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Peabody Energy

250 hedge funds and large institutions have $2.85B invested in Peabody Energy in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 89 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

104% more call options, than puts

Call options by funds: $511M | Put options by funds: $250M

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

31% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 68

15% more capital invested

Capital invested by funds: $2.47B → $2.85B (+$379M)

13% more funds holding

Funds holding: 221250 (+29)

0.36% less ownership

Funds ownership: 80.7%80.34% (-0.36%)

Holders
250
Holders Change
+29
Holders Change %
+13.12%
% of All Funds
4.31%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.26%
New
60
Increased
89
Reduced
68
Closed
28
Calls
$511M
Puts
$250M
Net Calls
+$261M
Net Calls Change
+$162M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
76
Massachusetts Financial Services
Massachusetts
$2.73M -$22.5K -1,003 -0.9%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$2.72M -$76.6K -3,414 -3%
Legal & General Group
78
Legal & General Group
United Kingdom
$2.56M +$1.1M +48,860 +90%
PHS
79
Pekin Hardy Strauss
Illinois
$2.53M +$4.49K +200 +0.2%
VC
80
Voss Capital
Texas
$2.48M +$2.24M +100,000 New
SEC
81
Seven Eight Capital
New York
$2.45M +$1.49M +66,370 +205%
Invesco
82
Invesco
Georgia
$2.34M -$1.63M -72,743 -44%
CCS
83
Concentric Capital Strategies
Connecticut
$2.32M +$2.1M +93,385 New
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$2.3M +$1.5M +66,706 +255%
JG
85
Jefferies Group
New York
$2.06M -$3.79M -168,840 -67%
CCM
86
Corsair Capital Management
New York
$1.99M +$1.8M +79,989 New
OBGC
87
O'Brien Greene & Co
Pennsylvania
$1.94M +$1.2M +53,592 +218%
LPL Financial
88
LPL Financial
California
$1.94M +$1.38M +61,253 +367%
CCM
89
Cinctive Capital Management
New York
$1.82M +$1.65M +73,516 New
LAM
90
LifePro Asset Management
California
$1.81M +$1.63M +72,773 New
UBS AM
91
UBS AM
Illinois
$1.76M -$907K -40,420 -36%
CS
92
Credit Suisse
Switzerland
$1.72M +$117K +5,203 +8%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$1.68M +$1.52M +67,531 New
Principal Financial Group
94
Principal Financial Group
Iowa
$1.66M -$2.01M -89,335 -57%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$1.62M +$1.47M +65,434 New
Ameriprise
96
Ameriprise
Minnesota
$1.61M +$759K +33,826 +109%
QOP
97
Quinn Opportunity Partners
Virginia
$1.6M -$167K -7,460 -10%
Victory Capital Management
98
Victory Capital Management
Texas
$1.54M -$31.9K -1,419 -2%
Macquarie Group
99
Macquarie Group
Australia
$1.54M +$1.32M +58,815 +3,749%
MIM
100
MetLife Investment Management
New Jersey
$1.52M

BTU Hedge Fund Activity: Q3 2022 in Review

250 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q3 2022, worth a combined $2.85B — up 15% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new BTU positions and 28 closed out — a net gain of 32 holders — while 89 added to existing stakes and 68 trimmed.

The largest buyer was Thomist Capital Management, opening a new position worth an estimated $37.7M. The largest seller was Fidelity Investments, cutting an estimated $103M.

  • 250 institutional investors held Peabody Energy (BTU) as of Q3 2022, up from 221 in Q2 2022.
  • Funds reported $2.85B of Peabody Energy stock for Q3 2022, up 15% quarter-over-quarter.
  • 60 funds opened new Peabody Energy positions in Q3 2022 and 28 closed out, a net change of +32 holders.
  • The largest Peabody Energy buyer in Q3 2022 was Thomist Capital Management, an estimated $37.7M added.
  • The largest Peabody Energy seller in Q3 2022 was Fidelity Investments, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2022.