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Peabody Energy
BTU

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: 126 → 162 (+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: 13 → 12 (-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

Top Buyers

Rank Fund Capital Flow
1
PIM
Platinum Investment Management
Australia
+$73.7M
2
LCM
Laurion Capital Management
New York
+$63.7M
3
State Street
State Street
Massachusetts
+$51.8M
4
Citadel Advisors
Citadel Advisors
Florida
+$50.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$44.1M

Top Sellers

Rank Fund Capital Flow
1
DCM
Discovery Capital Management
Connecticut
-$361M
2
PC
PointState Capital
New York
-$93.4M
3
BCM
Brigade Capital Management
New York
-$29.7M
4
BC
Brookfield Corp
Ontario, Canada
-$28.8M
5
AL
Appaloosa LP
New Jersey
-$22.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
176
Alta Fundamental Advisers
New York
– -$398K -16,315 Closed
WC
177
Wexford Capital
Florida
– -$325K -13,301 Closed
QC
178
Quadrature Capital
United Kingdom
– -$313K -12,801 Closed
WIC
179
Water Island Capital
New York
– -$266K -10,883 Closed
GLAM
180
Gardner Lewis Asset Management
Pennsylvania
– -$263K -10,751 Closed
FPF
181
FNY Partners Fund
New York
– -$146K -6,000 Closed
PIM
182
Partner Investment Management
California
– -$55K -2,244 Closed
CFIC
183
City Financial Investment Company
United Kingdom
– -$35K -1,442 Closed
Creative Planning
184
Creative Planning
Kansas
– -$14K -578 Closed
ASN
185
Advisory Services Network
Georgia
– -$11K -455 Closed
Point72 Asset Management
186
Point72 Asset Management
Connecticut
– -$7K -266 Closed
TCOV
187
Trust Company of Vermont
Vermont
– +$85 +3 New
CFA
188
Carroll Financial Associates
North Carolina
– +$423 +15 New
4 5 6 7
8

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.