Peabody Energy
282 hedge funds and large institutions have $2.96B invested in Peabody Energy in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 101 increasing their positions, 96 reducing their positions, and 54 closing their positions.
41% more call options, than puts
Call options by funds: $428M | Put options by funds: $303M
7% more capital invested
Capital invested by funds: $2.76B → $2.96B (+$201M)
3.07% more ownership
Funds ownership: 77.37% → 80.44% (+3.1%)
5% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 96
6% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 54
1% less funds holding
Funds holding: 286 → 282 (-4)
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$156M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$46.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$30.4M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$23.8M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$21.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$211M |
| 2 |
EIM
Elliott Investment Management
West Palm Beach,
Florida
|
-$50.9M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
-$19.9M |
| 4 |
GJL
Gendell Jeffrey L
|
-$18.8M |
| 5 |
Renaissance Technologies
New York
|
-$17.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
326
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$13.1K | -496 | Closed |
|
|
AWM
327
Accurate Wealth Management
Wesley Chapel,
Florida
| – | -$9.55K | -350 | Closed |
|
|
FDCDDQ
328
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$7.93K | -300 | Closed |
|
|
MCC
329
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$6.61K | -250 | Closed |
|
|
CAS
330
Coppell Advisory Solutions
Coppell,
Texas
| – | -$3.2K | -121 | Closed |
|
|
CASC
331
Coppell Advisory Solutions Corp
Coppell,
Texas
| – | -$3.2K | -121 | Closed |
|
|
SWM
332
Spire Wealth Management
Mclean,
Virginia
| – | -$3K | -102 | Closed |
|
|
EC
333
Elequin Capital
New York
| – | -$1.88K | -71 | Closed |
|
|
BIA
334
Bell Investment Advisors
Oakland,
California
| – | -$1.11K | -42 | Closed |
|
|
TWA
335
TCI Wealth Advisors
Tucson,
Arizona
| – | -$211 | -8 | Closed |
|
BTU Hedge Fund Activity: Q1 2023 in Review
282 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q1 2023, worth a combined $2.96B — up 7.3% from $2.76B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of BTU and 51 opened new positions — a net loss of 3 holders — while 96 trimmed existing stakes and 101 added.
The largest buyer was Boston Partners, opening a new position worth an estimated $156M. The largest seller was Fidelity Investments, cutting an estimated $211M.
- 282 institutional investors held Peabody Energy (BTU) as of Q1 2023, down from 286 in Q4 2022.
- Funds reported $2.96B of Peabody Energy stock for Q1 2023, up 7.3% quarter-over-quarter.
- 51 funds opened new Peabody Energy positions in Q1 2023 and 54 closed out, a net change of -3 holders.
- The largest Peabody Energy buyer in Q1 2023 was Boston Partners, an estimated $156M added.
- The largest Peabody Energy seller in Q1 2023 was Fidelity Investments, an estimated $211M sold.
Based on aggregated 13F filings for Q1 2023.