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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
ECM
126
ExodusPoint Capital Management
New York
– -$168K -55,045 Closed
SW
127
SteelPeak Wealth
California
– -$70K -23,000 Closed
QOP
128
Quinn Opportunity Partners
Virginia
– -$59K -19,344 Closed
XT
129
XTX Topco
Cayman Islands
– -$51K -16,640 Closed
Wolverine Trading
130
Wolverine Trading
Illinois
– -$91K -15,371 Closed
BCM
131
Bienville Capital Management
New York
– -$39K -12,636 Closed
Comerica Bank
132
Comerica Bank
Texas
– -$52K -12,582 Closed
FIA
133
FNY Investment Advisers
New York
– -$38K -12,500 Closed
CS
134
Credit Suisse
Switzerland
– -$37K -12,003 Closed
IA
135
IndexIQ Advisors
New York
– -$24.4K -4,121 -99%
MAM
136
Meeder Asset Management
Ohio
– -$9K -3,050 Closed
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
– -$10K -2,963 Closed
PLU
138
Performa Ltd (US)
South Carolina
– -$3K -1,000 Closed
Fidelity Investments
139
Fidelity Investments
Massachusetts
– +$6 +1 New
QCG
140
Quadrant Capital Group
Ohio
– +$308 +52 New
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
– +$355 +60 New
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.