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Peabody Energy

303 hedge funds and large institutions have $2.34B invested in Peabody Energy in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 113 increasing their positions, 85 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 40

58% more call options, than puts

Call options by funds: $197M | Put options by funds: $125M

33% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 85

9% more funds holding

Funds holding: 278303 (+25)

0.88% less ownership

Funds ownership: 92.9%92.02% (-0.88%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

25% less capital invested

Capital invested by funds: $3.1B → $2.34B (-$760M)

Holders
303
Holders Change
+25
Holders Change %
+8.99%
% of All Funds
3.99%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
66
Increased
113
Reduced
85
Closed
40
Calls
$197M
Puts
$125M
Net Calls
+$72.3M
Net Calls Change
-$160M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$400M -$467K -18,926 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$302M -$7.11M -287,890 -2%
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$162M -$6.53M -264,430 -3%
State Street
4
State Street
Massachusetts
$158M -$2.59M -104,839 -1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$154M +$2.19M +88,466 +1%
Renaissance Technologies
6
Renaissance Technologies
New York
$102M -$855K -34,600 -0.7%
American Century Companies
7
American Century Companies
Missouri
$79.3M +$5.33M +215,614 +6%
P3I
8
Progeny 3 Inc
Washington
$75.8M +$988K +40,000 +1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$60.5M -$793K -32,119 -1%
GJL
10
Gendell Jeffrey L
$52.3M -$2.27M -91,742 -4%
Northern Trust
11
Northern Trust
Illinois
$33.9M +$833K +33,742 +2%
Morgan Stanley
12
Morgan Stanley
New York
$33.7M +$3.64M +147,395 +10%
Hudson Bay Capital Management
13
Hudson Bay Capital Management
Connecticut
$32.3M +$8.89M +360,000 +30%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$29.8M +$3.1M +125,372 +10%
Charles Schwab
15
Charles Schwab
California
$29.3M +$281K +11,363 +0.8%
Assenagon Asset Management
16
Assenagon Asset Management
Luxembourg
$28.3M +$17.7M +718,274 +114%
Bank of America
17
Bank of America
North Carolina
$26.2M -$16.6M -672,289 -35%
Goldman Sachs
18
Goldman Sachs
New York
$25M +$7.87M +318,732 +36%
Fidelity International
19
Fidelity International
Bermuda
$20.9M -$9.46M -383,000 -28%
JP Morgan Chase
20
JP Morgan Chase
New York
$20.8M -$45.8M -1,853,286 -65%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$20.8M +$24M +972,356 +4,916%
LFCM
22
Long Focus Capital Management
Puerto Rico
$19.1M +$4.82M +195,000 +27%
HP
23
Hosking Partners
United Kingdom
$17.9M -$5.88M -238,231 -22%
Invesco
24
Invesco
Georgia
$16.5M +$4.08M +164,987 +26%
AFA
25
Alta Fundamental Advisers
New York
$16M

BTU Hedge Fund Activity: Q4 2024 in Review

303 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q4 2024, worth a combined $2.34B — down 25% from $3.1B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new BTU positions and 40 closed out — a net gain of 26 holders — while 113 added to existing stakes and 85 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $24M. The largest seller was Thomist Capital Management, cutting an estimated $145M.

  • 303 institutional investors held Peabody Energy (BTU) as of Q4 2024, up from 278 in Q3 2024.
  • Funds reported $2.34B of Peabody Energy stock for Q4 2024, down 25% quarter-over-quarter.
  • 66 funds opened new Peabody Energy positions in Q4 2024 and 40 closed out, a net change of +26 holders.
  • The largest Peabody Energy buyer in Q4 2024 was Balyasny Asset Management, an estimated $24M added.
  • The largest Peabody Energy seller in Q4 2024 was Thomist Capital Management, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2024.