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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
MIM
126
MetLife Investment Management
New Jersey
$1.22M -$113K -2,636 -7%
SFM
127
Systematic Financial Management
New Jersey
$1.14M +$32.4K +755 +2%
SEI Investments
128
SEI Investments
Pennsylvania
$1.13M -$36.8K -857 -3%
PL
129
Polianta Ltd
Jersey
$1.1M
Jane Street
130
Jane Street
New York
$1.08M +$898K +20,945 +227%
CSS
131
Cubist Systematic Strategies
Connecticut
$1.05M +$1.24M +28,865 +4,380%
SCM
132
Stevens Capital Management
Pennsylvania
$1.02M +$673K +15,697 +121%
USGIU
133
U.S. Global Investors (USGI)
Texas
$1.02M -$232K -5,400 -16%
FMBTD
134
First Midwest Bank Trust Division
Illinois
$987K +$42.9K +1,000 +4%
USAA
135
United Services Automobile Association
Texas
$972K -$152K -3,537 -11%
SRAM
136
Stone Ridge Asset Management
New York
$935K +$666K +15,528 +145%
SG Americas Securities
137
SG Americas Securities
New York
$892K +$580K +13,516 +117%
MLICM
138
Metropolitan Life Insurance Company (MetLife)
New York
$863K -$81.9K -1,909 -7%
VF
139
Virtu Financial
New York
$823K +$708K +16,499 +251%
WAM
140
Wolverine Asset Management
Illinois
$805K +$332K +7,732 +52%
CG
141
Cutler Group
California
$778K +$814K +18,976 +661%
T. Rowe Price Associates
142
T. Rowe Price Associates
Maryland
$777K +$6.05K +141 +0.7%
HI
143
HBK Investments
Texas
$756K +$909K +21,200 New
GCM
144
Graham Capital Management
Connecticut
$712K +$858K +20,000 New
MF
145
Magnetar Financial
Illinois
$705K +$848K +19,772 New
WG
146
Winton Group
United Kingdom
$688K +$49.2K +1,146 +6%
Wolverine Trading
147
Wolverine Trading
Illinois
$631K +$287K +6,684 +61%
Simplex Trading
148
Simplex Trading
Illinois
$626K +$547K +12,744 +263%
Franklin Resources
149
Franklin Resources
California
$625K +$512K +11,942 +213%
SWP
150
Stratos Wealth Partners
Ohio
$620K +$98.7K +2,300 +15%

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.