Peabody Energy
181 hedge funds and large institutions have $4B invested in Peabody Energy in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 68 increasing their positions, 43 reducing their positions, and 32 closing their positions.
122% more call options, than puts
Call options by funds: $57.4M | Put options by funds: $25.8M
63% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 32
58% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 43
40% more capital invested
Capital invested by funds: $2.85B → $4B (+$1.15B)
12% more funds holding
Funds holding: 162 → 181 (+19)
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
0.12% less ownership
Funds ownership: 97.28% → 97.15% (-0.12%)
Top Buyers
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$129M |
| 2 |
Goldman Sachs
New York
|
+$55.5M |
| 3 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$46.2M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$42.1M |
| 5 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
|
+$38.2M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SSA
201
Schonfeld Strategic Advisors
New York
| – | -$367K | -12,644 | Closed |
|
|
PHAM
202
Pacific Heights Asset Management
San Francisco,
California
| – | -$350K | -12,066 | Closed |
|
|
TRCT
203
Tower Research Capital (TRC)
New York
| – | -$223K | -7,684 | Closed |
|
|
EDRH
204
Edmond de Rothschild Holding
Chambesy,
Switzerland
| – | -$39K | -1,331 | Closed |
|
|
PHK
205
Point72 Hong Kong
Hong Kong
| – | -$36K | -1,241 | Closed |
|
|
DSC
206
Duncker Streett & Co
St. Louis,
Missouri
| – | -$29K | -1,000 | Closed |
|
|
RA
207
Royce & Associates
New York
| – | -$15K | -526 | Closed |
|
208
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$5K | -158 | Closed |
|
|
NFG
209
Next Financial Group
Houston,
Texas
| – | -$1K | -52 | Closed |
|
|
SBL
210
Sargent Bickham Lagudis
Boulder,
Colorado
| – | -$1K | -26 | Closed |
|
|
RFC
211
Regions Financial Corp
Birmingham,
Alabama
| – | +$260 | +8 | New |
|
BTU Hedge Fund Activity: Q4 2017 in Review
181 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q4 2017, worth a combined $4B — up 40% from $2.85B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new BTU positions and 32 closed out — a net gain of 20 holders — while 68 added to existing stakes and 43 trimmed.
The largest buyer was Orbis Allan Gray, opening a new position worth an estimated $129M. The largest seller was Discovery Capital Management, cutting an estimated $135M.
- 181 institutional investors held Peabody Energy (BTU) as of Q4 2017, up from 162 in Q3 2017.
- Funds reported $4B of Peabody Energy stock for Q4 2017, up 40% quarter-over-quarter.
- 52 funds opened new Peabody Energy positions in Q4 2017 and 32 closed out, a net change of +20 holders.
- The largest Peabody Energy buyer in Q4 2017 was Orbis Allan Gray, an estimated $129M added.
- The largest Peabody Energy seller in Q4 2017 was Discovery Capital Management, an estimated $135M sold.
Based on aggregated 13F filings for Q4 2017.