We are live on ! Find out more
BTU icon

Peabody Energy
BTU

210 hedge funds and large institutions have $2.72B invested in Peabody Energy in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 55 increasing their positions, 65 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 3 → 15 (+12)

183% more capital invested

Capital invested by funds: $964M → $2.72B (+$1.76B)

97% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 37

23% more call options, than puts

Call options by funds: $221M | Put options by funds: $179M

20% more funds holding

Funds holding: 175 → 210 (+35)

7.93% more ownership

Funds ownership: 75.18% → 83.11% (+7.9%)

15% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 65

Holders
210
Holders Change
+35
Holders Change %
+20%
% of All Funds
3.31%
Holding in Top 10
15
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+400%
% of All Funds
0.24%
New
73
Increased
55
Reduced
65
Closed
37
Calls
$221M
Puts
$179M
Net Calls
+$41.9M
Net Calls Change
+$46.4M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$134M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$44M
3
CGM
Capital Growth Management
Massachusetts
+$43.2M
4
JMPWA
JP Morgan Private Wealth Advisors
California
+$34.2M
5
KL
KGH Ltd
Bahamas
+$31.1M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$40.9M
2
State Street
State Street
Massachusetts
-$32.3M
3
Renaissance Technologies
Renaissance Technologies
New York
-$23.2M
4
GLA
Great Lakes Advisors
Illinois
-$15.2M
5
Millennium Management
Millennium Management
New York
-$14.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC World Market
151
CIBC World Market
Ontario, Canada
$309K +$214K +12,600 New
GC
152
Garde Capital
Washington
$303K – – –
N
153
Natixis
France
$299K +$207K +12,205 New
PP
154
PDT Partners
New York
$292K +$202K +11,900 New
DFCM
155
Dark Forest Capital Management
Puerto Rico
$289K +$199K +11,738 +25,517%
RJA
156
Raymond James & Associates
Florida
$289K +$200K +11,800 New
YCM
157
Yousif Capital Management
Michigan
$267K -$31.3K -1,845 -14%
Federated Hermes
158
Federated Hermes
Pennsylvania
$266K -$369K -21,785 -67%
CIP
159
Convergence Investment Partners
Florida
$266K +$184K +10,827 New
AB
160
Amalgamated Bank
New York
$263K +$831 +49 +0.5%
AF
161
Amalgamated Financial
New York
$263K +$182K +10,741 New
BRWA
162
B. Riley Wealth Advisors
Florida
$253K +$175K +10,300 New
ONGA
163
O'Neil Global Advisors
California
$235K +$163K +9,593 New
CIBC Asset Management
164
CIBC Asset Management
Ontario, Canada
$233K +$161K +9,502 New
QC
165
Quantedge Capital
Singapore
$231K +$159K +9,400 New
PP
166
Paloma Partners
Connecticut
$219K -$171K -10,113 -53%
Public Employees Retirement Association of Colorado
167
Public Employees Retirement Association of Colorado
Colorado
$217K – – –
WAM
168
Wolverine Asset Management
Illinois
$216K -$298K -17,596 -67%
CIM
169
Cambria Investment Management
California
$214K +$148K +8,712 New
Franklin Resources
170
Franklin Resources
California
$214K +$148K +8,731 New
BAM
171
Byrne Asset Management
New Jersey
$211K +$146K +8,594 New
SC
172
Scotia Capital
Ontario, Canada
$208K +$144K +8,479 New
MYIA
173
Mount Yale Investment Advisors
Colorado
$206K +$142K +8,384 New
Envestnet Asset Management
174
Envestnet Asset Management
Illinois
$202K +$140K +8,240 New
CM
175
Caption Management
Oklahoma
$192K +$133K +7,853 New
5 6
7
8 9

BTU Hedge Fund Activity: Q1 2022 in Review

210 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q1 2022, worth a combined $2.72B — up 183% from $964M a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new BTU positions and 37 closed out — a net gain of 36 holders — while 55 added to existing stakes and 65 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $134M. The largest seller was Susquehanna International Group, cutting an estimated $40.9M.

  • 210 institutional investors held Peabody Energy (BTU) as of Q1 2022, up from 175 in Q4 2021.
  • Funds reported $2.72B of Peabody Energy stock for Q1 2022, up 183% quarter-over-quarter.
  • 73 funds opened new Peabody Energy positions in Q1 2022 and 37 closed out, a net change of +36 holders.
  • The largest Peabody Energy buyer in Q1 2022 was Fidelity Investments, an estimated $134M added.
  • The largest Peabody Energy seller in Q1 2022 was Susquehanna International Group, an estimated $40.9M sold.

Based on aggregated 13F filings for Q1 2022.