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Peabody Energy

282 hedge funds and large institutions have $2.96B invested in Peabody Energy in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 101 increasing their positions, 96 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $428M | Put options by funds: $303M

7% more capital invested

Capital invested by funds: $2.76B → $2.96B (+$201M)

3.07% more ownership

Funds ownership: 77.37%80.44% (+3.1%)

5% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 96

6% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 54

1% less funds holding

Funds holding: 286282 (-4)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
282
Holders Change
-4
Holders Change %
-1.4%
% of All Funds
4.49%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
51
Increased
101
Reduced
96
Closed
54
Calls
$428M
Puts
$303M
Net Calls
+$125M
Net Calls Change
-$5.07M
Name Holding Trade Value Shares
Change
Change in
Stake
EIM
1
Elliott Investment Management
Florida
$540M -$50.9M -1,915,193 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$316M +$19.5M +733,787 +6%
BlackRock
3
BlackRock
New York
$204M +$577K +21,705 +0.3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$184M +$10.2M +383,010 +6%
State Street
5
State Street
Massachusetts
$159M +$17.3M +649,904 +12%
Boston Partners
6
Boston Partners
Massachusetts
$149M +$156M +5,874,563 New
P3I
7
Progeny 3 Inc
Washington
$82.7M +$8.35M +314,270 +11%
Marshall Wace
8
Marshall Wace
United Kingdom
$71.1M +$8.37M +315,122 +13%
Goldman Sachs
9
Goldman Sachs
New York
$68.5M +$16.9M +634,770 +31%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$59.9M +$46.1M +1,734,883 +287%
KL
11
KGH Ltd
Bahamas
$57.7M -$10.7M -401,194 -15%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$57.2M +$2.46M +92,770 +4%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$48.4M -$1.01M -38,150 -2%
Renaissance Technologies
14
Renaissance Technologies
New York
$40.1M -$17.6M -664,132 -30%
American Century Companies
15
American Century Companies
Missouri
$40.1M +$14.6M +550,762 +54%
Northern Trust
16
Northern Trust
Illinois
$36.7M -$799K -30,090 -2%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$36.4M +$14.4M +540,372 +61%
Morgan Stanley
18
Morgan Stanley
New York
$31.3M +$10.6M +399,905 +49%
Bank of America
19
Bank of America
North Carolina
$30.5M +$30.4M +1,145,947 +2,630%
HP
20
Hosking Partners
United Kingdom
$28.7M -$563K -21,191 -2%
Citadel Advisors
21
Citadel Advisors
Florida
$28.2M +$4.2M +157,995 +17%
Charles Schwab
22
Charles Schwab
California
$26.5M -$367K -13,804 -1%
Fidelity International
23
Fidelity International
Bermuda
$25.6M +$1.86M +70,000 +8%
Point72 Asset Management
24
Point72 Asset Management
Connecticut
$23M +$23.8M +897,631 New
N
25
Nuveen
North Carolina
$21.4M -$3.1M -116,713 -12%

BTU Hedge Fund Activity: Q1 2023 in Review

282 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q1 2023, worth a combined $2.96B — up 7.3% from $2.76B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of BTU and 51 opened new positions — a net loss of 3 holders — while 96 trimmed existing stakes and 101 added.

The largest buyer was Boston Partners, opening a new position worth an estimated $156M. The largest seller was Fidelity Investments, cutting an estimated $211M.

  • 282 institutional investors held Peabody Energy (BTU) as of Q1 2023, down from 286 in Q4 2022.
  • Funds reported $2.96B of Peabody Energy stock for Q1 2023, up 7.3% quarter-over-quarter.
  • 51 funds opened new Peabody Energy positions in Q1 2023 and 54 closed out, a net change of -3 holders.
  • The largest Peabody Energy buyer in Q1 2023 was Boston Partners, an estimated $156M added.
  • The largest Peabody Energy seller in Q1 2023 was Fidelity Investments, an estimated $211M sold.

Based on aggregated 13F filings for Q1 2023.