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Peabody Energy
BTU

194 hedge funds and large institutions have $4.54B invested in Peabody Energy in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 70 increasing their positions, 58 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

31% more call options, than puts

Call options by funds: $13.9M | Put options by funds: $10.6M

21% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 58

14% more capital invested

Capital invested by funds: $4B → $4.54B (+$547M)

7% more funds holding

Funds holding: 181 → 194 (+13)

1.06% less ownership

Funds ownership: 97.15% → 96.09% (-1.1%)

23% less funds holding in top 10

Funds holding in top 10: 13 → 10 (-3)

Holders
194
Holders Change
+13
Holders Change %
+7.18%
% of All Funds
4.45%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.23%
New
47
Increased
70
Reduced
58
Closed
30
Calls
$13.9M
Puts
$10.6M
Net Calls
+$3.3M
Net Calls Change
-$28.3M

Top Buyers

Rank Fund Capital Flow
1
EM
Elliott Management
New York
+$563M
2
OAG
Orbis Allan Gray
Bermuda
+$238M
3
CCM
Contrarian Capital Management
Connecticut
+$203M
4
Boston Partners
Boston Partners
Massachusetts
+$70.7M
5
PC
Packer & Co
Australia
+$57M

Top Sellers

Rank Fund Capital Flow
1
DCM
Discovery Capital Management
Connecticut
-$196M
2
TBC
Three Bays Capital
Massachusetts
-$85.2M
3
Millennium Management
Millennium Management
New York
-$60.3M
4
BC
Brookfield Corp
Ontario, Canada
-$56.1M
5
TIAAOA
Teachers Insurance & Annuity Association of America
New York
-$36.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
WG
101
Winton Group
United Kingdom
$1.5M +$1.63M +41,038 New
CSS
102
Cubist Systematic Strategies
Connecticut
$1.44M +$1.03M +26,001 +193%
BCM
103
BlueCrest Capital Management
Jersey
$1.41M +$1.54M +38,594 New
QC
104
Quadrature Capital
United Kingdom
$1.38M +$1.11M +27,890 +285%
VF
105
Virtu Financial
New York
$1.37M +$1.49M +37,538 New
SFM
106
Systematic Financial Management
New Jersey
$1.37M +$1.49M +37,465 New
N
107
Nuveen
North Carolina
$1.35M – – –
TMAM
108
Tokio Marine Asset Management
Japan
$1.32M -$796K -20,000 -36%
SCM
109
Sterling Capital Management
North Carolina
$1.31M +$1.43M +35,873 New
Squarepoint
110
Squarepoint
New York
$1.27M +$1.38M +34,800 New
SO
111
STRS Ohio
Ohio
$1.27M -$47.7K -1,200 -3%
PAM
112
Panagora Asset Management
Massachusetts
$1.23M +$395K +9,921 +42%
CONA
113
Capital One National Association
New York
$1.22M -$244K -6,144 -16%
BA
114
Boston Advisors
Massachusetts
$1.2M +$1.3M +32,763 New
Prudential Financial
115
Prudential Financial
New Jersey
$1.13M -$12.5M -312,988 -91%
MIM
116
MetLife Investment Management
New Jersey
$1.13M – – –
PL
117
Polianta Ltd
Jersey
$1.13M +$1.23M +30,900 New
USAA
118
United Services Automobile Association
Texas
$1.05M +$620K +15,579 +118%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$1.04M – – –
AG
120
AlphaSimPlex Group
Massachusetts
$926K +$1.01M +25,379 New
Natixis Advisors
121
Natixis Advisors
Massachusetts
$926K +$1.01M +25,379 New
AIM
122
Alambic Investment Management
California
$925K -$269K -6,760 -21%
Federated Hermes
123
Federated Hermes
Pennsylvania
$919K -$199K -4,993 -17%
FMBTD
124
First Midwest Bank Trust Division
Illinois
$915K +$2.9K +73 +0.3%
SCM
125
Stevens Capital Management
Pennsylvania
$854K +$9.27K +233 +1%
3 4
5
6 7

BTU Hedge Fund Activity: Q1 2018 in Review

194 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q1 2018, worth a combined $4.54B — up 14% from $4B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new BTU positions and 30 closed out — a net gain of 17 holders — while 70 added to existing stakes and 58 trimmed.

The largest buyer was Elliott Management, adding an estimated $563M. The largest seller was Discovery Capital Management, exiting entirely with an estimated $196M sold.

  • 194 institutional investors held Peabody Energy (BTU) as of Q1 2018, up from 181 in Q4 2017.
  • Funds reported $4.54B of Peabody Energy stock for Q1 2018, up 14% quarter-over-quarter.
  • 47 funds opened new Peabody Energy positions in Q1 2018 and 30 closed out, a net change of +17 holders.
  • The largest Peabody Energy buyer in Q1 2018 was Elliott Management, an estimated $563M added.
  • The largest Peabody Energy seller in Q1 2018 was Discovery Capital Management, an estimated $196M sold.

Based on aggregated 13F filings for Q1 2018.