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Peabody Energy
BTU

121 hedge funds and large institutions have $649M invested in Peabody Energy in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 37 increasing their positions, 35 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more capital invested

Capital invested by funds: $227M → $649M (+$422M)

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

10% more funds holding

Funds holding: 110 → 121 (+11)

7.67% more ownership

Funds ownership: 75.55% → 83.23% (+7.7%)

6% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 35

37% less call options, than puts

Call options by funds: $13.9M | Put options by funds: $22.2M

Holders
121
Holders Change
+11
Holders Change %
+10%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
37
Reduced
35
Closed
24
Calls
$13.9M
Puts
$22.2M
Net Calls
-$8.32M
Net Calls Change
-$5.17M

Top Buyers

1
State Street
State Street
Massachusetts
+$35.8M
2
Millennium Management
Millennium Management
New York
+$9.17M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$6.98M
4
P3I
Progeny 3 Inc
Washington
+$5.6M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$5.41M

Top Sellers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$8.27M
2
Renaissance Technologies
Renaissance Technologies
New York
-$5.13M
3
AGC
Alden Global Capital
Florida
-$3.06M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$2.47M
5
BCM
Bridgeway Capital Management
Texas
-$2.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
101
American Portfolios Advisors
New York
$11K – – –
US Bancorp
102
US Bancorp
Minnesota
$8K +$5.86K +990 New
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$7K +$1.76K +298 +51%
HMS
104
Hanseatic Management Services
New Mexico
$6K +$4.23K +715 New
Osaic Holdings
105
Osaic Holdings
Arizona
$4K -$1.48K -250 -37%
Skandinaviska Enskilda Banken (SEB)
106
Skandinaviska Enskilda Banken (SEB)
Sweden
$4K – – –
AWM
107
Activest Wealth Management
Florida
$1K – – –
POIA
108
Pin Oak Investment Advisors
Texas
$1K – – –
RCA
109
Ranch Capital Advisors
Florida
$1K – – –
S
110
SignatureFD
Georgia
$1K +$651 +110 New
CI
111
CX Institutional
Indiana
$1K +$1.1K +186 New
AIG
112
American International Group
New York
$308 +$13.2K +2,228 +6%
SWA
113
Sutton Wealth Advisors
Florida
$238 +$178 +30 New
Walleye Capital
114
Walleye Capital
New York
$149 +$112K +18,840 New
Adage Capital Partners
115
Adage Capital Partners
Massachusetts
– -$8.27M -2,701,000 Closed
AGC
116
Alden Global Capital
Florida
– -$3.06M -1,000,000 Closed
BCM
117
Bridgeway Capital Management
Texas
– -$2.4M -784,500 Closed
Acadian Asset Management
118
Acadian Asset Management
Massachusetts
– -$2.05M -668,444 Closed
Canada Pension Plan Investment Board
119
Canada Pension Plan Investment Board
Ontario, Canada
– -$1.01M -331,000 Closed
WC
120
Wexford Capital
Florida
– -$739K -241,600 Closed
Creative Planning
121
Creative Planning
Kansas
– -$563K -184,074 Closed
JCM
122
JS Capital Management
New York
– -$361K -117,900 Closed
HSBC Holdings
123
HSBC Holdings
United Kingdom
– -$263K -86,157 Closed
Los Angeles Capital Management
124
Los Angeles Capital Management
California
– -$229K -74,766 Closed
QT
125
Quantbot Technologies
New York
– -$179K -58,676 Closed
2 3 4
5
6

BTU Hedge Fund Activity: Q2 2021 in Review

121 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q2 2021, worth a combined $649M — up 186% from $227M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BTU positions and 24 closed out — a net gain of 11 holders — while 37 added to existing stakes and 35 trimmed.

The largest buyer was State Street, adding an estimated $35.8M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $8.27M sold.

  • 121 institutional investors held Peabody Energy (BTU) as of Q2 2021, up from 110 in Q1 2021.
  • Funds reported $649M of Peabody Energy stock for Q2 2021, up 186% quarter-over-quarter.
  • 35 funds opened new Peabody Energy positions in Q2 2021 and 24 closed out, a net change of +11 holders.
  • The largest Peabody Energy buyer in Q2 2021 was State Street, an estimated $35.8M added.
  • The largest Peabody Energy seller in Q2 2021 was Adage Capital Partners, an estimated $8.27M sold.

Based on aggregated 13F filings for Q2 2021.