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Peabody Energy

162 hedge funds and large institutions have $2.85B invested in Peabody Energy in 2017 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 66 increasing their positions, 20 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 20

138% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 26

29% more funds holding

Funds holding: 126162 (+36)

19% more capital invested

Capital invested by funds: $2.39B → $2.85B (+$458M)

6% less call options, than puts

Call options by funds: $20.2M | Put options by funds: $21.5M

2.56% less ownership

Funds ownership: 99.84%97.28% (-2.6%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
162
Holders Change
+36
Holders Change %
+28.57%
% of All Funds
4.04%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.3%
New
62
Increased
66
Reduced
20
Closed
26
Calls
$20.2M
Puts
$21.5M
Net Calls
-$1.32M
Net Calls Change
-$7.21M
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
101
Parametric Portfolio Associates
Washington
$779K +$758K +26,864 New
D.E. Shaw & Co
102
D.E. Shaw & Co
New York
$741K +$720K +25,526 New
FMBTD
103
First Midwest Bank Trust Division
Illinois
$696K +$28.2K +1,000 +4%
Principal Financial Group
104
Principal Financial Group
Iowa
$696K +$677K +24,004 New
VF
105
Virtu Financial
New York
$680K +$662K +23,457 New
QT
106
Quantbot Technologies
New York
$678K +$653K +23,153 +10,200%
DTL
107
Dynamic Technology Lab
Singapore
$659K +$642K +22,746 New
BCM
108
Bayesian Capital Management
New York
$635K +$618K +21,900 New
QOP
109
Quinn Opportunity Partners
Virginia
$584K +$568K +20,136 New
KSCM
110
Kamunting Street Capital Management
Florida
$580K
Barclays
111
Barclays
United Kingdom
$568K -$1.64M -58,115 -75%
PP
112
Paloma Partners
Connecticut
$547K -$1.74M -61,754 -77%
UBS AM
113
UBS AM
Illinois
$521K +$64.9K +2,302 +15%
Legal & General Group
114
Legal & General Group
United Kingdom
$473K +$102K +3,616 +29%
T. Rowe Price Associates
115
T. Rowe Price Associates
Maryland
$472K +$459K +16,268 New
PAM
116
Panagora Asset Management
Massachusetts
$460K +$447K +15,847 New
NIT
117
NumerixS Investment Technologies
British Columbia, Canada
$415K +$403K +14,300 New
QSS
118
Quantitative Systematic Strategies
Florida
$399K +$388K +13,746 New
USAA
119
United Services Automobile Association
Texas
$382K
SSA
120
Schonfeld Strategic Advisors
New York
$367K +$357K +12,644 New
GC
121
Guggenheim Capital
Illinois
$362K +$52.1K +1,846 +17%
PHAM
122
Pacific Heights Asset Management
California
$350K
UBS Group
123
UBS Group
Switzerland
$283K +$130K +4,598 +89%
Royal Bank of Canada
124
Royal Bank of Canada
Ontario, Canada
$262K +$143K +5,065 +127%
State Board of Administration of Florida Retirement System
125
State Board of Administration of Florida Retirement System
Florida
$252K +$245K +8,689 New

BTU Hedge Fund Activity: Q3 2017 in Review

162 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q3 2017, worth a combined $2.85B — up 19% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new BTU positions and 26 closed out — a net gain of 36 holders — while 66 added to existing stakes and 20 trimmed.

The largest buyer was Platinum Investment Management, opening a new position worth an estimated $73.7M. The largest seller was Discovery Capital Management, cutting an estimated $361M.

  • 162 institutional investors held Peabody Energy (BTU) as of Q3 2017, up from 126 in Q2 2017.
  • Funds reported $2.85B of Peabody Energy stock for Q3 2017, up 19% quarter-over-quarter.
  • 62 funds opened new Peabody Energy positions in Q3 2017 and 26 closed out, a net change of +36 holders.
  • The largest Peabody Energy buyer in Q3 2017 was Platinum Investment Management, an estimated $73.7M added.
  • The largest Peabody Energy seller in Q3 2017 was Discovery Capital Management, an estimated $361M sold.

Based on aggregated 13F filings for Q3 2017.