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Peabody Energy

137 hedge funds and large institutions have $275M invested in Peabody Energy in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 53 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.23% less ownership

Funds ownership: 105.9%97.66% (-8.2%)

12% less funds holding

Funds holding: 156137 (-19)

25% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 53

45% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 38

48% less call options, than puts

Call options by funds: $2.37M | Put options by funds: $4.52M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

71% less capital invested

Capital invested by funds: $935M → $275M (-$660M)

Holders
137
Holders Change
-19
Holders Change %
-12.18%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
21
Increased
40
Reduced
53
Closed
38
Calls
$2.37M
Puts
$4.52M
Net Calls
-$2.15M
Net Calls Change
+$7.36M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
101
Quadrant Capital Group
Ohio
$48K +$107K +16,670 New
ASRS
102
Arizona State Retirement System
Arizona
$46K +$102K +15,908 New
AIM
103
Alambic Investment Management
California
$44K -$195K -30,500 -67%
Ameriprise
104
Ameriprise
Minnesota
$34K -$342K -53,377 -82%
AB
105
Amalgamated Bank
New York
$30K -$1.91K -298 -3%
SAM
106
Shell Asset Management
Netherlands
$26K -$871 -136 -2%
QI
107
QS Investors
New York
$23K
PAM
108
Panagora Asset Management
Massachusetts
$22K -$226K -35,239 -83%
MAM
109
Meeder Asset Management
Ohio
$21K -$46.1K -7,207 -50%
AIP
110
Ameritas Investment Partners
Nebraska
$17K
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$12K
CG
112
Cutler Group
California
$8K -$29.5K -4,616 -63%
AAM
113
Advisors Asset Management
Colorado
$6K -$20.3K -3,170 -62%
OSAM
114
O'Shaughnessy Asset Management
Connecticut
$5K +$8.62K +1,346 +253%
Osaic Holdings
115
Osaic Holdings
Arizona
$5K +$11.3K +1,772 New
Acadian Asset Management
116
Acadian Asset Management
Massachusetts
$3K +$6.5K +1,015 New
VCM
117
Versant Capital Management
Arizona
$3K +$8.81K +1,376 New
EW
118
Evoke Wealth
California
$2.19K +$4.83K +754 New
LC
119
Lindbrook Capital
California
$2K +$3.39K +529 New
US Bancorp
120
US Bancorp
Minnesota
$2K +$4.05K +632 New
UBS Group
121
UBS Group
Switzerland
$1K -$3.17M -494,631 -100%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$1K -$1.4M -219,199 -100%
EFSCE
123
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
MSFP
124
Mark Sheptoff Financial Planning
Connecticut
$1K
POIA
125
Pin Oak Investment Advisors
Texas
$1K

BTU Hedge Fund Activity: Q1 2020 in Review

137 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q1 2020, worth a combined $275M — down 71% from $935M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of BTU and 21 opened new positions — a net loss of 17 holders — while 53 trimmed existing stakes and 40 added.

The largest buyer was Kite Lake Capital Management (UK), opening a new position worth an estimated $5.12M. The largest seller was Contrarian Capital Management, cutting an estimated $27.7M.

  • 137 institutional investors held Peabody Energy (BTU) as of Q1 2020, down from 156 in Q4 2019.
  • Funds reported $275M of Peabody Energy stock for Q1 2020, down 71% quarter-over-quarter.
  • 21 funds opened new Peabody Energy positions in Q1 2020 and 38 closed out, a net change of -17 holders.
  • The largest Peabody Energy buyer in Q1 2020 was Kite Lake Capital Management (UK), an estimated $5.12M added.
  • The largest Peabody Energy seller in Q1 2020 was Contrarian Capital Management, an estimated $27.7M sold.

Based on aggregated 13F filings for Q1 2020.