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Peabody Energy

303 hedge funds and large institutions have $2.79B invested in Peabody Energy in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 116 increasing their positions, 84 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 42

38% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 84

6% more funds holding

Funds holding: 285303 (+18)

4.68% more ownership

Funds ownership: 84.94%89.62% (+4.7%)

3% more capital invested

Capital invested by funds: $2.71B → $2.79B (+$82.3M)

18% less call options, than puts

Call options by funds: $292M | Put options by funds: $356M

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
303
Holders Change
+18
Holders Change %
+6.32%
% of All Funds
4.36%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
63
Increased
116
Reduced
84
Closed
42
Calls
$292M
Puts
$356M
Net Calls
-$64.2M
Net Calls Change
-$97.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$413M +$216M +8,600,373 +102%
Vanguard Group
2
Vanguard Group
Pennsylvania
$339M +$62.3M +2,473,286 +22%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$179M +$5.42M +215,153 +3%
Boston Partners
4
Boston Partners
Massachusetts
$178M +$15.6M +618,395 +9%
State Street
5
State Street
Massachusetts
$172M +$34.3M +1,363,068 +24%
Renaissance Technologies
6
Renaissance Technologies
New York
$122M +$15.9M +633,468 +14%
EIM
7
Elliott Investment Management
Florida
$90.7M -$237M -9,415,000 -72%
P3I
8
Progeny 3 Inc
Washington
$85.4M +$103K +4,100 +0.1%
Bank of America
9
Bank of America
North Carolina
$76M +$48.9M +1,942,823 +163%
American Century Companies
10
American Century Companies
Missouri
$63.9M +$15.3M +608,597 +30%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$59.6M +$1.21M +48,025 +2%
Assenagon Asset Management
12
Assenagon Asset Management
Luxembourg
$52.5M +$237K +9,404 +0.4%
GJL
13
Gendell Jeffrey L
$50.2M
TCM
14
Thomist Capital Management
Texas
$49.1M +$42.2M +1,677,448 +483%
Northern Trust
15
Northern Trust
Illinois
$44.6M -$523K -20,793 -1%
KL
16
KGH Ltd
Bahamas
$44.2M -$67.8K -2,692 -0.1%
Morgan Stanley
17
Morgan Stanley
New York
$35.5M -$77.4M -3,076,236 -68%
Fidelity International
18
Fidelity International
Bermuda
$32.8M
HP
19
Hosking Partners
United Kingdom
$32.4M -$153K -6,070 -0.5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$31.9M +$9.13M +362,859 +38%
Charles Schwab
21
Charles Schwab
California
$27.9M +$1.44M +57,268 +5%
JP Morgan Chase
22
JP Morgan Chase
New York
$27.6M +$4.09M +162,355 +17%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$21.4M +$21.9M +871,178 +8,223%
Goldman Sachs
24
Goldman Sachs
New York
$21.2M -$4.01M -159,206 -15%
Invesco
25
Invesco
Georgia
$19.8M +$18M +715,936 +706%

BTU Hedge Fund Activity: Q1 2024 in Review

303 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q1 2024, worth a combined $2.79B — up 3% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BTU positions and 42 closed out — a net gain of 21 holders — while 116 added to existing stakes and 84 trimmed.

The largest buyer was BlackRock, adding an estimated $216M. The largest seller was Elliott Investment Management, cutting an estimated $237M.

  • 303 institutional investors held Peabody Energy (BTU) as of Q1 2024, up from 285 in Q4 2023.
  • Funds reported $2.79B of Peabody Energy stock for Q1 2024, up 3% quarter-over-quarter.
  • 63 funds opened new Peabody Energy positions in Q1 2024 and 42 closed out, a net change of +21 holders.
  • The largest Peabody Energy buyer in Q1 2024 was BlackRock, an estimated $216M added.
  • The largest Peabody Energy seller in Q1 2024 was Elliott Investment Management, an estimated $237M sold.

Based on aggregated 13F filings for Q1 2024.