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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
UBS AM
101
UBS AM
Illinois
$2.22M -$1.44M -33,667 -35%
MAM
102
Martingale Asset Management
Massachusetts
$2.15M -$4.25K -99 -0.2%
VOYA Investment Management
103
VOYA Investment Management
Georgia
$2.11M +$828K +19,299 +48%
PP
104
Paloma Partners
Connecticut
$2.01M +$2.42M +56,389 New
AIG
105
American International Group
New York
$1.85M -$28.2K -657 -1%
JIR
106
James Investment Research
Ohio
$1.81M -$299K -6,965 -12%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.8M -$392K -9,130 -15%
PC
108
Permit Capital
Pennsylvania
$1.78M
HW
109
Hancock Whitney
Mississippi
$1.78M +$2.14M +49,863 New
GCP
110
GSA Capital Partners
United Kingdom
$1.72M -$7.06M -164,544 -77%
KC
111
Kadensa Capital
Hong Kong
$1.69M +$2.03M +47,431 New
Tudor Investment Corp
112
Tudor Investment Corp
Connecticut
$1.64M +$618K +14,398 +46%
PI
113
PEAK6 Investments
Illinois
$1.59M +$1.92M +44,727 New
DTL
114
Dynamic Technology Lab
Singapore
$1.47M +$1.28M +29,909 +263%
Los Angeles Capital Management
115
Los Angeles Capital Management
California
$1.45M +$1.75M +40,810 New
Legal & General Group
116
Legal & General Group
United Kingdom
$1.45M -$5.05M -117,618 -74%
EGM
117
Engineers Gate Manager
New York
$1.44M +$1.54M +35,881 +797%
WMSA
118
Weiss Multi-Strategy Advisers
New York
$1.43M +$1.72M +40,000 New
SEC
119
Seven Eight Capital
New York
$1.38M +$1.66M +38,800 New
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$1.37M +$370K +8,627 +29%
SCM
121
Sterling Capital Management
North Carolina
$1.28M -$86 -2 -0%
SO
122
STRS Ohio
Ohio
$1.27M -$98.7K -2,300 -6%
AG
123
AlphaSimPlex Group
Massachusetts
$1.27M +$290K +6,754 +23%
Natixis Advisors
124
Natixis Advisors
Massachusetts
$1.27M +$290K +6,754 +23%
BA
125
Boston Advisors
Massachusetts
$1.24M +$75.5K +1,760 +5%

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.