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Peabody Energy

250 hedge funds and large institutions have $2.85B invested in Peabody Energy in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 89 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

104% more call options, than puts

Call options by funds: $511M | Put options by funds: $250M

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

31% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 68

15% more capital invested

Capital invested by funds: $2.47B → $2.85B (+$379M)

13% more funds holding

Funds holding: 221250 (+29)

0.36% less ownership

Funds ownership: 80.7%80.34% (-0.36%)

Holders
250
Holders Change
+29
Holders Change %
+13.12%
% of All Funds
4.31%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.26%
New
60
Increased
89
Reduced
68
Closed
28
Calls
$511M
Puts
$250M
Net Calls
+$261M
Net Calls Change
+$162M
Name Holding Trade Value Shares
Change
Change in
Stake
EIM
1
Elliott Investment Management
Florida
$642M
Vanguard Group
2
Vanguard Group
Pennsylvania
$281M +$8.93M +397,931 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$273M -$103M -4,581,924 -29%
BlackRock
4
BlackRock
New York
$189M +$2.1M +93,746 +1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$168M +$15.1M +672,358 +11%
State Street
6
State Street
Massachusetts
$131M -$19.1M -850,914 -14%
P3I
7
Progeny 3 Inc
Washington
$71.2M +$9.41M +419,015 +17%
KL
8
KGH Ltd
Bahamas
$68.9M +$3.93M +175,000 +7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$51.1M +$2.47M +110,160 +6%
JMPWA
10
JP Morgan Private Wealth Advisors
California
$48.3M -$3.59M -159,907 -8%
TCM
11
Thomist Capital Management
Texas
$41.7M +$37.7M +1,679,362 New
Goldman Sachs
12
Goldman Sachs
New York
$40.9M +$30.2M +1,346,047 +447%
Renaissance Technologies
13
Renaissance Technologies
New York
$40.3M -$18.8M -839,000 -34%
Northern Trust
14
Northern Trust
Illinois
$35.8M +$115K +5,104 +0.4%
CHP
15
Castle Hook Partners
New York
$31.9M +$28.9M +1,285,228 New
GJL
16
Gendell Jeffrey L
$29.9M -$17.9M -797,136 -40%
Marshall Wace
17
Marshall Wace
United Kingdom
$28.7M +$19.3M +860,517 +289%
HP
18
Hosking Partners
United Kingdom
$27.2M -$2.46M -109,699 -9%
Charles Schwab
19
Charles Schwab
California
$27.2M +$1.37M +61,077 +6%
CGM
20
Capital Growth Management
Massachusetts
$25.3M -$7.86M -350,000 -26%
Morgan Stanley
21
Morgan Stanley
New York
$24.9M +$1.23M +54,773 +6%
N
22
Nuveen
North Carolina
$23.8M -$14.6M -648,421 -40%
Citadel Advisors
23
Citadel Advisors
Florida
$23.2M -$11.4M -510,038 -35%
AG
24
Arctis Global
Puerto Rico
$22.9M +$20.7M +924,295 New
ECA
25
Encompass Capital Advisors
New York
$20.4M +$18.4M +820,334 New

BTU Hedge Fund Activity: Q3 2022 in Review

250 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q3 2022, worth a combined $2.85B — up 15% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new BTU positions and 28 closed out — a net gain of 32 holders — while 89 added to existing stakes and 68 trimmed.

The largest buyer was Thomist Capital Management, opening a new position worth an estimated $37.7M. The largest seller was Fidelity Investments, cutting an estimated $103M.

  • 250 institutional investors held Peabody Energy (BTU) as of Q3 2022, up from 221 in Q2 2022.
  • Funds reported $2.85B of Peabody Energy stock for Q3 2022, up 15% quarter-over-quarter.
  • 60 funds opened new Peabody Energy positions in Q3 2022 and 28 closed out, a net change of +32 holders.
  • The largest Peabody Energy buyer in Q3 2022 was Thomist Capital Management, an estimated $37.7M added.
  • The largest Peabody Energy seller in Q3 2022 was Fidelity Investments, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2022.