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Peabody Energy

156 hedge funds and large institutions have $935M invested in Peabody Energy in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

11.43% more ownership

Funds ownership: 94.47%105.9% (+11%)

7% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 54

7% less funds holding

Funds holding: 167156 (-11)

30% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 37

33% less call options, than puts

Call options by funds: $19.3M | Put options by funds: $28.9M

35% less capital invested

Capital invested by funds: $1.44B → $935M (-$505M)

Holders
156
Holders Change
-11
Holders Change %
-6.59%
% of All Funds
3.07%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
26
Increased
50
Reduced
54
Closed
37
Calls
$19.3M
Puts
$28.9M
Net Calls
-$9.52M
Net Calls Change
+$516K
Name Holding Trade Value Shares
Change
Change in
Stake
EM
1
Elliott Management
New York
$264M
Vanguard Group
2
Vanguard Group
Pennsylvania
$61M -$6.88M -598,531 -8%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$56.2M -$497K -43,217 -0.7%
CCM
4
Contrarian Capital Management
Connecticut
$50.5M -$30.4M -2,643,792 -32%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$47.6M +$59.7M +5,193,527 +18,634%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$47.1M +$1.43M +124,109 +2%
BlackRock
7
BlackRock
New York
$44.4M -$4.14M -360,372 -7%
Renaissance Technologies
8
Renaissance Technologies
New York
$36.6M +$5.06M +440,000 +12%
State Street
9
State Street
Massachusetts
$36M +$16.1M +1,398,163 +55%
PIM
10
Platinum Investment Management
Australia
$35.3M +$10M +870,167 +29%
HP
11
Hosking Partners
United Kingdom
$19M +$6.17M +537,033 +35%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$13.8M +$9.81M +853,470 +129%
Northern Trust
13
Northern Trust
Illinois
$12.2M -$1.21M -105,141 -7%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$10.1M +$8.53M +742,636 +202%
PC
15
Packer & Co
Australia
$8.74M
MP
16
Mangrove Partners
Connecticut
$8.44M -$5.28M -459,077 -33%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$8.24M -$388K -33,798 -4%
N
18
Nuveen
North Carolina
$8.14M -$2.21M -192,607 -18%
Charles Schwab
19
Charles Schwab
California
$8.07M +$1.72M +149,444 +20%
TSW
20
Thompson Siegel & Walmsley
Virginia
$7.48M +$1.28M +111,648 +16%
Two Sigma Investments
21
Two Sigma Investments
New York
$7.46M +$8.75M +761,737 +1,350%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$7.4M +$5.46M +474,800 +141%
Bank of America
23
Bank of America
North Carolina
$6.16M +$4.98M +433,667 +179%
Robeco Institutional Asset Management
24
Robeco Institutional Asset Management
Netherlands
$5.84M -$1.48M -128,957 -17%
CS
25
Credit Suisse
Switzerland
$5.47M +$4.44M +385,985 +181%

BTU Hedge Fund Activity: Q4 2019 in Review

156 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q4 2019, worth a combined $935M — down 35% from $1.44B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of BTU and 26 opened new positions — a net loss of 11 holders — while 54 trimmed existing stakes and 50 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $59.7M. The largest seller was Contrarian Capital Management, cutting an estimated $30.4M.

  • 156 institutional investors held Peabody Energy (BTU) as of Q4 2019, down from 167 in Q3 2019.
  • Funds reported $935M of Peabody Energy stock for Q4 2019, down 35% quarter-over-quarter.
  • 26 funds opened new Peabody Energy positions in Q4 2019 and 37 closed out, a net change of -11 holders.
  • The largest Peabody Energy buyer in Q4 2019 was T. Rowe Price Associates, an estimated $59.7M added.
  • The largest Peabody Energy seller in Q4 2019 was Contrarian Capital Management, an estimated $30.4M sold.

Based on aggregated 13F filings for Q4 2019.