Peabody Energy
156 hedge funds and large institutions have $935M invested in Peabody Energy in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 37 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
11.43% more ownership
Funds ownership: 94.47% → 105.9% (+11%)
7% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 54
7% less funds holding
Funds holding: 167 → 156 (-11)
30% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 37
33% less call options, than puts
Call options by funds: $19.3M | Put options by funds: $28.9M
35% less capital invested
Capital invested by funds: $1.44B → $935M (-$505M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$59.7M |
| 2 |
State Street
Boston,
Massachusetts
|
+$16.1M |
| 3 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
|
+$10M |
| 4 |
Bank of New York Mellon
New York
|
+$9.81M |
| 5 |
Two Sigma Investments
New York
|
+$8.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Contrarian Capital Management
Greenwich,
Connecticut
|
-$30.4M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$13.3M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
-$11.3M |
| 4 |
JP Morgan Chase
New York
|
-$9.59M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$6.88M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RCG
176
Rock Creek Group
Washington,
District of Columbia
| – | -$147K | -10,000 | Closed |
|
|
JIR
177
James Investment Research
Alpha,
Ohio
| – | -$28K | -1,918 | Closed |
|
|
TRCT
178
Tower Research Capital (TRC)
New York
| – | -$8K | -550 | Closed |
|
|
EW
179
Evoke Wealth
Los Angeles,
California
| – | -$6.57K | -446 | Closed |
|
180
US Bancorp
Minneapolis,
Minnesota
| – | -$6K | -398 | Closed |
|
|
QCG
181
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$5K | -365 | Closed |
|
|
CCM
182
Covington Capital Management
Los Angeles,
California
| – | -$3K | -173 | Closed |
|
|
FHA
183
First Horizon Advisors
Memphis,
Tennessee
| – | -$1K | -135 | Closed |
|
|
SPIA
184
Steward Partners Investment Advisory
New York
| – | -$1K | -70 | Closed |
|
|
GWAG
185
Garrett Wealth Advisory Group
Weatherford,
Texas
| – | -$736 | -50 | Closed |
|
|
APWM
186
Atlas Private Wealth Management
Albany,
New York
| – | +$172 | +15 | New |
|
|
GWS
187
Glassman Wealth Services
Vienna,
Virginia
| – | +$195 | +17 | +113% |
|
BTU Hedge Fund Activity: Q4 2019 in Review
156 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q4 2019, worth a combined $935M — down 35% from $1.44B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of BTU and 26 opened new positions — a net loss of 11 holders — while 54 trimmed existing stakes and 50 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $59.7M. The largest seller was Contrarian Capital Management, cutting an estimated $30.4M.
- 156 institutional investors held Peabody Energy (BTU) as of Q4 2019, down from 167 in Q3 2019.
- Funds reported $935M of Peabody Energy stock for Q4 2019, down 35% quarter-over-quarter.
- 26 funds opened new Peabody Energy positions in Q4 2019 and 37 closed out, a net change of -11 holders.
- The largest Peabody Energy buyer in Q4 2019 was T. Rowe Price Associates, an estimated $59.7M added.
- The largest Peabody Energy seller in Q4 2019 was Contrarian Capital Management, an estimated $30.4M sold.
Based on aggregated 13F filings for Q4 2019.