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Peabody Energy

189 hedge funds and large institutions have $2.53B invested in Peabody Energy in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 65 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 35

0% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 65

2% less funds holding

Funds holding: 192189 (-3)

2.08% less ownership

Funds ownership: 100.3%98.22% (-2.1%)

18% less capital invested

Capital invested by funds: $3.07B → $2.53B (-$545M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

68% less call options, than puts

Call options by funds: $2.75M | Put options by funds: $8.58M

Holders
189
Holders Change
-3
Holders Change %
-1.56%
% of All Funds
4.11%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
35
Increased
65
Reduced
65
Closed
35
Calls
$2.75M
Puts
$8.58M
Net Calls
-$5.83M
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
201
BlueCrest Capital Management
Jersey
-$259K -9,129 Closed
WIC
202
Water Island Capital
New York
-$255K -9,000 Closed
Principal Financial Group
203
Principal Financial Group
Iowa
-$219K -7,744 Closed
BCM
204
Bayesian Capital Management
New York
-$208K -7,355 Closed
CIP
205
Convergence Investment Partners
Florida
-$201K -7,081 Closed
OWA
206
One Wealth Advisors
California
-$151K -5,329 Closed
MNBTD
207
Moody National Bank Trust Division
Texas
-$79K -2,786 Closed
TRCT
208
Tower Research Capital (TRC)
New York
-$46K -1,633 Closed
Loomis, Sayles & Company
209
Loomis, Sayles & Company
Massachusetts
-$24K -845 Closed
CFN
210
Cordasco Financial Network
Florida
-$15K -535 Closed
M
211
MOTCO
Texas
-$15K -524 Closed
NIT
212
NumerixS Investment Technologies
British Columbia, Canada
-$6K -200 Closed
SPL
213
Smart Portfolios LLC
Washington
-$5K -188 Closed
HCM
214
Highlander Capital Management
New Jersey
-$1K -39 Closed
Nordea Investment Management
215
Nordea Investment Management
Sweden
-$1K -34 Closed
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
-$1K -32 Closed
WCM
217
WealthBridge Capital Management
Ohio
-$1K -21 Closed
WT
218
Whittier Trust
California
-$1K -18 Closed
VCM
219
Versant Capital Management
Arizona
-$237 -9 -47%
GWS
220
Glassman Wealth Services
Virginia
+$53 +2 New
Parallax Volatility Advisers
221
Parallax Volatility Advisers
California
+$342 +13 New
ASN
222
Advisory Services Network
Georgia
+$526 +20 New

BTU Hedge Fund Activity: Q2 2019 in Review

189 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q2 2019, worth a combined $2.53B — down 18% from $3.07B a quarter earlier.

Fund positioning in BTU was balanced in Q2 2019: 35 funds opened new positions, 35 closed out, 65 added to existing stakes and 65 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $33M. The largest seller was Orbis Allan Gray, cutting an estimated $69.6M.

  • 189 institutional investors held Peabody Energy (BTU) as of Q2 2019, down from 192 in Q1 2019.
  • Funds reported $2.53B of Peabody Energy stock for Q2 2019, down 18% quarter-over-quarter.
  • 35 funds opened new Peabody Energy positions in Q2 2019 and 35 closed out, a net change of 0 holders.
  • The largest Peabody Energy buyer in Q2 2019 was Nuveen, an estimated $33M added.
  • The largest Peabody Energy seller in Q2 2019 was Orbis Allan Gray, an estimated $69.6M sold.

Based on aggregated 13F filings for Q2 2019.