Peabody Energy
259 hedge funds and large institutions have $2.37B invested in Peabody Energy in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 98 increasing their positions, 85 reducing their positions, and 63 closing their positions.
47% more call options, than puts
Call options by funds: $343M | Put options by funds: $233M
15% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 85
4.82% less ownership
Funds ownership: 80.44% → 75.62% (-4.8%)
8% less funds holding
Funds holding: 282 → 259 (-23)
20% less capital invested
Capital invested by funds: $2.96B → $2.37B (-$594M)
37% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 63
57% less funds holding in top 10
Funds holding in top 10: 14 → 6 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$33.2M |
| 2 |
GJL
Gendell Jeffrey L
|
+$27.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$23.1M |
| 4 |
Renaissance Technologies
New York
|
+$17.9M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$48.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$36.9M |
| 3 |
Goldman Sachs
New York
|
-$24.8M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$22.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$21.1M |
BTU Hedge Fund Activity: Q2 2023 in Review
259 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q2 2023, worth a combined $2.37B — down 20% from $2.96B a quarter earlier.
Sellers outnumbered buyers: 63 funds closed out of BTU and 40 opened new positions — a net loss of 23 holders — while 85 trimmed existing stakes and 98 added.
The largest buyer was Fidelity International, adding an estimated $33.2M. The largest seller was JP Morgan Private Wealth Advisors, exiting entirely with an estimated $48.4M sold.
- 259 institutional investors held Peabody Energy (BTU) as of Q2 2023, down from 282 in Q1 2023.
- Funds reported $2.37B of Peabody Energy stock for Q2 2023, down 20% quarter-over-quarter.
- 40 funds opened new Peabody Energy positions in Q2 2023 and 63 closed out, a net change of -23 holders.
- The largest Peabody Energy buyer in Q2 2023 was Fidelity International, an estimated $33.2M added.
- The largest Peabody Energy seller in Q2 2023 was JP Morgan Private Wealth Advisors, an estimated $48.4M sold.
Based on aggregated 13F filings for Q2 2023.