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Peabody Energy

162 hedge funds and large institutions have $2.85B invested in Peabody Energy in 2017 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 66 increasing their positions, 20 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 20

138% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 26

29% more funds holding

Funds holding: 126162 (+36)

19% more capital invested

Capital invested by funds: $2.39B → $2.85B (+$458M)

6% less call options, than puts

Call options by funds: $20.2M | Put options by funds: $21.5M

2.56% less ownership

Funds ownership: 99.84%97.28% (-2.6%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
162
Holders Change
+36
Holders Change %
+28.57%
% of All Funds
4.04%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.3%
New
62
Increased
66
Reduced
20
Closed
26
Calls
$20.2M
Puts
$21.5M
Net Calls
-$1.32M
Net Calls Change
-$7.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$22.8M +$3.39M +120,071 +18%
SDIC
27
South Dakota Investment Council
South Dakota
$22.6M +$5.44M +192,845 +33%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$22.2M +$770K +27,297 +4%
CCM
29
Cobalt Capital Management
New Jersey
$17.7M +$17.2M +611,150 New
Goldman Sachs
30
Goldman Sachs
New York
$15.8M -$7.25M -257,169 -32%
TCIM
31
TIAA CREF Investment Management
New York
$14.6M +$6.52M +231,110 +85%
TD Asset Management
32
TD Asset Management
Ontario, Canada
$14.2M +$213K +7,546 +2%
Invesco
33
Invesco
Georgia
$13M +$1.81M +64,315 +17%
Charles Schwab
34
Charles Schwab
California
$12.1M +$1.28M +45,347 +12%
Deutsche Bank
35
Deutsche Bank
Germany
$9.71M +$7.85M +278,228 +491%
BCM
36
Brigade Capital Management
New York
$9.53M -$29.7M -1,054,238 -76%
NGA
37
New Generation Advisors
Massachusetts
$9.48M -$6.68M -236,770 -42%
Renaissance Technologies
38
Renaissance Technologies
New York
$9.22M +$8.97M +318,000 New
JP Morgan Chase
39
JP Morgan Chase
New York
$8.97M +$4.63M +164,009 +114%
Prudential Financial
40
Prudential Financial
New Jersey
$8.76M +$8.52M +302,100 New
Bank of New York Mellon
41
Bank of New York Mellon
New York
$8.59M +$2.09M +73,950 +33%
LPU
42
Lansdowne Partners (UK)
United Kingdom
$7.94M +$214K +7,585 +3%
IP
43
Ironsides Partners
Massachusetts
$7.87M -$312K -11,056 -4%
6CM
44
683 Capital Management
New York
$7.82M -$3.3M -116,960 -30%
Two Sigma Investments
45
Two Sigma Investments
New York
$7.06M +$6.86M +243,353 New
AL
46
Appaloosa LP
New Jersey
$6.28M -$22.4M -792,743 -79%
DCM
47
Dupont Capital Management
Delaware
$6.19M +$84K +2,978 +1%
Bank of America
48
Bank of America
North Carolina
$5.85M +$5.67M +201,105 +36,900%
KCM
49
Kingdon Capital Management
New York
$5.82M +$5.66M +200,743 New
Nomura Holdings
50
Nomura Holdings
Japan
$5.74M +$5.58M +197,923 New

BTU Hedge Fund Activity: Q3 2017 in Review

162 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q3 2017, worth a combined $2.85B — up 19% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new BTU positions and 26 closed out — a net gain of 36 holders — while 66 added to existing stakes and 20 trimmed.

The largest buyer was Platinum Investment Management, opening a new position worth an estimated $73.7M. The largest seller was Discovery Capital Management, cutting an estimated $361M.

  • 162 institutional investors held Peabody Energy (BTU) as of Q3 2017, up from 126 in Q2 2017.
  • Funds reported $2.85B of Peabody Energy stock for Q3 2017, up 19% quarter-over-quarter.
  • 62 funds opened new Peabody Energy positions in Q3 2017 and 26 closed out, a net change of +36 holders.
  • The largest Peabody Energy buyer in Q3 2017 was Platinum Investment Management, an estimated $73.7M added.
  • The largest Peabody Energy seller in Q3 2017 was Discovery Capital Management, an estimated $361M sold.

Based on aggregated 13F filings for Q3 2017.