| Coal Industry Sector: | Mining |
| Coal Share of Revenue: | >97% |
| Expansion Plans: | Yes |
Listed on the Global Coal Exit List 2022
53 results Total investment of current selection: $ 1,685 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Shares | Bonds | Total | Shares | Bonds | Total | Shares $M | Bonds $M | Total $M | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 1 | Washington H. Soul Pattinson and Company | New Hope Corporation Ltd | Washington H. Soul Pattinson and Company | investment | Australia | Australia | Oceania | Oceania | $ 1,339 M | $ 1,339 M | $ 1,339 M | $ 1,339 M | ||||||||
| 2 | 1 | Dimensional Fund Advisors | New Hope Corporation Ltd | Dimensional Fund Advisors | investment | United States | Australia | North America | Oceania | $ 66 M | $ 66 M | $ 66 M | $ 66 M | ||||||||
| 3 | 1 | Vanguard | New Hope Corporation Ltd | Vanguard | investment | United States | Australia | North America | Oceania | $ 64 M | $ 64 M | $ 64 M | $ 64 M | ||||||||
| 4 | 1 | BKI Investment | New Hope Corporation Ltd | BKI Investment | investment | Australia | Australia | Oceania | Oceania | $ 52 M | $ 52 M | $ 52 M | $ 52 M | ||||||||
| 5 | 1 | BlackRock | New Hope Corporation Ltd | BlackRock | investment | United States | Australia | North America | Oceania | $ 38 M | $ 38 M | $ 38 M | $ 38 M | ||||||||
| 6 | 1 | State Street | New Hope Corporation Ltd | State Street | investment | United States | Australia | North America | Oceania | $ 14 M | $ 14 M | $ 14 M | $ 14 M | ||||||||
| 7 | 1 | Odey Asset Management | New Hope Corporation Ltd | Odey Asset Management | investment | United Kingdom | Australia | Europe (non EU) | Oceania | $ 12 M | $ 12 M | $ 12 M | $ 12 M | ||||||||
| 8 | 1 | American Century Investments | New Hope Corporation Ltd | American Century Investments | investment | United States | Australia | North America | Oceania | $ 11 M | $ 11 M | $ 11 M | $ 11 M | ||||||||
| 9 | 1 | KKR Group | New Hope Corporation Ltd | KKR Group | investment | United States | Australia | North America | Oceania | $ 11 M | $ 11 M | $ 11 M | $ 11 M | ||||||||
| 10 | 1 | Baillie Gifford | New Hope Corporation Ltd | Baillie Gifford | investment | United Kingdom | Australia | Europe (non EU) | Oceania | $ 10 M | $ 10 M | $ 10 M | $ 10 M | ||||||||
| 11 | 1 | Mirae Asset Financial Group | New Hope Corporation Ltd | Mirae Asset Financial Group | investment | South Korea | Australia | East Asia | Oceania | $ 9 M | $ 9 M | $ 9 M | $ 9 M | ||||||||
| 12 | 1 | TIAA | New Hope Corporation Ltd | TIAA | investment | United States | Australia | North America | Oceania | $ 5 M | $ 5 M | $ 5 M | $ 5 M | ||||||||
| 13 | 1 | Emperical Finance | New Hope Corporation Ltd | Emperical Finance | investment | United States | Australia | North America | Oceania | $ 5 M | $ 5 M | $ 5 M | $ 5 M | ||||||||
| 14 | 1 | IOOF Holdings | New Hope Corporation Ltd | IOOF Holdings | investment | Australia | Australia | Oceania | Oceania | $ 4 M | $ 4 M | $ 4 M | $ 4 M | ||||||||
| 15 | 1 | Allspring Global Investments | New Hope Corporation Ltd | Allspring Global Investments | investment | United States | Australia | North America | Oceania | $ 4 M | $ 4 M | $ 4 M | $ 4 M | ||||||||
| 16 | 1 | Jupiter Fund Management | New Hope Corporation Ltd | Jupiter Fund Management | investment | United Kingdom | Australia | Europe (non EU) | Oceania | $ 4 M | $ 4 M | $ 4 M | $ 4 M | ||||||||
| 17 | 1 | AustralianSuper | New Hope Corporation Ltd | AustralianSuper | investment | Australia | Australia | Oceania | Oceania | $ 3 M | $ 3 M | $ 3 M | $ 3 M | ||||||||
| 18 | 1 | Sun Life Financial | New Hope Corporation Ltd | Sun Life Financial | investment | Canada | Australia | North America | Oceania | $ 3 M | $ 3 M | $ 3 M | $ 3 M | ||||||||
| 19 | 1 | WCM Investment Management | New Hope Corporation Ltd | WCM Investment Management | investment | United States | Australia | North America | Oceania | $ 3 M | $ 3 M | $ 3 M | $ 3 M | ||||||||
| 20 | 1 | JPMorgan Chase | New Hope Corporation Ltd | JPMorgan Chase | investment | United States | Australia | North America | Oceania | $ 3 M | $ 3 M | $ 3 M | $ 3 M | ||||||||
| 21 | 1 | First Trust Advisors | New Hope Corporation Ltd | First Trust Advisors | investment | United States | Australia | North America | Oceania | $ 2 M | $ 2 M | $ 2 M | $ 2 M | ||||||||
| 22 | 1 | Manulife Financial | New Hope Corporation Ltd | Manulife Financial | investment | Canada | Australia | North America | Oceania | $ 2 M | $ 2 M | $ 2 M | $ 2 M | ||||||||
| 23 | 1 | T. Rowe Price | New Hope Corporation Ltd | T. Rowe Price | investment | United States | Australia | North America | Oceania | $ 2 M | $ 2 M | $ 2 M | $ 2 M | ||||||||
| 24 | 1 | Charles Schwab | New Hope Corporation Ltd | Charles Schwab | investment | United States | Australia | North America | Oceania | $ 2 M | $ 2 M | $ 2 M | $ 2 M | ||||||||
| 25 | 1 | Morgan Stanley | New Hope Corporation Ltd | Morgan Stanley | investment | United States | Australia | North America | Oceania | $ 2 M | $ 2 M | $ 2 M | $ 2 M |
Remarks
Financial data is drawn from the commercial databases Refinitiv and EMAXX. For a selection of pension funds, data was collected from the pension funds' disclosure. The data was retrieved in January 2023, but filings can be older than that and might have changed since. This might especially be the case if an investor introduced a fossil fuel policy in the meantime. We acknowledge that shares and bonds of some Russian companies can't be traded on all markets anymore and were written off some investors’ portfolios.
This report is meant for information purposes only and not as a source of any specific investment recommendation. Nothing herein shall constitute or be construed as a recommendation, endorsement, or sponsorship of any company or fund. You should determine on your own whether you agree with the content of this information and data provided.
Since publications, various corrections to the data were made. The most recent update was made on 8 August 2023.
For any questions or requests for further information, please get in touch with us: financeresearch@urgewald.org