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PEGI

Pattern Energy Group Inc. Class A
PEGI

Delisted

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

125 hedge funds and large institutions have $1.64B invested in Pattern Energy Group Inc. Class A in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 55 increasing their positions, 44 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

747% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $1.81M

25% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 44

9% less funds holding

Funds holding: 137125 (-12)

26% less capital invested

Capital invested by funds: $2.22B → $1.64B (-$579M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

57% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 21

Holders
125
Holders Change
-12
Holders Change %
-8.76%
% of All Funds
3.63%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
9
Increased
55
Reduced
44
Closed
21
Calls
$15.4M
Puts
$1.81M
Net Calls
+$13.5M
Net Calls Change
+$3.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RH
1
Riverstone Holdings
New York
$203M -$491M -15,445,262 -70%
CG
2
Carlyle Group
District of Columbia
$203M
Deutsche Bank
3
Deutsche Bank
Germany
$118M +$34.4M +1,081,849 +39%
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$104M +$48.9M +1,537,751 +84%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$81.7M -$2.05M -64,570 -2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$75.9M +$413K +12,976 +0.5%
Jennison Associates
7
Jennison Associates
New York
$57M
Wellington Management Group
8
Wellington Management Group
Massachusetts
$54.5M -$10.1M -318,529 -15%
Millennium Management
9
Millennium Management
New York
$45.5M +$4.11M +129,383 +10%
WMSA
10
Weiss Multi-Strategy Advisers
New York
$44.9M -$5.1M -160,367 -10%
Ameriprise
11
Ameriprise
Minnesota
$35.5M -$463K -14,558 -1%
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$33.6M +$13M +409,862 +61%
BIT
13
BlackRock Institutional Trust
California
$32M +$386K +12,152 +1%
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$31.4M +$1.3M +40,850 +4%
EIP
15
Energy Income Partners
Connecticut
$30.6M +$27.1M +852,856 +621%
Adage Capital Partners
16
Adage Capital Partners
Massachusetts
$29.5M
Lazard Asset Management
17
Lazard Asset Management
New York
$27.4M -$2.87M -90,240 -9%
BFA
18
BlackRock Fund Advisors
California
$26.5M -$811K -25,503 -3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$26.4M -$9.2M -289,519 -25%
Goldman Sachs
20
Goldman Sachs
New York
$22.2M +$12.2M +385,180 +116%
Principal Financial Group
21
Principal Financial Group
Iowa
$20M -$5.09M -159,994 -20%
State Street
22
State Street
Massachusetts
$19.1M +$1.6M +50,322 +9%
EA
23
Ecofin Advisors
United Kingdom
$18.1M -$1.19M -37,390 -6%
BA
24
BlackRock Advisors
Delaware
$14M +$254K +7,982 +2%
Northern Trust
25
Northern Trust
Illinois
$14M +$4.4M +138,544 +44%

PEGI Hedge Fund Activity: Q3 2014 in Review

125 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Pattern Energy Group Inc. Class A (PEGI) for Q3 2014, worth a combined $1.64B — down 26% from $2.22B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of PEGI and 9 opened new positions — a net loss of 12 holders — while 44 trimmed existing stakes and 55 added.

The largest buyer was CI Investments Inc, adding an estimated $48.9M. The largest seller was Riverstone Holdings, cutting an estimated $491M.

  • 125 institutional investors held Pattern Energy Group Inc. Class A (PEGI) as of Q3 2014, down from 137 in Q2 2014.
  • Funds reported $1.64B of Pattern Energy Group Inc. Class A stock for Q3 2014, down 26% quarter-over-quarter.
  • 9 funds opened new Pattern Energy Group Inc. Class A positions in Q3 2014 and 21 closed out, a net change of -12 holders.
  • The largest Pattern Energy Group Inc. Class A buyer in Q3 2014 was CI Investments Inc, an estimated $48.9M added.
  • The largest Pattern Energy Group Inc. Class A seller in Q3 2014 was Riverstone Holdings, an estimated $491M sold.

Based on aggregated 13F filings for Q3 2014.