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Peabody Energy
BTU

181 hedge funds and large institutions have $4B invested in Peabody Energy in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 68 increasing their positions, 43 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $57.4M | Put options by funds: $25.8M

63% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 32

58% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 43

40% more capital invested

Capital invested by funds: $2.85B → $4B (+$1.15B)

12% more funds holding

Funds holding: 162 → 181 (+19)

8% more funds holding in top 10

Funds holding in top 10: 12 → 13 (+1)

0.12% less ownership

Funds ownership: 97.28% → 97.15% (-0.12%)

Holders
181
Holders Change
+19
Holders Change %
+11.73%
% of All Funds
4.11%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.29%
New
52
Increased
68
Reduced
43
Closed
32
Calls
$57.4M
Puts
$25.8M
Net Calls
+$31.6M
Net Calls Change
+$32.9M

Top Buyers

1
OAG
Orbis Allan Gray
Bermuda
+$129M
2
Goldman Sachs
Goldman Sachs
New York
+$55.5M
3
BC
Brookfield Corp
Ontario, Canada
+$46.2M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$42.1M
5
PIM
Platinum Investment Management
Australia
+$38.2M

Top Sellers

1
DCM
Discovery Capital Management
Connecticut
-$135M
2
PC
PointState Capital
New York
-$79.7M
3
LCM
Laurion Capital Management
New York
-$53.8M
4
JIM
JB Investments Management
Pennsylvania
-$45M
5
AGC
Alden Global Capital
Florida
-$38.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
126
First Trust Advisors
Illinois
$754K +$622K +19,158 New
GCP
127
GSA Capital Partners
United Kingdom
$738K -$273K -8,421 -31%
State Board of Administration of Florida Retirement System
128
State Board of Administration of Florida Retirement System
Florida
$695K +$291K +8,960 +103%
Legal & General Group
129
Legal & General Group
United Kingdom
$682K +$32.2K +993 +6%
QT
130
Quantbot Technologies
New York
$614K -$253K -7,779 -33%
Jane Street
131
Jane Street
New York
$603K +$254K +7,810 +104%
O
132
OppenheimerFunds
New York
$579K -$2.48M -76,323 -84%
SFM
133
Soros Fund Management
New York
$574K +$473K +14,582 New
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$549K +$212K +6,521 +88%
CSS
135
Cubist Systematic Strategies
Connecticut
$531K -$2M -61,553 -82%
USAA
136
United Services Automobile Association
Texas
$518K – – –
Canada Life
137
Canada Life
Manitoba, Canada
$443K +$366K +11,270 New
GC
138
Guggenheim Capital
Illinois
$408K -$67.9K -2,092 -17%
Principal Financial Group
139
Principal Financial Group
Iowa
$407K -$444K -13,672 -57%
Parallax Volatility Advisers
140
Parallax Volatility Advisers
California
$400K +$330K +10,164 New
ProShare Advisors
141
ProShare Advisors
Maryland
$390K +$322K +9,907 New
QC
142
Quadrature Capital
United Kingdom
$385K +$317K +9,775 New
Comerica Bank
143
Comerica Bank
Texas
$380K +$307K +9,467 New
AB
144
Amalgamated Bank
New York
$332K +$38.2K +1,177 +16%
KAM
145
Kazazian Asset Management
Florida
$302K +$10.1K +310 +4%
SWP
146
Stratos Wealth Partners
Ohio
$283K – – –
Franklin Resources
147
Franklin Resources
California
$262K -$29.4K -906 -12%
FCM
148
Ferox Capital Management
United Kingdom
$261K +$214K +6,589 New
SRAM
149
Stone Ridge Asset Management
New York
$256K +$211K +6,500 New
Neuberger Berman Group
150
Neuberger Berman Group
New York
$236K +$195K +6,000 New
4 5
6
7 8

BTU Hedge Fund Activity: Q4 2017 in Review

181 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q4 2017, worth a combined $4B — up 40% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BTU positions and 32 closed out — a net gain of 20 holders — while 68 added to existing stakes and 43 trimmed.

The largest buyer was Orbis Allan Gray, opening a new position worth an estimated $129M. The largest seller was Discovery Capital Management, cutting an estimated $135M.

  • 181 institutional investors held Peabody Energy (BTU) as of Q4 2017, up from 162 in Q3 2017.
  • Funds reported $4B of Peabody Energy stock for Q4 2017, up 40% quarter-over-quarter.
  • 52 funds opened new Peabody Energy positions in Q4 2017 and 32 closed out, a net change of +20 holders.
  • The largest Peabody Energy buyer in Q4 2017 was Orbis Allan Gray, an estimated $129M added.
  • The largest Peabody Energy seller in Q4 2017 was Discovery Capital Management, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2017.