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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
GCM
76
Glendon Capital Management
California
$3.61M
KCM
77
Kingdon Capital Management
New York
$3.5M -$5.12M -119,330 -55%
ARTA
78
A.R.T. Advisors
New York
$3.22M +$686K +16,000 +22%
AIM
79
Assured Investment Management
New York
$3.2M +$3.85M +89,855 New
PAM
80
Panagora Asset Management
Massachusetts
$3.19M -$1.63M -38,092 -30%
Allianz Asset Management
81
Allianz Asset Management
Germany
$3.06M -$2.98M -69,473 -45%
VanEck Associates
82
VanEck Associates
New York
$2.9M -$2.1M -48,987 -38%
RhumbLine Advisers
83
RhumbLine Advisers
Massachusetts
$2.88M -$85.9K -2,003 -2%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$2.79M -$143K -3,337 -4%
Balyasny Asset Management
85
Balyasny Asset Management
Illinois
$2.79M +$65.6K +1,529 +2%
Victory Capital Management
86
Victory Capital Management
Texas
$2.77M -$40.3M -939,255 -92%
VIA
87
Vident Investment Advisory
Georgia
$2.74M -$630K -14,692 -16%
Mackenzie Financial
88
Mackenzie Financial
Ontario, Canada
$2.73M +$227K +5,280 +7%
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$2.7M +$2.92M +68,180 +884%
QI
90
QS Investors
New York
$2.66M
Public Sector Pension Investment Board (PSP Investments)
91
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.64M +$3.17M +74,000 New
UBS Group
92
UBS Group
Switzerland
$2.58M -$605K -14,097 -16%
QC
93
Quadrature Capital
United Kingdom
$2.51M +$888K +20,693 +42%
KC
94
Kepos Capital
New York
$2.46M +$2.96M +68,886 New
Bank of America
95
Bank of America
North Carolina
$2.43M -$919K -21,412 -24%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$2.42M +$144K +3,360 +5%
DekaBank Deutsche Girozentrale
97
DekaBank Deutsche Girozentrale
Germany
$2.37M +$200K +4,652 +9%
ZIM
98
Zacks Investment Management
Illinois
$2.22M +$172K +4,003 +7%
IA
99
IndexIQ Advisors
New York
$2.22M +$101K +2,352 +4%
OAM
100
Oxford Asset Management
United Kingdom
$2.22M -$1.39M -32,517 -36%

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.