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PEGI

Pattern Energy Group Inc. Class A
PEGI

Delisted

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

146 hedge funds and large institutions have $2.39B invested in Pattern Energy Group Inc. Class A in 2015 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 38

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4% more funds holding

Funds holding: 141146 (+5)

0% more capital invested

Capital invested by funds: $2.38B → $2.39B (+$10.4M)

4% less call options, than puts

Call options by funds: $13.8M | Put options by funds: $14.4M

Holders
146
Holders Change
+5
Holders Change %
+3.55%
% of All Funds
3.93%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
21
Increased
71
Reduced
38
Closed
16
Calls
$13.8M
Puts
$14.4M
Net Calls
-$565K
Net Calls Change
-$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carlyle Group
District of Columbia
$481M
RH
2
Riverstone Holdings
New York
$481M
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$138M -$5.63M -192,800 -4%
Deutsche Bank
4
Deutsche Bank
Germany
$113M -$12.9M -440,662 -10%
Vanguard Group
5
Vanguard Group
Pennsylvania
$98.7M +$2.64M +90,446 +3%
Morgan Stanley
6
Morgan Stanley
New York
$81.6M +$40.5M +1,385,092 +93%
Millennium Management
7
Millennium Management
New York
$61M +$5.12M +175,326 +9%
Ameriprise
8
Ameriprise
Minnesota
$50.5M +$5.49M +187,810 +12%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$48.3M +$2.24M +76,682 +5%
EA
10
Ecofin Advisors
United Kingdom
$43.2M -$13M -444,774 -23%
Adage Capital Partners
11
Adage Capital Partners
Massachusetts
$38.7M +$3.24M +110,936 +9%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$37.7M +$3.17M +108,586 +9%
Connor, Clark & Lunn Investment Management (CC&L)
13
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$36.2M -$25.8M -883,982 -41%
BFA
14
BlackRock Fund Advisors
California
$35.9M +$1.9M +65,009 +5%
BIT
15
BlackRock Institutional Trust
California
$34M +$330K +11,282 +1%
Cohen & Steers
16
Cohen & Steers
New York
$32.1M -$1.04M -35,445 -3%
Invesco
17
Invesco
Georgia
$31.6M +$27M +922,931 +486%
WHRC
18
W.H. Reaves & Co
New Jersey
$30.6M +$10.9M +371,573 +53%
WMSA
19
Weiss Multi-Strategy Advisers
New York
$23.2M
Lazard Asset Management
20
Lazard Asset Management
New York
$22.2M -$13.3M -455,482 -37%
State Street
21
State Street
Massachusetts
$21.6M +$1.71M +58,522 +8%
EIP
22
Energy Income Partners
Connecticut
$20.9M -$1.47M -50,278 -6%
CCM
23
Crestwood Capital Management
New York
$20.7M +$21.3M +728,000 New
AAM
24
Advisors Asset Management
Colorado
$18.7M +$3.97M +136,028 +26%
HHAM
25
HITE Hedge Asset Management
Massachusetts
$17.9M +$11.9M +406,007 +181%

PEGI Hedge Fund Activity: Q2 2015 in Review

146 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Pattern Energy Group Inc. Class A (PEGI) for Q2 2015, worth a combined $2.39B — up 0.44% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PEGI positions and 16 closed out — a net gain of 5 holders — while 71 added to existing stakes and 38 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $40.5M. The largest seller was Connor, Clark & Lunn Investment Management (CC&L), cutting an estimated $25.8M.

  • 146 institutional investors held Pattern Energy Group Inc. Class A (PEGI) as of Q2 2015, up from 141 in Q1 2015.
  • Funds reported $2.39B of Pattern Energy Group Inc. Class A stock for Q2 2015, up 0.44% quarter-over-quarter.
  • 21 funds opened new Pattern Energy Group Inc. Class A positions in Q2 2015 and 16 closed out, a net change of +5 holders.
  • The largest Pattern Energy Group Inc. Class A buyer in Q2 2015 was Morgan Stanley, an estimated $40.5M added.
  • The largest Pattern Energy Group Inc. Class A seller in Q2 2015 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $25.8M sold.

Based on aggregated 13F filings for Q2 2015.