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Peabody Energy

189 hedge funds and large institutions have $2.53B invested in Peabody Energy in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 65 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 35

0% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 65

2% less funds holding

Funds holding: 192189 (-3)

2.08% less ownership

Funds ownership: 100.3%98.22% (-2.1%)

18% less capital invested

Capital invested by funds: $3.07B → $2.53B (-$545M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

68% less call options, than puts

Call options by funds: $2.75M | Put options by funds: $8.58M

Holders
189
Holders Change
-3
Holders Change %
-1.56%
% of All Funds
4.11%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
35
Increased
65
Reduced
65
Closed
35
Calls
$2.75M
Puts
$8.58M
Net Calls
-$5.83M
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
151
Advisors Asset Management
Colorado
$156K -$7.1K -270 -4%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$155K +$150K +5,709 +780%
AIP
153
Ameritas Investment Partners
Nebraska
$145K -$11.5K -439 -7%
Royal Bank of Canada
154
Royal Bank of Canada
Ontario, Canada
$104K -$1.04M -39,732 -90%
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$100K
RA
156
Royce & Associates
New York
$66K +$72K +2,737 New
JIR
157
James Investment Research
Ohio
$46K -$8.1K -308 -14%
LTFS
158
Ladenburg Thalmann Financial Services
Florida
$36K -$13.9K -530 -26%
SGAM
159
Smith Group Asset Management
Texas
$27K -$263 -10 -0.9%
GWM
160
Geneos Wealth Management
Colorado
$25K
QCG
161
Quadrant Capital Group
Ohio
$19K +$21.1K +801 New
OIA
162
OneDigital Investment Advisors
Kansas
$14K
PCP
163
Proficio Capital Partners
Massachusetts
$13K +$13.9K +529 +1,889%
Fidelity Investments
164
Fidelity Investments
Massachusetts
$12K -$14M -533,338 -100%
PCM
165
Prelude Capital Management
New York
$12K -$23.1K -878 -64%
Skandinaviska Enskilda Banken (SEB)
166
Skandinaviska Enskilda Banken (SEB)
Sweden
$11K +$12.4K +473 New
PHK
167
Point72 Hong Kong
Hong Kong
$8K -$49.6K -1,885 -85%
CFB
168
Cullen/Frost Bankers
Texas
$6K
MSFP
169
Mark Sheptoff Financial Planning
Connecticut
$5K
EFSCE
170
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
POIA
171
Pin Oak Investment Advisors
Texas
$4K
CIA
172
CSat Investment Advisory
Michigan
$4K +$4.02K +153 New
CCM
173
Covington Capital Management
California
$4K +$4.55K +173 New
FHA
174
First Horizon Advisors
Tennessee
$3K +$1.39K +53 +65%
PA
175
Parallel Advisors
California
$3K +$2.79K +106 New

BTU Hedge Fund Activity: Q2 2019 in Review

189 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q2 2019, worth a combined $2.53B — down 18% from $3.07B a quarter earlier.

Fund positioning in BTU was balanced in Q2 2019: 35 funds opened new positions, 35 closed out, 65 added to existing stakes and 65 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $33M. The largest seller was Orbis Allan Gray, cutting an estimated $69.6M.

  • 189 institutional investors held Peabody Energy (BTU) as of Q2 2019, down from 192 in Q1 2019.
  • Funds reported $2.53B of Peabody Energy stock for Q2 2019, down 18% quarter-over-quarter.
  • 35 funds opened new Peabody Energy positions in Q2 2019 and 35 closed out, a net change of 0 holders.
  • The largest Peabody Energy buyer in Q2 2019 was Nuveen, an estimated $33M added.
  • The largest Peabody Energy seller in Q2 2019 was Orbis Allan Gray, an estimated $69.6M sold.

Based on aggregated 13F filings for Q2 2019.