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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
AIP
151
Ameritas Investment Partners
Nebraska
$222K +$27.3K +841 +18%
New York State Teachers Retirement System (NYSTRS)
152
New York State Teachers Retirement System (NYSTRS)
New York
$217K +$39K +1,200 +28%
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$179K +$147K +4,539 New
PCM
154
Prelude Capital Management
New York
$173K -$33.5K -1,032 -19%
MAM
155
Meeder Asset Management
Ohio
$142K +$70.1K +2,158 +147%
SG Americas Securities
156
SG Americas Securities
New York
$110K +$90.8K +2,796 New
EA
157
Edge Advisors
Georgia
$103K – – –
NIT
158
NumerixS Investment Technologies
British Columbia, Canada
$51K -$422K -13,000 -91%
GWM
159
Geneos Wealth Management
Colorado
$46K – – –
Loomis, Sayles & Company
160
Loomis, Sayles & Company
Massachusetts
$42K +$422 +13 +1%
Royal Bank of Canada
161
Royal Bank of Canada
Ontario, Canada
$33K -$266K -8,198 -91%
SFSIG
162
San Francisco Sentry Investment Group
California
$24K -$9.06K -279 -31%
DCM
163
Delpha Capital Management
New York
$20K +$16.8K +519 New
AAM
164
Advisors Asset Management
Colorado
$19K – – –
AG
165
Advisor Group
Arizona
$18K -$584 -18 -4%
HCM
166
Highlander Capital Management
New Jersey
$8K – – –
MSFP
167
Mark Sheptoff Financial Planning
Connecticut
$8K – – –
CFN
168
Cordasco Financial Network
Florida
$8K +$6.49K +200 New
EFSCE
169
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
LTFS
170
Ladenburg Thalmann Financial Services
Florida
$7K +$3.25K +100 +112%
SEI Investments
171
SEI Investments
Pennsylvania
$3K +$454 +14 +36%
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$3K +$2.08K +64 New
ASN
173
Advisory Services Network
Georgia
$3K +$2.53K +78 New
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
$3K +$2.63K +81 New
VCM
175
Versant Capital Management
Arizona
$2K +$1.75K +54 New
5 6
7
8 9

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.