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Peabody Energy

120 hedge funds and large institutions have $210M invested in Peabody Energy in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 47 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $1.77M | Put options by funds: $1.53M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.98% less ownership

Funds ownership: 96.7%93.72% (-3%)

13% less funds holding

Funds holding: 138120 (-18)

21% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 47

23% less capital invested

Capital invested by funds: $272M → $210M (-$62.4M)

53% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 34

Holders
120
Holders Change
-18
Holders Change %
-13.04%
% of All Funds
2.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
37
Reduced
47
Closed
34
Calls
$1.77M
Puts
$1.53M
Net Calls
+$236K
Net Calls Change
+$1.74M
Name Holding Trade Value Shares
Change
Change in
Stake
EIM
1
Elliott Investment Management
Florida
$66.5M
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$22.2M +$1.43M +495,052 +5%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$14.1M -$846K -292,386 -5%
BlackRock
4
BlackRock
New York
$11.3M -$426K -147,290 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$10.1M -$1.89M -653,237 -13%
Renaissance Technologies
6
Renaissance Technologies
New York
$9.46M +$600K +207,300 +5%
Goldman Sachs
7
Goldman Sachs
New York
$8.62M +$3.46M +1,197,830 +47%
Vanguard Group
8
Vanguard Group
Pennsylvania
$7.14M -$6M -2,075,908 -40%
HP
9
Hosking Partners
United Kingdom
$5.8M -$250K -86,500 -3%
Adage Capital Partners
10
Adage Capital Partners
Massachusetts
$5.75M +$5.08M +1,757,019 +236%
State Street
11
State Street
Massachusetts
$3.99M -$129K -44,763 -3%
Northern Trust
12
Northern Trust
Illinois
$3.13M -$53.1K -18,353 -1%
Federated Hermes
13
Federated Hermes
Pennsylvania
$2.91M -$435K -150,270 -11%
Assenagon Asset Management
14
Assenagon Asset Management
Luxembourg
$2.66M +$2.9M +1,001,078 +644%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$2.5M +$298K +102,992 +10%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$2.23M -$52.4K -18,100 -2%
CIM
17
Contrarius Investment Management
Jersey
$2.13M -$1.09M -376,591 -29%
Charles Schwab
18
Charles Schwab
California
$2.13M +$550K +190,221 +26%
Mitsubishi UFJ Trust & Banking
19
Mitsubishi UFJ Trust & Banking
Japan
$1.95M +$277K +95,745 +13%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.56M -$140K -48,478 -7%
KLCMU
21
Kite Lake Capital Management (UK)
United Kingdom
$1.5M +$1.01M +350,000 +117%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$1.41M +$1.39M +481,041 +366%
MC
23
Maverick Capital
Texas
$1.04M +$66.5K +22,980 +5%
AGC
24
Alden Global Capital
Florida
$920K +$1.16M +400,000 New
Prudential Financial
25
Prudential Financial
New Jersey
$856K -$30.8K -10,650 -3%

BTU Hedge Fund Activity: Q3 2020 in Review

120 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q3 2020, worth a combined $210M — down 23% from $272M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of BTU and 16 opened new positions — a net loss of 18 holders — while 47 trimmed existing stakes and 37 added.

The largest buyer was Adage Capital Partners, adding an estimated $5.08M. The largest seller was Vanguard Group, cutting an estimated $6M.

  • 120 institutional investors held Peabody Energy (BTU) as of Q3 2020, down from 138 in Q2 2020.
  • Funds reported $210M of Peabody Energy stock for Q3 2020, down 23% quarter-over-quarter.
  • 16 funds opened new Peabody Energy positions in Q3 2020 and 34 closed out, a net change of -18 holders.
  • The largest Peabody Energy buyer in Q3 2020 was Adage Capital Partners, an estimated $5.08M added.
  • The largest Peabody Energy seller in Q3 2020 was Vanguard Group, an estimated $6M sold.

Based on aggregated 13F filings for Q3 2020.