PP
BTU icon

Paloma Partners’s Peabody Energy BTU Stock Holding History

Paloma Partners’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
2022
Q2 		– Sell
-8,948
Closed -$219K – 1167
2022
Q1 		$219K Sell
8,948
-10,113
-53% -$171K 0.01% 1343
2021
Q4 		$192K Buy
+19,061
New +$231K ﹤0.01% 1626
2021
Q3 		– Sell
-192,712
Closed -$1.53M – 1142
2021
Q2 		$1.53M Buy
192,712
+128,206
+199% +$759K 0.03% 487
2021
Q1 		$197K Buy
64,506
+6,937
+12% +$26.1K ﹤0.01% 1786
2020
Q4 		$139K Sell
57,569
-99,613
-63% -$162K ﹤0.01% 1466
2020
Q3 		$362K Buy
157,182
+117,093
+292% +$339K 0.01% 1356
2020
Q2 		$115K Buy
+40,089
New +$132K ﹤0.01% 1872
2020
Q1 		– Sell
-64,339
Closed -$586K – 1315
2019
Q4 		$586K Buy
64,339
+38,439
+148% +$442K 0.01% 1297
2019
Q3 		$381K Sell
25,900
-25,999
-50% -$507K 0.01% 1370
2019
Q2 		$1.25M Sell
51,899
-16,718
-24% -$440K 0.02% 606
2019
Q1 		$1.94M Buy
+68,617
New +$2.16M 0.05% 459
2018
Q4 		– Sell
-56,389
Closed -$2.01M – 1305
2018
Q3 		$2.01M Buy
+56,389
New +$2.42M 0.04% 444
2017
Q4 		– Sell
-18,872
Closed -$547K – 1899
2017
Q3 		$547K Sell
18,872
-61,754
-77% -$1.74M 0.01% 1481
2017
Q2 		$1.97M Buy
+80,626
New +$1.99M 0.02% 770

Other funds holding BTU

EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Paloma Partners's BTU Position: Q2 2022 in Review

Paloma Partners sold out of Peabody Energy (BTU) in Q2 2022, closing a stake of 8,948 shares — an estimated $219K sold.

Paloma Partners first reported a position in BTU in Q2 2017 and held it in 14 quarters. The position peaked at $2.01M in Q3 2018. 221 funds tracked by Wall St. Rank hold BTU as of Q2 2022.

  • Paloma Partners reported no remaining Peabody Energy position as of Q2 2022 after selling out during the quarter.
  • Paloma Partners sold 8,948 Peabody Energy shares in Q2 2022, an estimated $219K.
  • Paloma Partners first reported a position in Peabody Energy in Q2 2017 and held it in 14 quarters.
  • Paloma Partners's Peabody Energy position peaked at $2.01M in Q3 2018.
  • 221 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2022.

Based on Paloma Partners's 13F filing for Q2 2022, filed 15 Aug 2022.