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PEGI

Pattern Energy Group Inc. Class A
PEGI

Delisted

PEGI was delisted on the 13th of March, 2020.

94 hedge funds and large institutions have $1.79B invested in Pattern Energy Group Inc. Class A in 2014 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,030% more call options, than puts

Call options by funds: $7.64M | Put options by funds: $676K

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

61% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 23

15% more funds holding

Funds holding: 8294 (+12)

10% less capital invested

Capital invested by funds: $1.98B → $1.79B (-$199M)

Holders
94
Holders Change
+12
Holders Change %
+14.63%
% of All Funds
2.72%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
26
Increased
37
Reduced
23
Closed
12
Calls
$7.64M
Puts
$676K
Net Calls
+$6.96M
Net Calls Change
+$6.24M
Name Holding Trade Value Shares
Change
Change in
Stake
RH
1
Riverstone Holdings
New York
$875M
CG
2
Carlyle Group
District of Columbia
$457M
Wellington Management Group
3
Wellington Management Group
Massachusetts
$71.1M -$1.72M -61,417 -2%
Millennium Management
4
Millennium Management
New York
$28.8M +$23.6M +843,313 +385%
Vanguard Group
5
Vanguard Group
Pennsylvania
$27.3M +$2.31M +82,656 +9%
Lazard Asset Management
6
Lazard Asset Management
New York
$25.3M -$5.22M -186,641 -17%
WMSA
7
Weiss Multi-Strategy Advisers
New York
$23.9M +$3.58M +127,738 +17%
BIT
8
BlackRock Institutional Trust
California
$17.3M +$5.51M +196,791 +45%
Principal Financial Group
9
Principal Financial Group
Iowa
$16.5M +$252K +9,000 +2%
Ameriprise
10
Ameriprise
Minnesota
$16.5M +$3.65M +130,525 +27%
EA
11
Ecofin Advisors
United Kingdom
$14.6M +$15.1M +538,634 New
BFA
12
BlackRock Fund Advisors
California
$12.4M -$124K -4,418 -1%
PAMU
13
Pictet Asset Management (UK)
United Kingdom
$8.79M -$1.31M -46,717 -13%
UPA
14
Union Point Advisors
California
$8.48M +$8.75M +312,670 New
Fidelity Investments
15
Fidelity Investments
Massachusetts
$8.47M +$950K +33,950 +12%
Morgan Stanley
16
Morgan Stanley
New York
$8.26M -$3.46M -123,581 -29%
ZP
17
Zimmer Partners
New York
$8.14M
MCM
18
Moore Capital Management
New York
$7.98M +$1.23M +44,115 +18%
State Street
19
State Street
Massachusetts
$7.42M +$140K +5,005 +2%
Connor, Clark & Lunn Investment Management (CC&L)
20
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.39M -$918K -32,800 -12%
Invesco
21
Invesco
Georgia
$6.81M +$1.44M +51,468 +26%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$6.64M +$3.8M +135,664 +124%
FLPIM
23
F.L. Putnam Investment Management
Massachusetts
$6.58M +$6.78M +242,380 New
BSPF
24
British Steel Pension Fund
United Kingdom
$6.51M
ECP
25
Electron Capital Partners
New York
$6.41M +$499K +17,817 +8%

PEGI Hedge Fund Activity: Q1 2014 in Review

94 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Pattern Energy Group Inc. Class A (PEGI) for Q1 2014, worth a combined $1.79B — down 10% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PEGI positions and 12 closed out — a net gain of 14 holders — while 37 added to existing stakes and 23 trimmed.

The largest buyer was Millennium Management, adding an estimated $23.6M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $33.8M sold.

  • 94 institutional investors held Pattern Energy Group Inc. Class A (PEGI) as of Q1 2014, up from 82 in Q4 2013.
  • Funds reported $1.79B of Pattern Energy Group Inc. Class A stock for Q1 2014, down 10% quarter-over-quarter.
  • 26 funds opened new Pattern Energy Group Inc. Class A positions in Q1 2014 and 12 closed out, a net change of +14 holders.
  • The largest Pattern Energy Group Inc. Class A buyer in Q1 2014 was Millennium Management, an estimated $23.6M added.
  • The largest Pattern Energy Group Inc. Class A seller in Q1 2014 was Adage Capital Partners, an estimated $33.8M sold.

Based on aggregated 13F filings for Q1 2014.