Peabody Energy
110 hedge funds and large institutions have $227M invested in Peabody Energy in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 16 closing their positions.
69% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 16
18% more capital invested
Capital invested by funds: $192M → $227M (+$35.1M)
10% more funds holding
Funds holding: 100 → 110 (+10)
6% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 36
5.85% less ownership
Funds ownership: 81.4% → 75.55% (-5.9%)
64% less call options, than puts
Call options by funds: $1.77M | Put options by funds: $4.92M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$2.27M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.25M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$2.05M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$1.53M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$1.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$7.87M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
-$4.89M |
| 3 |
MWNA
Marshall Wace North America
New York
|
-$4.58M |
| 4 |
AGC
Alden Global Capital
Brandon,
Florida
|
-$4.52M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$3.11M |
BTU Hedge Fund Activity: Q1 2021 in Review
110 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q1 2021, worth a combined $227M — up 18% from $192M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new BTU positions and 16 closed out — a net gain of 11 holders — while 34 added to existing stakes and 36 trimmed.
The largest buyer was Bridgeway Capital Management, adding an estimated $2.27M. The largest seller was Mitsubishi UFJ Trust & Banking, cutting an estimated $7.87M.
- 110 institutional investors held Peabody Energy (BTU) as of Q1 2021, up from 100 in Q4 2020.
- Funds reported $227M of Peabody Energy stock for Q1 2021, up 18% quarter-over-quarter.
- 27 funds opened new Peabody Energy positions in Q1 2021 and 16 closed out, a net change of +11 holders.
- The largest Peabody Energy buyer in Q1 2021 was Bridgeway Capital Management, an estimated $2.27M added.
- The largest Peabody Energy seller in Q1 2021 was Mitsubishi UFJ Trust & Banking, an estimated $7.87M sold.
Based on aggregated 13F filings for Q1 2021.