Peabody Energy
100 hedge funds and large institutions have $192M invested in Peabody Energy in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 35 reducing their positions, and 37 closing their positions.
9% less capital invested
Capital invested by funds: $210M → $192M (-$17.9M)
11% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 35
12.32% less ownership
Funds ownership: 93.72% → 81.4% (-12%)
17% less funds holding
Funds holding: 120 → 100 (-20)
35% less call options, than puts
Call options by funds: $1.42M | Put options by funds: $2.18M
54% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 37
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWNA
Marshall Wace North America
New York
|
+$3.09M |
| 2 |
AGC
Alden Global Capital
Brandon,
Florida
|
+$2.92M |
| 3 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$2.9M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$2.43M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$22.2M |
| 2 |
Goldman Sachs
New York
|
-$3.36M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$2.35M |
| 4 |
CIM
Contrarius Investment Management
St. Helier,
Jersey
|
-$2.13M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$1.97M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Zurich Cantonal Bank
Zurich,
Switzerland
| – | -$10K | -4,162 | Closed |
|
BTU Hedge Fund Activity: Q4 2020 in Review
100 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q4 2020, worth a combined $192M — down 8.5% from $210M a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of BTU and 17 opened new positions — a net loss of 20 holders — while 35 trimmed existing stakes and 31 added.
The largest buyer was Marshall Wace North America, opening a new position worth an estimated $3.09M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $22.2M sold.
- 100 institutional investors held Peabody Energy (BTU) as of Q4 2020, down from 120 in Q3 2020.
- Funds reported $192M of Peabody Energy stock for Q4 2020, down 8.5% quarter-over-quarter.
- 17 funds opened new Peabody Energy positions in Q4 2020 and 37 closed out, a net change of -20 holders.
- The largest Peabody Energy buyer in Q4 2020 was Marshall Wace North America, an estimated $3.09M added.
- The largest Peabody Energy seller in Q4 2020 was T. Rowe Price Associates, an estimated $22.2M sold.
Based on aggregated 13F filings for Q4 2020.