We are live on ! Find out more
BTU icon

Peabody Energy

280 hedge funds and large institutions have $2.9B invested in Peabody Energy in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 102 increasing their positions, 80 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 34

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

28% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 80

24% more call options, than puts

Call options by funds: $456M | Put options by funds: $368M

22% more capital invested

Capital invested by funds: $2.37B → $2.9B (+$529M)

8.45% more ownership

Funds ownership: 75.62%84.07% (+8.5%)

8% more funds holding

Funds holding: 259280 (+21)

Holders
280
Holders Change
+21
Holders Change %
+8.11%
% of All Funds
4.44%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
57
Increased
102
Reduced
80
Closed
34
Calls
$456M
Puts
$368M
Net Calls
+$87.6M
Net Calls Change
-$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EIM
1
Elliott Investment Management
Florida
$549M
Vanguard Group
2
Vanguard Group
Pennsylvania
$300M -$18.5M -826,206 -7%
BlackRock
3
BlackRock
New York
$216M -$1.32M -58,912 -0.7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$179M -$6.05M -270,234 -4%
Boston Partners
5
Boston Partners
Massachusetts
$162M -$1.5M -66,866 -1%
State Street
6
State Street
Massachusetts
$147M -$11.6M -517,140 -8%
P3I
7
Progeny 3 Inc
Washington
$91M +$1.97M +87,860 +3%
Renaissance Technologies
8
Renaissance Technologies
New York
$85.6M +$20.6M +920,052 +39%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$62.9M +$994K +44,434 +2%
KL
10
KGH Ltd
Bahamas
$58.6M
GJL
11
Gendell Jeffrey L
$57M +$7.71M +344,793 +19%
Northern Trust
12
Northern Trust
Illinois
$49.9M +$7.85M +351,103 +22%
National Bank of Canada
13
National Bank of Canada
Quebec, Canada
$45.6M +$40.3M +1,800,000 New
American Century Companies
14
American Century Companies
Missouri
$45.4M -$631K -28,188 -2%
Fidelity International
15
Fidelity International
Bermuda
$41.6M -$20.1M -900,000 -36%
Goldman Sachs
16
Goldman Sachs
New York
$40.7M +$169K +7,540 +0.5%
HP
17
Hosking Partners
United Kingdom
$35.4M +$2.51M +112,092 +9%
Morgan Stanley
18
Morgan Stanley
New York
$31.8M +$6.17M +275,858 +29%
Millennium Management
19
Millennium Management
New York
$30.7M +$22.2M +994,332 +532%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$30.5M -$1.41M -63,162 -5%
Charles Schwab
21
Charles Schwab
California
$28.3M +$405K +18,109 +2%
GQG Partners
22
GQG Partners
Florida
$27.6M +$23.8M +1,062,349 New
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$27.2M +$11.2M +500,616 +92%
JP Morgan Chase
24
JP Morgan Chase
New York
$25.2M +$4.62M +206,432 +27%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$20.5M +$1.23M +55,131 +8%

BTU Hedge Fund Activity: Q3 2023 in Review

280 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q3 2023, worth a combined $2.9B — up 22% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BTU positions and 34 closed out — a net gain of 23 holders — while 102 added to existing stakes and 80 trimmed.

The largest buyer was National Bank of Canada, opening a new position worth an estimated $40.3M. The largest seller was Citadel Advisors, cutting an estimated $44.3M.

  • 280 institutional investors held Peabody Energy (BTU) as of Q3 2023, up from 259 in Q2 2023.
  • Funds reported $2.9B of Peabody Energy stock for Q3 2023, up 22% quarter-over-quarter.
  • 57 funds opened new Peabody Energy positions in Q3 2023 and 34 closed out, a net change of +23 holders.
  • The largest Peabody Energy buyer in Q3 2023 was National Bank of Canada, an estimated $40.3M added.
  • The largest Peabody Energy seller in Q3 2023 was Citadel Advisors, an estimated $44.3M sold.

Based on aggregated 13F filings for Q3 2023.