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Peabody Energy

162 hedge funds and large institutions have $2.85B invested in Peabody Energy in 2017 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 66 increasing their positions, 20 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 20

138% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 26

29% more funds holding

Funds holding: 126162 (+36)

19% more capital invested

Capital invested by funds: $2.39B → $2.85B (+$458M)

6% less call options, than puts

Call options by funds: $20.2M | Put options by funds: $21.5M

2.56% less ownership

Funds ownership: 99.84%97.28% (-2.6%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
162
Holders Change
+36
Holders Change %
+28.57%
% of All Funds
4.04%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.3%
New
62
Increased
66
Reduced
20
Closed
26
Calls
$20.2M
Puts
$21.5M
Net Calls
-$1.32M
Net Calls Change
-$7.21M
Name Holding Trade Value Shares
Change
Change in
Stake
EM
1
Elliott Management
New York
$615M
DCM
2
Discovery Capital Management
Connecticut
$265M -$361M -12,800,000 -58%
Vanguard Group
3
Vanguard Group
Pennsylvania
$214M +$44.1M +1,564,201 +27%
CCM
4
Contrarian Capital Management
Connecticut
$140M +$10.1M +357,104 +8%
BlackRock
5
BlackRock
New York
$128M +$19.1M +678,048 +18%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$124M +$32.2M +1,143,030 +37%
TBC
7
Three Bays Capital
Massachusetts
$87.4M -$14.3M -508,174 -14%
PC
8
PointState Capital
New York
$79.7M -$93.4M -3,310,387 -55%
LCM
9
Laurion Capital Management
New York
$78.1M +$63.7M +2,259,660 +521%
PIM
10
Platinum Investment Management
Australia
$75.8M +$73.7M +2,611,699 New
SAAM
11
Solus Alternative Asset Management
New Jersey
$69.2M +$6.35M +224,930 +10%
State Street
12
State Street
Massachusetts
$67.5M +$51.8M +1,836,195 +373%
AllianceBernstein
13
AllianceBernstein
Tennessee
$67.1M +$15.4M +545,375 +31%
Citadel Advisors
14
Citadel Advisors
Florida
$57.2M +$50.7M +1,796,222 +1,031%
JIM
15
JB Investments Management
Pennsylvania
$45M
Millennium Management
16
Millennium Management
New York
$44.5M +$43.3M +1,534,475 New
AGC
17
Alden Global Capital
Florida
$38.9M -$20.8M -736,285 -35%
MWNA
18
Marshall Wace North America
New York
$35.8M +$34.8M +1,234,697 New
KL
19
KGH Ltd
Bahamas
$34.5M +$33.5M +1,188,700 New
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$33.6M +$32.7M +1,157,834 New
VCM
21
Venor Capital Management
New York
$31.7M -$1.26M -44,502 -4%
PC
22
Packer & Co
Australia
$29.2M +$34.1M +1,208,940 New
TA
23
Teachers Advisors
New York
$28.2M +$6.36M +225,569 +30%
MP
24
Mangrove Partners
Connecticut
$27.8M +$7.05M +250,000 +35%
TIAAOA
25
Teachers Insurance & Annuity Association of America
New York
$26.9M +$50.3K +1,783 +0.2%

BTU Hedge Fund Activity: Q3 2017 in Review

162 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q3 2017, worth a combined $2.85B — up 19% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new BTU positions and 26 closed out — a net gain of 36 holders — while 66 added to existing stakes and 20 trimmed.

The largest buyer was Platinum Investment Management, opening a new position worth an estimated $73.7M. The largest seller was Discovery Capital Management, cutting an estimated $361M.

  • 162 institutional investors held Peabody Energy (BTU) as of Q3 2017, up from 126 in Q2 2017.
  • Funds reported $2.85B of Peabody Energy stock for Q3 2017, up 19% quarter-over-quarter.
  • 62 funds opened new Peabody Energy positions in Q3 2017 and 26 closed out, a net change of +36 holders.
  • The largest Peabody Energy buyer in Q3 2017 was Platinum Investment Management, an estimated $73.7M added.
  • The largest Peabody Energy seller in Q3 2017 was Discovery Capital Management, an estimated $361M sold.

Based on aggregated 13F filings for Q3 2017.