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Peabody Energy

194 hedge funds and large institutions have $3.52B invested in Peabody Energy in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 92 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

6.95% more ownership

Funds ownership: 93.91%100.86% (+6.9%)

13% less funds holding

Funds holding: 223194 (-29)

14% less capital invested

Capital invested by funds: $4.07B → $3.52B (-$554M)

20% less call options, than puts

Call options by funds: $101M | Put options by funds: $127M

33% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 92

57% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 49

Holders
194
Holders Change
-29
Holders Change %
-13%
% of All Funds
4.32%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
21
Increased
62
Reduced
92
Closed
49
Calls
$101M
Puts
$127M
Net Calls
-$25.8M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
QC
201
Quadrature Capital
United Kingdom
-$2.51M -70,359 Closed
ZIM
202
Zacks Investment Management
Illinois
-$2.22M -62,407 Closed
PP
203
Paloma Partners
Connecticut
-$2.01M -56,389 Closed
GCP
204
GSA Capital Partners
United Kingdom
-$1.72M -48,259 Closed
EGM
205
Engineers Gate Manager
New York
-$1.44M -40,385 Closed
SCM
206
Sterling Capital Management
North Carolina
-$1.28M -35,838 Closed
VF
207
Virtu Financial
New York
-$823K -23,080 Closed
HI
208
HBK Investments
Texas
-$756K -21,200 Closed
GCM
209
Graham Capital Management
Connecticut
-$712K -20,000 Closed
MF
210
Magnetar Financial
Illinois
-$705K -19,772 Closed
BPM
211
Bowling Portfolio Management
Ohio
-$616K -17,292 Closed
N
212
Nuveen
North Carolina
-$535K -15,000 Closed
GCA
213
Gideon Capital Advisors
New York
-$521K -14,614 Closed
CPO
214
Cerity Partners OCIO
New York
-$485K -13,617 Closed
Verition Fund Management
215
Verition Fund Management
Connecticut
-$472K -13,234 Closed
GH
216
GAM Holding
Switzerland
-$438K -12,295 Closed
SSA
217
Schonfeld Strategic Advisors
New York
-$356K -10,000 Closed
Teacher Retirement System of Texas
218
Teacher Retirement System of Texas
Texas
-$343K -9,624 Closed
CIP
219
Convergence Investment Partners
Florida
-$309K -8,681 Closed
BCM
220
BlueCrest Capital Management
Jersey
-$294K -8,244 Closed
CIM
221
Cambria Investment Management
California
-$285K -8,001 Closed
OAC
222
OMERS Administration Corp
Ontario, Canada
-$282K -7,900 Closed
SGA
223
Strategic Global Advisors
California
-$263K -7,379 Closed
KAM
224
Kazazian Asset Management
Florida
-$235K -6,594 Closed
NA
225
NewEdge Advisors
Louisiana
-$229K -6,422 Closed

BTU Hedge Fund Activity: Q4 2018 in Review

194 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q4 2018, worth a combined $3.52B — down 14% from $4.07B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of BTU and 21 opened new positions — a net loss of 28 holders — while 92 trimmed existing stakes and 62 added.

The largest buyer was Susquehanna International Group, adding an estimated $175M. The largest seller was Solus Alternative Asset Management, cutting an estimated $51.9M.

  • 194 institutional investors held Peabody Energy (BTU) as of Q4 2018, down from 223 in Q3 2018.
  • Funds reported $3.52B of Peabody Energy stock for Q4 2018, down 14% quarter-over-quarter.
  • 21 funds opened new Peabody Energy positions in Q4 2018 and 49 closed out, a net change of -28 holders.
  • The largest Peabody Energy buyer in Q4 2018 was Susquehanna International Group, an estimated $175M added.
  • The largest Peabody Energy seller in Q4 2018 was Solus Alternative Asset Management, an estimated $51.9M sold.

Based on aggregated 13F filings for Q4 2018.