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Peabody Energy

192 hedge funds and large institutions have $3.07B invested in Peabody Energy in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 74 increasing their positions, 61 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 61

0.57% less ownership

Funds ownership: 100.86%100.3% (-0.57%)

6% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 32

1% less funds holding

Funds holding: 194192 (-2)

13% less capital invested

Capital invested by funds: $3.52B → $3.07B (-$444M)

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

79% less call options, than puts

Call options by funds: $5.74M | Put options by funds: $27.7M

Holders
192
Holders Change
-2
Holders Change %
-1.03%
% of All Funds
4.15%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
30
Increased
74
Reduced
61
Closed
32
Calls
$5.74M
Puts
$27.7M
Net Calls
-$21.9M
Net Calls Change
+$3.82M
Name Holding Trade Value Shares
Change
Change in
Stake
EM
1
Elliott Management
New York
$798M
CCM
2
Contrarian Capital Management
Connecticut
$242M +$8.55M +271,418 +3%
OAG
3
Orbis Allan Gray
Bermuda
$212M -$17M -540,866 -7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$212M -$27.9M -885,464 -11%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$177M -$96.9M -3,076,389 -33%
BlackRock
6
BlackRock
New York
$164M +$2.08M +66,110 +1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$111M +$16.3M +516,643 +15%
PIM
8
Platinum Investment Management
Australia
$69M
JP Morgan Chase
9
JP Morgan Chase
New York
$67.7M +$3.78M +119,812 +5%
State Street
10
State Street
Massachusetts
$63.4M +$1.32M +41,772 +2%
Renaissance Technologies
11
Renaissance Technologies
New York
$58.8M +$2.43M +77,100 +4%
Northern Trust
12
Northern Trust
Illinois
$42.1M +$17.5K +556 +0%
Man Group
13
Man Group
United Kingdom
$41.9M +$23.5M +747,217 +102%
HP
14
Hosking Partners
United Kingdom
$37.5M -$202K -6,402 -0.5%
TIM
15
Thornburg Investment Management
New Mexico
$36.5M +$543K +17,241 +1%
AL
16
AJO LP
Pennsylvania
$36M +$8.95M +284,145 +29%
KL
17
KGH Ltd
Bahamas
$32M -$25.7M -815,687 -42%
APG Asset Management
18
APG Asset Management
Netherlands
$30.4M +$5.99M +190,000 +19%
MP
19
Mangrove Partners
Connecticut
$30M
Goldman Sachs
20
Goldman Sachs
New York
$28.1M +$5.11M +162,073 +20%
TA
21
Teachers Advisors
New York
$27.6M -$771K -24,455 -2%
PC
22
Packer & Co
Australia
$27.2M
Geode Capital Management
23
Geode Capital Management
Massachusetts
$26.5M -$2.21M -70,112 -7%
BCM
24
Brigade Capital Management
New York
$23.8M
Charles Schwab
25
Charles Schwab
California
$22.1M +$589K +18,693 +2%

BTU Hedge Fund Activity: Q1 2019 in Review

192 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q1 2019, worth a combined $3.07B — down 13% from $3.52B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of BTU and 30 opened new positions — a net loss of 2 holders — while 61 trimmed existing stakes and 74 added.

The largest buyer was Man Group, adding an estimated $23.5M. The largest seller was Susquehanna International Group, cutting an estimated $96.9M.

  • 192 institutional investors held Peabody Energy (BTU) as of Q1 2019, down from 194 in Q4 2018.
  • Funds reported $3.07B of Peabody Energy stock for Q1 2019, down 13% quarter-over-quarter.
  • 30 funds opened new Peabody Energy positions in Q1 2019 and 32 closed out, a net change of -2 holders.
  • The largest Peabody Energy buyer in Q1 2019 was Man Group, an estimated $23.5M added.
  • The largest Peabody Energy seller in Q1 2019 was Susquehanna International Group, an estimated $96.9M sold.

Based on aggregated 13F filings for Q1 2019.