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Peabody Energy

223 hedge funds and large institutions have $4.07B invested in Peabody Energy in 2018 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 78 increasing their positions, 74 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 27

13% more call options, than puts

Call options by funds: $19.1M | Put options by funds: $16.9M

10% more funds holding

Funds holding: 203223 (+20)

5% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 74

2.38% less ownership

Funds ownership: 96.29%93.91% (-2.4%)

26% less capital invested

Capital invested by funds: $5.49B → $4.07B (-$1.42B)

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
223
Holders Change
+20
Holders Change %
+9.85%
% of All Funds
5.1%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.16%
New
49
Increased
78
Reduced
74
Closed
27
Calls
$19.1M
Puts
$16.9M
Net Calls
+$2.26M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PC
26
Packer & Co
Australia
$29.7M -$25.7M -600,000 -42%
Millennium Management
27
Millennium Management
New York
$28.4M -$20.7M -483,530 -38%
Invesco
28
Invesco
Georgia
$27.5M +$20.8M +484,895 +169%
BCM
29
Brigade Capital Management
New York
$24.9M
APG Asset Management
30
APG Asset Management
Netherlands
$23.8M +$8.22M +191,700 +33%
VCM
31
Venor Capital Management
New York
$21.7M
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$21.6M -$2.32K -54 -0%
Man Group
33
Man Group
United Kingdom
$20.7M -$8.37M -195,168 -25%
AllianceBernstein
34
AllianceBernstein
Tennessee
$20.6M -$14.1M -328,074 -36%
Prudential Financial
35
Prudential Financial
New Jersey
$20.3M +$19.9M +464,989 +444%
Capital Fund Management (CFM)
36
Capital Fund Management (CFM)
France
$18.2M +$18.2M +423,497 +492%
STMM
37
South Texas Money Management
Texas
$17.2M +$203K +4,723 +1%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$17M -$939K -21,881 -4%
AQR Capital Management
39
AQR Capital Management
Connecticut
$16.9M -$8.08M -188,415 -28%
Goldman Sachs
40
Goldman Sachs
New York
$16.3M -$12.7M -295,530 -39%
LCM
41
Laurion Capital Management
New York
$16.1M +$370K +8,614 +2%
TD Asset Management
42
TD Asset Management
Ontario, Canada
$15.6M -$2.47M -57,694 -12%
JIM
43
Jupiter Investment Management
United Kingdom
$15.4M +$18.6M +433,106 New
TCIM
44
TIAA CREF Investment Management
New York
$14.9M -$792K -18,459 -4%
Jacobs Levy Equity Management
45
Jacobs Levy Equity Management
New Jersey
$14.6M -$1.18M -27,416 -6%
Citadel Advisors
46
Citadel Advisors
Florida
$14.4M -$16M -373,704 -48%
Two Sigma Investments
47
Two Sigma Investments
New York
$12.3M -$19.3M -450,264 -57%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$11.9M +$14.4M +334,886 New
Robeco Institutional Asset Management
49
Robeco Institutional Asset Management
Netherlands
$11.8M +$14.1M +329,814 New
Russell Investments Group
50
Russell Investments Group
United Kingdom
$11.4M +$980K +22,834 +8%

BTU Hedge Fund Activity: Q3 2018 in Review

223 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q3 2018, worth a combined $4.07B — down 26% from $5.49B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BTU positions and 27 closed out — a net gain of 22 holders — while 78 added to existing stakes and 74 trimmed.

The largest buyer was AJO LP, opening a new position worth an estimated $61.9M. The largest seller was Elliott Management, cutting an estimated $308M.

  • 223 institutional investors held Peabody Energy (BTU) as of Q3 2018, up from 203 in Q2 2018.
  • Funds reported $4.07B of Peabody Energy stock for Q3 2018, down 26% quarter-over-quarter.
  • 49 funds opened new Peabody Energy positions in Q3 2018 and 27 closed out, a net change of +22 holders.
  • The largest Peabody Energy buyer in Q3 2018 was AJO LP, an estimated $61.9M added.
  • The largest Peabody Energy seller in Q3 2018 was Elliott Management, an estimated $308M sold.

Based on aggregated 13F filings for Q3 2018.