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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
MSFP
151
Mark Sheptoff Financial Planning
Connecticut
$6K -$5.56K -197 -50%
HCM
152
Highlander Capital Management
New Jersey
$6K
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$5K +$4.46K +158 New
EFSCE
154
Enterprise Financial Services Corp (EFSC)
Missouri
$5K +$5.02K +178 New
LTFS
155
Ladenburg Thalmann Financial Services
Florida
$2K +$282 +10 +13%
JFA
156
JNBA Financial Advisors
Minnesota
$1K
RFA
157
Reilly Financial Advisors
California
$1K
SBL
158
Sargent Bickham Lagudis
Colorado
$1K +$733 +26 New
SEI Investments
159
SEI Investments
Pennsylvania
$1K +$1.1K +39 New
NFG
160
Next Financial Group
Texas
$1K +$1.47K +52 New
BC
161
Brookfield Corp
Ontario, Canada
-$28.8M -1,177,896 Closed
CM
162
Corvex Management
New York
-$21.5M -880,044 Closed
CC
163
Coastland Capital
California
-$8.78M -359,056 Closed
SIG
164
Senator Investment Group
New York
-$8.75M -358,043 Closed
PIA
165
Phoenix Investment Adviser
New York
-$6.46M -264,340 Closed
YCMGA
166
York Capital Management Global Advisors
New York
-$5.86M -239,799 Closed
SFM
167
Soros Fund Management
New York
-$4.52M -184,863 Closed
TAL
168
TIG Advisors LLC
New York
-$3.93M -160,686 Closed
Nomura Asset Management
169
Nomura Asset Management
Japan
-$3.83M -135,707 Closed
HHC
170
Hutchin Hill Capital
New York
-$3.26M -133,500 Closed
PHS
171
PFM Health Sciences
California
-$2.98M -122,101 Closed
RCM
172
Ratan Capital Management
Florida
-$1.17M -47,781 Closed
MAMNY
173
Marathon Asset Management (New York)
New York
-$1.11M -45,414 Closed
FNT
174
First National Trust
Pennsylvania
-$784K -32,052 Closed
PL
175
Parkwood LLC
Ohio
-$594K -24,289 Closed

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.