adviser is a person or firm that professionally manages money and gives recommendations about buying, selling, or holding investments. Like a financial coach or guide, they have a legal duty to act in a client's best financial interest, so their advice, fees and potential conflicts can directly affect returns and risk — making their role important for investors who want informed, accountable help with portfolios.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
How much of Alpha Metallurgical Resources (AMR) stock does State Street report owning?
State Street Corporation and affiliates report beneficial ownership of 974,463 shares of Alpha Metallurgical Resources common stock, representing 7.7% of the class. This stake is held with shared voting and shared dispositive power, and no sole authority is reported.
What is SSGA Funds Management, Inc.’s individual stake in Alpha Metallurgical Resources (AMR)?
SSGA Funds Management, Inc. reports beneficial ownership of 729,439 shares of Alpha Metallurgical Resources common stock, equal to 5.7% of the class. These shares are held with shared voting power and shared dispositive power, and no sole authority is listed.
Does any other person have rights to AMR dividends or sale proceeds over 5% of the class?
The filing states “NOT APPLICABLE” regarding others with rights to receive dividends or sale proceeds for more than 5% of the class. No additional persons are identified as having such economic interests in Alpha Metallurgical Resources shares.
Which subsidiaries are identified in State Street’s AMR ownership filing?
Subsidiaries listed include SSGA Funds Management, Inc. and several State Street Global Advisors entities in Europe, the UK, Singapore, and other jurisdictions. Each is classified as an “IA” (investment adviser) involved in managing the reported Alpha Metallurgical Resources shares.