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PEDEVCO

20 hedge funds and large institutions have $2.54M invested in PEDEVCO in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

97% more capital invested

Capital invested by funds: $1.29M → $2.54M (+$1.25M)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

5% more funds holding

Funds holding: 1920 (+1)

0.01% less ownership

Funds ownership: 0.06%0.05% (-0.01%)

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
6
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$890K -$43.9K -369 -6%
GA
2
Geneva Advisors
Illinois
$608K +$116K +980 +36%
Vanguard Group
3
Vanguard Group
Pennsylvania
$345K +$832 +7 +0.3%
BRWA
4
B. Riley Wealth Advisors
Florida
$212K -$155K -1,303 -50%
PSI
5
Pinnacle Summer Investments
Virginia
$205K
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$56K +$4.75K +40 +13%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$50K
Goldman Sachs
8
Goldman Sachs
New York
$50K +$7.72K +65 +27%
PM
9
Platinum Management
New York
$28K +$20.4K +172 New
Bank of America
10
Bank of America
North Carolina
$21K +$1.31K +11 +10%
Citadel Advisors
11
Citadel Advisors
Florida
$12K -$20.6K -173 -70%
BUB
12
BBVA USA Bancshares
Texas
$12K
Renaissance Technologies
13
Renaissance Technologies
New York
$12K +$8.44K +71 New
FAAS
14
First Allied Advisory Services
California
$12K +$8.91K +75 New
Northern Trust
15
Northern Trust
Illinois
$10K
UCFA
16
United Capital Financial Advisors
Texas
$10K +$8.68K +73 New
BIM
17
BlackRock Investment Management
Delaware
$2K
AIG
18
American International Group
New York
$1.27K
Morgan Stanley
19
Morgan Stanley
New York
$1K +$713 +6 New
VKH
20
Virtu KCG Holdings
New York
-$34K -378 Closed
UBS Group
21
UBS Group
Switzerland
-$12.2K -103 Closed
AGM
22
Alpine Global Management
New York
-$8K -94 Closed
TRCT
23
Tower Research Capital (TRC)
New York
-$238 -2 Closed
Deutsche Bank
24
Deutsche Bank
Germany
+$119 +1 +33%

PED Hedge Fund Activity: Q1 2015 in Review

20 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in PEDEVCO (PED) for Q1 2015, worth a combined $2.54M — up 97% from $1.29M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PED positions and 4 closed out — a net gain of 1 holder — while 6 added to existing stakes and 3 trimmed.

The largest buyer was Geneva Advisors, adding an estimated $116K. The largest seller was B. Riley Wealth Advisors, cutting an estimated $155K.

  • 20 institutional investors held PEDEVCO (PED) as of Q1 2015, up from 19 in Q4 2014.
  • Funds reported $2.54M of PEDEVCO stock for Q1 2015, up 97% quarter-over-quarter.
  • 5 funds opened new PEDEVCO positions in Q1 2015 and 4 closed out, a net change of +1 holder.
  • The largest PEDEVCO buyer in Q1 2015 was Geneva Advisors, an estimated $116K added.
  • The largest PEDEVCO seller in Q1 2015 was B. Riley Wealth Advisors, an estimated $155K sold.

Based on aggregated 13F filings for Q1 2015.