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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
Fidelity Investments
51
Fidelity Investments
Massachusetts
$9.92M -$317K -7,399 -3%
SDIC
52
South Dakota Investment Council
South Dakota
$9.33M -$236K -5,500 -2%
RCIM
53
Russell Clark Investment Management
United Kingdom
$9.09M +$10.9M +255,000 New
TAL
54
TIG Advisors LLC
New York
$8.12M +$9.77M +227,698 New
Wellington Management Group
55
Wellington Management Group
Massachusetts
$6.39M +$5.15M +120,004 +202%
Citigroup
56
Citigroup
New York
$6.23M -$820K -19,120 -10%
MC
57
Maverick Capital
Texas
$5.99M -$476K -11,107 -6%
PPA
58
Parametric Portfolio Associates
Washington
$5.78M -$976K -22,743 -12%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$5.7M +$3.01M +70,102 +78%
HP
60
Hartree Partners
New York
$5.56M +$3.22M +75,000 +93%
NGA
61
New Generation Advisors
Massachusetts
$5.52M +$25.7K +600 +0.4%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$5.43M +$6.49M +151,395 +14,770%
Swiss National Bank
63
Swiss National Bank
Switzerland
$5.23M
Morgan Stanley
64
Morgan Stanley
New York
$5.08M -$1.79M -41,638 -23%
Squarepoint
65
Squarepoint
New York
$5.06M +$5.77M +134,500 +1,818%
DCM
66
Dupont Capital Management
Delaware
$4.96M -$360K -8,400 -6%
Barclays
67
Barclays
United Kingdom
$4.42M +$2.11M +49,165 +66%
First Trust Advisors
68
First Trust Advisors
Illinois
$4.39M +$1.75M +40,698 +49%
Arrowstreet Capital
69
Arrowstreet Capital
Massachusetts
$4.36M +$5.25M +122,321 New
Federated Hermes
70
Federated Hermes
Pennsylvania
$4.17M +$4.23M +98,566 +538%
MSL
71
Mackay Shields LLC
New York
$4.12M -$159K -3,700 -3%
Barrow, Hanley, Mewhinney & Strauss
72
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.04M -$530K -12,350 -10%
Wells Fargo
73
Wells Fargo
California
$4M +$96.7K +2,254 +2%
Ameriprise
74
Ameriprise
Minnesota
$3.99M -$719K -16,759 -13%
AIMCA
75
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.61M +$4.35M +101,400 New

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.