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Peabody Energy

286 hedge funds and large institutions have $2.76B invested in Peabody Energy in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 98 increasing their positions, 79 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 33

44% more call options, than puts

Call options by funds: $426M | Put options by funds: $296M

24% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 79

14% more funds holding

Funds holding: 250286 (+36)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

3% less capital invested

Capital invested by funds: $2.85B → $2.76B (-$85.8M)

2.97% less ownership

Funds ownership: 80.34%77.37% (-3%)

Holders
286
Holders Change
+36
Holders Change %
+14.4%
% of All Funds
4.6%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
76
Increased
98
Reduced
79
Closed
33
Calls
$426M
Puts
$296M
Net Calls
+$130M
Net Calls Change
-$131M
Name Holding Trade Value Shares
Change
Change in
Stake
EIM
1
Elliott Investment Management
Florida
$608M -$77.9M -2,834,970 -11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$306M +$7.14M +259,787 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$210M -$84.4M -3,071,221 -28%
BlackRock
4
BlackRock
New York
$209M +$8.23M +299,472 +4%
State Street
5
State Street
Massachusetts
$147M +$7.6M +276,727 +5%
P3I
6
Progeny 3 Inc
Washington
$77.1M +$1.28M +46,720 +2%
KL
7
KGH Ltd
Bahamas
$70.1M -$3.31M -120,337 -4%
Marshall Wace
8
Marshall Wace
United Kingdom
$65M +$35.8M +1,304,017 +113%
Renaissance Technologies
9
Renaissance Technologies
New York
$58.9M +$16.6M +604,132 +37%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$56.6M +$2.24M +81,535 +4%
Goldman Sachs
11
Goldman Sachs
New York
$54M +$10.9M +394,938 +24%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$51M -$430K -15,658 -0.8%
SSA
13
Schonfeld Strategic Advisors
New York
$40M +$29.2M +1,063,800 +236%
Northern Trust
14
Northern Trust
Illinois
$38.6M +$582K +21,193 +1%
GJL
15
Gendell Jeffrey L
$34.5M +$2.7M +98,274 +8%
HP
16
Hosking Partners
United Kingdom
$30.2M +$1.31M +47,535 +4%
Charles Schwab
17
Charles Schwab
California
$27.8M -$1.25M -45,400 -4%
American Century Companies
18
American Century Companies
Missouri
$26.8M +$13.5M +492,174 +94%
N
19
Nuveen
North Carolina
$25.2M -$111K -4,022 -0.4%
Citadel Advisors
20
Citadel Advisors
Florida
$25M +$231K +8,398 +0.9%
Fidelity International
21
Fidelity International
Bermuda
$24.6M +$25.6M +930,000 New
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$23.3M +$7.65M +278,254 +46%
Morgan Stanley
23
Morgan Stanley
New York
$21.7M -$4.92M -179,157 -18%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$20.2M +$3.83M +139,545 +22%
CHP
25
Castle Hook Partners
New York
$19.3M -$15.2M -553,295 -43%

BTU Hedge Fund Activity: Q4 2022 in Review

286 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q4 2022, worth a combined $2.76B — down 3% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new BTU positions and 33 closed out — a net gain of 43 holders — while 98 added to existing stakes and 79 trimmed.

The largest buyer was Marshall Wace, adding an estimated $35.8M. The largest seller was Fidelity Investments, cutting an estimated $84.4M.

  • 286 institutional investors held Peabody Energy (BTU) as of Q4 2022, up from 250 in Q3 2022.
  • Funds reported $2.76B of Peabody Energy stock for Q4 2022, down 3% quarter-over-quarter.
  • 76 funds opened new Peabody Energy positions in Q4 2022 and 33 closed out, a net change of +43 holders.
  • The largest Peabody Energy buyer in Q4 2022 was Marshall Wace, an estimated $35.8M added.
  • The largest Peabody Energy seller in Q4 2022 was Fidelity Investments, an estimated $84.4M sold.

Based on aggregated 13F filings for Q4 2022.