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Peabody Energy

223 hedge funds and large institutions have $4.07B invested in Peabody Energy in 2018 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 78 increasing their positions, 74 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 27

13% more call options, than puts

Call options by funds: $19.1M | Put options by funds: $16.9M

10% more funds holding

Funds holding: 203223 (+20)

5% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 74

2.38% less ownership

Funds ownership: 96.29%93.91% (-2.4%)

26% less capital invested

Capital invested by funds: $5.49B → $4.07B (-$1.42B)

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
223
Holders Change
+20
Holders Change %
+9.85%
% of All Funds
5.1%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.16%
New
49
Increased
78
Reduced
74
Closed
27
Calls
$19.1M
Puts
$16.9M
Net Calls
+$2.26M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
201
Penserra Capital Management
California
$40K +$49.1K +1,144 New
GWM
202
Geneos Wealth Management
Colorado
$37K
Loomis, Sayles & Company
203
Loomis, Sayles & Company
Massachusetts
$30K +$2.06K +48 +6%
AG
204
Advisor Group
Arizona
$19K +$20.5K +478 +646%
CFN
205
Cordasco Financial Network
Florida
$18K +$12.9K +300 +150%
Nisa Investment Advisors
206
Nisa Investment Advisors
Missouri
$14K +$17.2K +400 New
Bessemer Group
207
Bessemer Group
New Jersey
$12K +$14.9K +348 New
PW
208
Price Wealth
Texas
$8K
MSFP
209
Mark Sheptoff Financial Planning
Connecticut
$7K
JA
210
JOYN Advisors
Georgia
$6K -$10.2K -238 -57%
HCM
211
Highlander Capital Management
New Jersey
$6K -$1.11K -26 -13%
EFSCE
212
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
SPIA
213
Steward Partners Investment Advisory
New York
$5K
ASN
214
Advisory Services Network
Georgia
$3K
WCM
215
Whitener Capital Management
North Carolina
$3K +$4.29K +100 New
WAM
216
Wealthspire Advisors (Maryland)
Maryland
$1K -$4.59K -107 -82%
FHA
217
Flagship Harbor Advisors
Massachusetts
$1K
SFSIG
218
San Francisco Sentry Investment Group
California
$1K
HR
219
Howe & Rusling
New York
$1K +$1.07K +25 New
NFG
220
Next Financial Group
Texas
$1K +$1.11K +26 New
LPU
221
Lansdowne Partners (UK)
United Kingdom
-$31.4M -690,902 Closed
IP
222
Ironsides Partners
Massachusetts
-$11.4M -250,000 Closed
Voloridge Investment Management
223
Voloridge Investment Management
Florida
-$6.94M -152,636 Closed
American Century Companies
224
American Century Companies
Missouri
-$3.33M -73,264 Closed
JCM
225
Jafra Capital Management
New York
-$2.73M -60,000 Closed

BTU Hedge Fund Activity: Q3 2018 in Review

223 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q3 2018, worth a combined $4.07B — down 26% from $5.49B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BTU positions and 27 closed out — a net gain of 22 holders — while 78 added to existing stakes and 74 trimmed.

The largest buyer was AJO LP, opening a new position worth an estimated $61.9M. The largest seller was Elliott Management, cutting an estimated $308M.

  • 223 institutional investors held Peabody Energy (BTU) as of Q3 2018, up from 203 in Q2 2018.
  • Funds reported $4.07B of Peabody Energy stock for Q3 2018, down 26% quarter-over-quarter.
  • 49 funds opened new Peabody Energy positions in Q3 2018 and 27 closed out, a net change of +22 holders.
  • The largest Peabody Energy buyer in Q3 2018 was AJO LP, an estimated $61.9M added.
  • The largest Peabody Energy seller in Q3 2018 was Elliott Management, an estimated $308M sold.

Based on aggregated 13F filings for Q3 2018.