Peabody Energy
BTU
285 hedge funds and large institutions have $2.71B invested in Peabody Energy in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 85 increasing their positions, 96 reducing their positions, and 48 closing their positions.
17% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 48
11% more call options, than puts
Call options by funds: $338M | Put options by funds: $305M
2% more funds holding
Funds holding: 280 → 285 (+5)
0.87% more ownership
Funds ownership: 84.07% → 84.94% (+0.87%)
7% less capital invested
Capital invested by funds: $2.9B → $2.71B (-$190M)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
11% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 96
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$80M |
| 2 |
Two Sigma Investments
New York
|
+$48.1M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$26.7M |
| 4 |
Renaissance Technologies
New York
|
+$26.3M |
| 5 |
Two Sigma Advisers
New York
|
+$23.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIM
Elliott Investment Management
West Palm Beach,
Florida
|
-$192M |
| 2 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$45.6M |
| 3 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$22.6M |
| 4 |
Goldman Sachs
New York
|
-$12.9M |
| 5 |
Millennium Management
New York
|
-$12.5M |
BTU Hedge Fund Activity: Q4 2023 in Review
285 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q4 2023, worth a combined $2.71B — down 6.6% from $2.9B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new BTU positions and 48 closed out — a net gain of 8 holders — while 85 added to existing stakes and 96 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $80M. The largest seller was Elliott Investment Management, cutting an estimated $192M.
- 285 institutional investors held Peabody Energy (BTU) as of Q4 2023, up from 280 in Q3 2023.
- Funds reported $2.71B of Peabody Energy stock for Q4 2023, down 6.6% quarter-over-quarter.
- 56 funds opened new Peabody Energy positions in Q4 2023 and 48 closed out, a net change of +8 holders.
- The largest Peabody Energy buyer in Q4 2023 was Morgan Stanley, an estimated $80M added.
- The largest Peabody Energy seller in Q4 2023 was Elliott Investment Management, an estimated $192M sold.
Based on aggregated 13F filings for Q4 2023.