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Peabody Energy
BTU

181 hedge funds and large institutions have $4B invested in Peabody Energy in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 68 increasing their positions, 43 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $57.4M | Put options by funds: $25.8M

63% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 32

58% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 43

40% more capital invested

Capital invested by funds: $2.85B → $4B (+$1.15B)

12% more funds holding

Funds holding: 162 → 181 (+19)

8% more funds holding in top 10

Funds holding in top 10: 12 → 13 (+1)

0.12% less ownership

Funds ownership: 97.28% → 97.15% (-0.12%)

Holders
181
Holders Change
+19
Holders Change %
+11.73%
% of All Funds
4.11%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.29%
New
52
Increased
68
Reduced
43
Closed
32
Calls
$57.4M
Puts
$25.8M
Net Calls
+$31.6M
Net Calls Change
+$32.9M

Top Buyers

1
OAG
Orbis Allan Gray
Bermuda
+$129M
2
Goldman Sachs
Goldman Sachs
New York
+$55.5M
3
BC
Brookfield Corp
Ontario, Canada
+$46.2M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$42.1M
5
PIM
Platinum Investment Management
Australia
+$38.2M

Top Sellers

1
DCM
Discovery Capital Management
Connecticut
-$135M
2
PC
PointState Capital
New York
-$79.7M
3
LCM
Laurion Capital Management
New York
-$53.8M
4
JIM
JB Investments Management
Pennsylvania
-$45M
5
AGC
Alden Global Capital
Florida
-$38.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SDIC
26
South Dakota Investment Council
South Dakota
$33.5M +$2.38M +73,419 +9%
Two Sigma Investments
27
Two Sigma Investments
New York
$33.5M +$19.7M +606,566 +249%
VCM
28
Venor Capital Management
New York
$33.4M -$7.95M -244,955 -22%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$31.7M +$1.3M +40,058 +5%
Deutsche Bank
30
Deutsche Bank
Germany
$31M +$14.7M +453,570 +135%
HP
31
Hosking Partners
United Kingdom
$29.9M +$24.6M +758,246 New
TCIM
32
TIAA CREF Investment Management
New York
$22.4M +$2.17M +66,838 +13%
CCM
33
Cobalt Capital Management
New Jersey
$22.3M -$1.45M -44,669 -7%
NGA
34
New Generation Advisors
Massachusetts
$22M +$7.52M +231,751 +71%
Charles Schwab
35
Charles Schwab
California
$19.4M +$2.44M +75,027 +18%
LPU
36
Lansdowne Partners (UK)
United Kingdom
$18.1M +$6.04M +186,053 +68%
JP Morgan Chase
37
JP Morgan Chase
New York
$17.1M +$4.13M +127,110 +41%
TD Asset Management
38
TD Asset Management
Ontario, Canada
$16.2M -$2.52M -77,711 -16%
Invesco
39
Invesco
Georgia
$15.2M -$2.05M -63,097 -14%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$14.3M +$2.18M +67,266 +23%
Prudential Financial
41
Prudential Financial
New Jersey
$13.5M +$1.36M +41,845 +14%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$9.96M +$7.38M +227,483 +891%
KCM
43
Kingdon Capital Management
New York
$9.91M +$1.66M +50,993 +25%
Nomura Holdings
44
Nomura Holdings
Japan
$9.78M +$1.64M +50,424 +25%
KCM
45
Kennedy Capital Management
Missouri
$9.7M +$3.23M +99,403 +68%
Jacobs Levy Equity Management
46
Jacobs Levy Equity Management
New Jersey
$9.58M +$7.9M +243,262 New
Russell Investments Group
47
Russell Investments Group
United Kingdom
$8.51M +$4.98M +153,568 +249%
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$8.3M +$2.95M +90,900 +76%
6CM
49
683 Capital Management
New York
$7.87M -$2.25M -69,400 -26%
BCM
50
Brightline Capital Management
Florida
$7.87M +$6.49M +200,000 New
1
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BTU Hedge Fund Activity: Q4 2017 in Review

181 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q4 2017, worth a combined $4B — up 40% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BTU positions and 32 closed out — a net gain of 20 holders — while 68 added to existing stakes and 43 trimmed.

The largest buyer was Orbis Allan Gray, opening a new position worth an estimated $129M. The largest seller was Discovery Capital Management, cutting an estimated $135M.

  • 181 institutional investors held Peabody Energy (BTU) as of Q4 2017, up from 162 in Q3 2017.
  • Funds reported $4B of Peabody Energy stock for Q4 2017, up 40% quarter-over-quarter.
  • 52 funds opened new Peabody Energy positions in Q4 2017 and 32 closed out, a net change of +20 holders.
  • The largest Peabody Energy buyer in Q4 2017 was Orbis Allan Gray, an estimated $129M added.
  • The largest Peabody Energy seller in Q4 2017 was Discovery Capital Management, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2017.