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Peabody Energy

285 hedge funds and large institutions have $2.71B invested in Peabody Energy in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 85 increasing their positions, 96 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 48

11% more call options, than puts

Call options by funds: $338M | Put options by funds: $305M

2% more funds holding

Funds holding: 280285 (+5)

0.87% more ownership

Funds ownership: 84.07%84.94% (+0.87%)

7% less capital invested

Capital invested by funds: $2.9B → $2.71B (-$190M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

11% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 96

Holders
285
Holders Change
+5
Holders Change %
+1.79%
% of All Funds
4.16%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
56
Increased
85
Reduced
96
Closed
48
Calls
$338M
Puts
$305M
Net Calls
+$33.5M
Net Calls Change
-$54M
Name Holding Trade Value Shares
Change
Change in
Stake
EIM
1
Elliott Investment Management
Florida
$320M -$192M -7,954,807 -38%
Vanguard Group
2
Vanguard Group
Pennsylvania
$279M -$1.62M -67,369 -0.6%
BlackRock
3
BlackRock
New York
$205M +$2.79M +115,874 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$174M +$6.6M +273,768 +4%
Boston Partners
5
Boston Partners
Massachusetts
$164M +$10.6M +437,585 +7%
State Street
6
State Street
Massachusetts
$139M +$1.86M +77,303 +1%
Morgan Stanley
7
Morgan Stanley
New York
$110M +$80M +3,315,590 +271%
Renaissance Technologies
8
Renaissance Technologies
New York
$107M +$26.3M +1,092,227 +33%
P3I
9
Progeny 3 Inc
Washington
$85.5M +$354K +14,670 +0.4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$58.5M -$313K -12,990 -0.5%
Assenagon Asset Management
11
Assenagon Asset Management
Luxembourg
$52.4M +$26.7M +1,109,261 +106%
GJL
12
Gendell Jeffrey L
$50.3M -$3.07M -127,244 -6%
American Century Companies
13
American Century Companies
Missouri
$49.3M +$6.67M +276,781 +16%
Two Sigma Investments
14
Two Sigma Investments
New York
$48.5M +$48.1M +1,995,091 New
Northern Trust
15
Northern Trust
Illinois
$45.2M -$1.52M -63,120 -3%
KL
16
KGH Ltd
Bahamas
$44.3M -$10.4M -431,000 -19%
Fidelity International
17
Fidelity International
Bermuda
$32.8M -$6.03M -250,000 -16%
HP
18
Hosking Partners
United Kingdom
$32.6M -$530K -21,972 -2%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$31.3M +$2.7M +111,935 +10%
Bank of America
20
Bank of America
North Carolina
$29M +$10.8M +448,243 +60%
Citadel Advisors
21
Citadel Advisors
Florida
$27M +$22.7M +942,932 +567%
Charles Schwab
22
Charles Schwab
California
$26.6M +$32.7K +1,357 +0.1%
Goldman Sachs
23
Goldman Sachs
New York
$25.1M -$12.9M -534,550 -34%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$24.4M +$23.8M +987,000 +6,493%
JP Morgan Chase
25
JP Morgan Chase
New York
$23.8M +$228K +9,449 +1%

BTU Hedge Fund Activity: Q4 2023 in Review

285 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q4 2023, worth a combined $2.71B — down 6.6% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new BTU positions and 48 closed out — a net gain of 8 holders — while 85 added to existing stakes and 96 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $80M. The largest seller was Elliott Investment Management, cutting an estimated $192M.

  • 285 institutional investors held Peabody Energy (BTU) as of Q4 2023, up from 280 in Q3 2023.
  • Funds reported $2.71B of Peabody Energy stock for Q4 2023, down 6.6% quarter-over-quarter.
  • 56 funds opened new Peabody Energy positions in Q4 2023 and 48 closed out, a net change of +8 holders.
  • The largest Peabody Energy buyer in Q4 2023 was Morgan Stanley, an estimated $80M added.
  • The largest Peabody Energy seller in Q4 2023 was Elliott Investment Management, an estimated $192M sold.

Based on aggregated 13F filings for Q4 2023.