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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
CCMH
126
Cornerstone Capital Management Holdings
New York
$240K +$234K +8,300 New
TRCT
127
Tower Research Capital (TRC)
New York
$223K +$217K +7,684 New
Franklin Resources
128
Franklin Resources
California
$219K +$213K +7,559 New
Jane Street
129
Jane Street
New York
$218K +$212K +7,515 New
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$216K +$23.3K +826 +13%
KAM
131
Kazazian Asset Management
Florida
$214K +$208K +7,368 New
AB
132
Amalgamated Bank
New York
$211K +$205K +7,267 New
SWP
133
Stratos Wealth Partners
Ohio
$209K +$203K +7,200 New
PCM
134
Prelude Capital Management
New York
$157K +$34.5K +1,222 +29%
AIP
135
Ameritas Investment Partners
Nebraska
$138K +$14.1K +500 +12%
New York State Teachers Retirement System (NYSTRS)
136
New York State Teachers Retirement System (NYSTRS)
New York
$125K +$121K +4,300 New
EA
137
Edge Advisors
Georgia
$76K
Federated Hermes
138
Federated Hermes
Pennsylvania
$74K +$71.8K +2,544 New
CG
139
Cutler Group
California
$54K +$40.5K +1,437 +321%
MAM
140
Meeder Asset Management
Ohio
$43K +$41.4K +1,466 New
EDRH
141
Edmond de Rothschild Holding
Switzerland
$39K
PHK
142
Point72 Hong Kong
Hong Kong
$36K +$35K +1,241 New
GWM
143
Geneos Wealth Management
Colorado
$33K +$17.8K +632 +117%
Loomis, Sayles & Company
144
Loomis, Sayles & Company
Massachusetts
$31K +$30K +1,065 New
DSC
145
Duncker Streett & Co
Missouri
$29K
SFSIG
146
San Francisco Sentry Investment Group
California
$26K
RA
147
Royce & Associates
New York
$15K +$14.8K +526 New
AAM
148
Advisors Asset Management
Colorado
$14K +$7.79K +276 +139%
AG
149
Advisor Group
Arizona
$14K +$11.4K +405 +711%
Barrow, Hanley, Mewhinney & Strauss
150
Barrow, Hanley, Mewhinney & Strauss
Texas
$7K +$6.71K +238 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.