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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
EM
1
Elliott Management
New York
$1B -$308M -7,173,601 -20%
OAG
2
Orbis Allan Gray
Bermuda
$307M -$91.5M -2,131,948 -20%
Vanguard Group
3
Vanguard Group
Pennsylvania
$294M +$6.88M +160,452 +2%
CCM
4
Contrarian Capital Management
Connecticut
$277M -$9.52M -221,938 -3%
BlackRock
5
BlackRock
New York
$212M -$15.3M -356,575 -6%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$147M
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$117M +$10.2M +236,776 +8%
JP Morgan Chase
8
JP Morgan Chase
New York
$92.4M +$52.9M +1,233,753 +91%
PIM
9
Platinum Investment Management
Australia
$86.8M -$41.2M -960,688 -28%
State Street
10
State Street
Massachusetts
$83.2M -$4.03M -93,962 -4%
TA
11
Teachers Advisors
New York
$81.7M +$145K +3,380 +0.1%
Renaissance Technologies
12
Renaissance Technologies
New York
$65.5M +$7.86M +183,209 +11%
Boston Partners
13
Boston Partners
Massachusetts
$60.4M -$1.36M -31,603 -2%
SAAM
14
Solus Alternative Asset Management
New Jersey
$60.2M +$47.6M +1,109,900 +192%
AL
15
AJO LP
Pennsylvania
$51.5M +$61.9M +1,443,991 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$48.4M +$12.3M +287,433 +27%
TIM
17
Thornburg Investment Management
New Mexico
$46.5M -$1.78M -41,473 -3%
Northern Trust
18
Northern Trust
Illinois
$44.5M +$9.42M +219,592 +21%
Deutsche Bank
19
Deutsche Bank
Germany
$42.4M +$30.7M +714,878 +150%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$36M -$14.4M -335,100 -25%
CS
21
Credit Suisse
Switzerland
$34.4M +$24.4M +568,206 +143%
MP
22
Mangrove Partners
Connecticut
$34.1M
Charles Schwab
23
Charles Schwab
California
$31.6M +$21.1K +492 +0.1%
KL
24
KGH Ltd
Bahamas
$31.1M -$17.3M -403,048 -32%
HP
25
Hosking Partners
United Kingdom
$30.2M -$1.68M -39,260 -4%

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.