Marshall Wace
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Marshall Wace’s Peabody Energy BTU Stock Holding History

Marshall Wace’s Portfolio BTU Stock Details BTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-159,755
Closed -$2.14M – 2920
2025
Q2 		$2.14M Sell
159,755
-559,992
-78% -$7.39M ﹤0.01% 1524
2025
Q1 		$9.75M Sell
719,747
-13,374
-2% -$215K 0.01% 779
2024
Q4 		$15.4M Buy
+733,121
New +$18.1M 0.02% 636
2024
Q3 		– Sell
-253,913
Closed -$5.62M – 2530
2024
Q2 		$5.62M Buy
253,913
+5,281
+2% +$122K 0.01% 953
2024
Q1 		$6.03M Sell
248,632
-219,600
-47% -$5.53M 0.01% 928
2023
Q4 		$11.4M Sell
468,232
-49,119
-9% -$1.18M 0.02% 651
2023
Q3 		$13.4M Sell
517,351
-1,258,449
-71% -$28.2M 0.03% 546
2023
Q2 		$38.5M Sell
1,775,800
-1,001,460
-36% -$22.2M 0.08% 280
2023
Q1 		$71.1M Buy
2,777,260
+315,122
+13% +$8.37M 0.15% 145
2022
Q4 		$65M Buy
2,462,138
+1,304,017
+113% +$35.8M 0.15% 151
2022
Q3 		$28.7M Buy
1,158,121
+860,517
+289% +$19.3M 0.06% 338
2022
Q2 		$6.35M Sell
297,604
-223,945
-43% -$5.5M 0.01% 1182
2022
Q1 		$12.8M Sell
521,549
-223,891
-30% -$3.8M 0.02% 708
2021
Q4 		$7.51M Buy
745,440
+708,921
+1,941% +$8.61M 0.01% 1076
2021
Q3 		$540K Buy
+36,519
New +$478K ﹤0.01% 2345
2021
Q1 		– Sell
-165,982
Closed -$400K – 2493
2020
Q4 		$400K Buy
+165,982
New +$269K ﹤0.01% 1570
2020
Q2 		– Sell
-222,320
Closed -$644K – 1572
2020
Q1 		$644K Buy
+222,320
New +$1.42M 0.01% 912
2019
Q3 		– Sell
-89,504
Closed -$2.16M – 1673
2019
Q2 		$2.16M Buy
+89,504
New +$2.35M 0.02% 750

Other funds holding BTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace's BTU Position: Q3 2025 in Review

Marshall Wace sold out of Peabody Energy (BTU) in Q3 2025, closing a stake of 159,755 shares — an estimated $2.14M sold.

Marshall Wace first reported a position in BTU in Q2 2019 and held it in 18 quarters. The position peaked at $71.1M in Q1 2023. 313 funds tracked by Wall St. Rank hold BTU as of Q3 2025.

  • Marshall Wace reported no remaining Peabody Energy position as of Q3 2025 after selling out during the quarter.
  • Marshall Wace sold 159,755 Peabody Energy shares in Q3 2025, an estimated $2.14M.
  • Marshall Wace first reported a position in Peabody Energy in Q2 2019 and held it in 18 quarters.
  • Marshall Wace's Peabody Energy position peaked at $71.1M in Q1 2023.
  • 313 funds tracked by Wall St. Rank held Peabody Energy as of Q3 2025.

Based on Marshall Wace's 13F filing for Q3 2025, filed 13 Nov 2025.