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Peabody Energy
BTU

210 hedge funds and large institutions have $2.72B invested in Peabody Energy in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 55 increasing their positions, 65 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 3 → 15 (+12)

183% more capital invested

Capital invested by funds: $964M → $2.72B (+$1.76B)

97% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 37

23% more call options, than puts

Call options by funds: $221M | Put options by funds: $179M

20% more funds holding

Funds holding: 175 → 210 (+35)

7.93% more ownership

Funds ownership: 75.18% → 83.11% (+7.9%)

15% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 65

Holders
210
Holders Change
+35
Holders Change %
+20%
% of All Funds
3.31%
Holding in Top 10
15
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+400%
% of All Funds
0.24%
New
73
Increased
55
Reduced
65
Closed
37
Calls
$221M
Puts
$179M
Net Calls
+$41.9M
Net Calls Change
+$46.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$134M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$44M
3
CGM
Capital Growth Management
Massachusetts
+$43.2M
4
JMPWA
JP Morgan Private Wealth Advisors
California
+$34.2M
5
KL
KGH Ltd
Bahamas
+$31.1M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$40.9M
2
State Street
State Street
Massachusetts
-$32.3M
3
Renaissance Technologies
Renaissance Technologies
New York
-$23.2M
4
GLA
Great Lakes Advisors
Illinois
-$15.2M
5
Millennium Management
Millennium Management
New York
-$14.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
EIM
1
Elliott Investment Management
Florida
$634M – – –
State Street
2
State Street
Massachusetts
$201M -$32.3M -1,905,750 -19%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$194M +$134M +7,921,853 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$193M +$44M +2,595,279 +49%
BlackRock
5
BlackRock
New York
$150M -$554K -32,679 -0.5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$130M +$8.3M +489,699 +10%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$69.6M -$40.9M -2,409,916 -46%
Two Sigma Investments
8
Two Sigma Investments
New York
$67.8M +$5.32M +313,826 +13%
CGM
9
Capital Growth Management
Massachusetts
$62.6M +$43.2M +2,550,000 New
KL
10
KGH Ltd
Bahamas
$61.5M +$31.1M +1,832,491 +271%
Renaissance Technologies
11
Renaissance Technologies
New York
$56.1M -$23.2M -1,368,728 -37%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$55M +$5.63M +332,300 +17%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$51.6M +$34.2M +2,015,138 +2,249%
P3I
14
Progeny 3 Inc
Washington
$51.1M +$11.4M +672,945 +48%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$46M +$11.7M +692,338 +59%
GJL
16
Gendell Jeffrey L
$42.3M +$29.2M +1,724,439 New
Geode Capital Management
17
Geode Capital Management
Massachusetts
$39M +$163K +9,596 +0.6%
Millennium Management
18
Millennium Management
New York
$37.1M -$14.5M -857,652 -36%
N
19
Nuveen
North Carolina
$33.7M +$15.6M +922,162 +187%
HP
20
Hosking Partners
United Kingdom
$31.2M -$1.94M -114,401 -8%
WHCM
21
Wolf Hill Capital Management
Connecticut
$30.9M +$21.4M +1,259,985 New
Northern Trust
22
Northern Trust
Illinois
$30.4M -$847K -49,924 -4%
HAI
23
Hennessy Advisors Inc
California
$30.4M +$2.87M +169,100 +16%
PC
24
PointState Capital
New York
$27.4M +$18.9M +1,116,134 New
Charles Schwab
25
Charles Schwab
California
$26.3M -$1.43M -84,115 -7%
1
2 3 4 5

BTU Hedge Fund Activity: Q1 2022 in Review

210 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q1 2022, worth a combined $2.72B — up 183% from $964M a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new BTU positions and 37 closed out — a net gain of 36 holders — while 55 added to existing stakes and 65 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $134M. The largest seller was Susquehanna International Group, cutting an estimated $40.9M.

  • 210 institutional investors held Peabody Energy (BTU) as of Q1 2022, up from 175 in Q4 2021.
  • Funds reported $2.72B of Peabody Energy stock for Q1 2022, up 183% quarter-over-quarter.
  • 73 funds opened new Peabody Energy positions in Q1 2022 and 37 closed out, a net change of +36 holders.
  • The largest Peabody Energy buyer in Q1 2022 was Fidelity Investments, an estimated $134M added.
  • The largest Peabody Energy seller in Q1 2022 was Susquehanna International Group, an estimated $40.9M sold.

Based on aggregated 13F filings for Q1 2022.