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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
BPM
151
Bowling Portfolio Management
Ohio
$616K +$742K +17,292 New
QT
152
Quantbot Technologies
New York
$613K +$256K +5,968 +53%
Ohio Public Employees Retirement System (OPERS)
153
Ohio Public Employees Retirement System (OPERS)
Ohio
$598K +$412K +9,613 +134%
MAM
154
Meeder Asset Management
Ohio
$585K +$152K +3,549 +28%
Jennison Associates
155
Jennison Associates
New York
$560K +$674K +15,706 New
ProShare Advisors
156
ProShare Advisors
Maryland
$549K +$203K +4,734 +44%
N
157
Nuveen
North Carolina
$535K -$515K -12,000 -44%
LG
158
Leuthold Group
Minnesota
$532K +$640K +14,926 New
FQ
159
First Quadrant
California
$527K +$466K +10,874 +278%
GCA
160
Gideon Capital Advisors
New York
$521K +$627K +14,614 New
CPO
161
Cerity Partners OCIO
New York
$485K +$584K +13,617 New
Verition Fund Management
162
Verition Fund Management
Connecticut
$472K +$197K +4,592 +53%
GH
163
GAM Holding
Switzerland
$438K +$117K +2,723 +28%
TMAM
164
Tokio Marine Asset Management
Japan
$424K -$429K -10,000 -46%
Canada Life
165
Canada Life
Manitoba, Canada
$409K +$8.11K +189 +2%
GC
166
Guggenheim Capital
Illinois
$390K -$22.3K -520 -5%
Principal Financial Group
167
Principal Financial Group
Iowa
$381K -$37.4K -871 -8%
Public Employees Retirement Association of Colorado
168
Public Employees Retirement Association of Colorado
Colorado
$371K +$446K +10,402 New
SSA
169
Schonfeld Strategic Advisors
New York
$356K +$429K +10,000 New
AB
170
Amalgamated Bank
New York
$355K -$17.2K -402 -4%
OSAM
171
O'Shaughnessy Asset Management
Connecticut
$344K +$115K +2,674 +38%
Teacher Retirement System of Texas
172
Teacher Retirement System of Texas
Texas
$343K -$322K -7,495 -44%
CIP
173
Convergence Investment Partners
Florida
$309K +$372K +8,681 New
PCM
174
Prelude Capital Management
New York
$308K +$69.1K +1,611 +23%
CI
175
Cigna Investments
Connecticut
$299K +$150K +3,491 +70%

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.