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PEGI

Pattern Energy Group Inc. Class A
PEGI

Delisted

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

141 hedge funds and large institutions have $2.38B invested in Pattern Energy Group Inc. Class A in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $4.42M | Put options by funds: $1.55M

121% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 33

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

4% more funds holding

Funds holding: 136141 (+5)

23% less capital invested

Capital invested by funds: $3.1B → $2.38B (-$729M)

Holders
141
Holders Change
+5
Holders Change %
+3.68%
% of All Funds
3.76%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
22
Increased
73
Reduced
33
Closed
16
Calls
$4.42M
Puts
$1.55M
Net Calls
+$2.87M
Net Calls Change
+$2.81M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carlyle Group
District of Columbia
$480M -$140M -5,000,000 -23%
RH
2
Riverstone Holdings
New York
$480M -$140M -5,000,000 -23%
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$143M +$29.2M +1,042,723 +26%
Deutsche Bank
4
Deutsche Bank
Germany
$125M +$2.47M +87,975 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$95.9M +$25.7M +915,698 +37%
Connor, Clark & Lunn Investment Management (CC&L)
6
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$61.3M +$24.4M +870,732 +67%
Millennium Management
7
Millennium Management
New York
$55.9M +$14.3M +508,131 +35%
EA
8
Ecofin Advisors
United Kingdom
$55.7M +$34.2M +1,219,428 +163%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$46M -$13.8M -490,672 -23%
Ameriprise
10
Ameriprise
Minnesota
$45M +$12.8M +458,093 +40%
Morgan Stanley
11
Morgan Stanley
New York
$42.2M +$24.9M +887,203 +147%
Adage Capital Partners
12
Adage Capital Partners
Massachusetts
$35.5M +$8.42M +300,000 +31%
Lazard Asset Management
13
Lazard Asset Management
New York
$35M -$224K -7,980 -0.6%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$34.6M -$1.29M -46,020 -4%
BFA
15
BlackRock Fund Advisors
California
$34M +$3.76M +134,006 +13%
BIT
16
BlackRock Institutional Trust
California
$33.6M +$3.18M +113,419 +11%
Cohen & Steers
17
Cohen & Steers
New York
$33M +$30.4M +1,085,116 +1,355%
N
18
Nuveen
North Carolina
$26.7M +$25.1M +895,707 +1,885%
WMSA
19
Weiss Multi-Strategy Advisers
New York
$23.2M
EIP
20
Energy Income Partners
Connecticut
$22.3M -$18.5M -658,676 -46%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$22.1M -$17M -604,840 -44%
Goldman Sachs
22
Goldman Sachs
New York
$20.7M +$4.1M +146,008 +25%
WHRC
23
W.H. Reaves & Co
New Jersey
$20M +$15.8M +564,590 +396%
State Street
24
State Street
Massachusetts
$19.9M +$1.42M +50,594 +8%
IIM
25
Intact Investment Management
Quebec, Canada
$15.6M +$11M +392,200 +716%

PEGI Hedge Fund Activity: Q1 2015 in Review

141 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Pattern Energy Group Inc. Class A (PEGI) for Q1 2015, worth a combined $2.38B — down 23% from $3.1B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PEGI positions and 16 closed out — a net gain of 6 holders — while 73 added to existing stakes and 33 trimmed.

The largest buyer was Ecofin Advisors, adding an estimated $34.2M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $1.05B sold.

  • 141 institutional investors held Pattern Energy Group Inc. Class A (PEGI) as of Q1 2015, up from 136 in Q4 2014.
  • Funds reported $2.38B of Pattern Energy Group Inc. Class A stock for Q1 2015, down 23% quarter-over-quarter.
  • 22 funds opened new Pattern Energy Group Inc. Class A positions in Q1 2015 and 16 closed out, a net change of +6 holders.
  • The largest Pattern Energy Group Inc. Class A buyer in Q1 2015 was Ecofin Advisors, an estimated $34.2M added.
  • The largest Pattern Energy Group Inc. Class A seller in Q1 2015 was Americafirst Capital Management, an estimated $1.05B sold.

Based on aggregated 13F filings for Q1 2015.