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PEGI

Pattern Energy Group Inc. Class A
PEGI

Delisted

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

131 hedge funds and large institutions have $1.82B invested in Pattern Energy Group Inc. Class A in 2015 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 69 increasing their positions, 34 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 34

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10% less call options, than puts

Call options by funds: $2.8M | Put options by funds: $3.11M

10% less funds holding

Funds holding: 146131 (-15)

24% less capital invested

Capital invested by funds: $2.39B → $1.82B (-$563M)

48% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 27

Holders
131
Holders Change
-15
Holders Change %
-10.27%
% of All Funds
3.66%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
14
Increased
69
Reduced
34
Closed
27
Calls
$2.8M
Puts
$3.11M
Net Calls
-$310K
Net Calls Change
+$255K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carlyle Group
District of Columbia
$324M
RH
2
Riverstone Holdings
New York
$324M
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$127M +$42M +1,782,000 +37%
Morgan Stanley
4
Morgan Stanley
New York
$89.1M +$42.3M +1,790,992 +62%
Deutsche Bank
5
Deutsche Bank
Germany
$76.3M +$452K +19,176 +0.5%
Vanguard Group
6
Vanguard Group
Pennsylvania
$73.4M +$8.64M +366,260 +11%
EA
7
Ecofin Advisors
United Kingdom
$48.6M +$24.2M +1,025,002 +67%
Adage Capital Partners
8
Adage Capital Partners
Massachusetts
$43M +$21M +889,064 +65%
OC
9
Orange Capital
New York
$42.5M +$52.5M +2,224,573 New
Wellington Management Group
10
Wellington Management Group
Massachusetts
$41.2M +$19.6M +830,649 +62%
Cohen & Steers
11
Cohen & Steers
New York
$40.3M +$23.2M +982,681 +87%
Ameriprise
12
Ameriprise
Minnesota
$36.7M +$3.51M +148,876 +8%
Invesco
13
Invesco
Georgia
$33.2M +$14.8M +625,951 +56%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$32.5M +$68.4K +2,900 +0.2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$31.3M +$26.9M +1,140,337 +227%
BIT
16
BlackRock Institutional Trust
California
$26.1M +$3.98M +168,566 +14%
BFA
17
BlackRock Fund Advisors
California
$26M +$2.25M +95,259 +8%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$22.7M -$1.93M -81,729 -6%
CCM
19
Crestwood Capital Management
New York
$21.1M +$8.96M +379,600 +52%
Millennium Management
20
Millennium Management
New York
$19.2M -$27M -1,142,686 -53%
WHRC
21
W.H. Reaves & Co
New Jersey
$16.8M -$4.66M -197,295 -18%
Lazard Asset Management
22
Lazard Asset Management
New York
$16.3M +$1.75M +74,299 +10%
State Street
23
State Street
Massachusetts
$16M +$1.87M +79,441 +10%
AAM
24
Advisors Asset Management
Colorado
$16M +$4.18M +177,247 +27%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$13.9M +$10M +424,986 +140%

PEGI Hedge Fund Activity: Q3 2015 in Review

131 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Pattern Energy Group Inc. Class A (PEGI) for Q3 2015, worth a combined $1.82B — down 24% from $2.39B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of PEGI and 14 opened new positions — a net loss of 13 holders — while 34 trimmed existing stakes and 69 added.

The largest buyer was Orange Capital, opening a new position worth an estimated $52.5M. The largest seller was Millennium Management, cutting an estimated $27M.

  • 131 institutional investors held Pattern Energy Group Inc. Class A (PEGI) as of Q3 2015, down from 146 in Q2 2015.
  • Funds reported $1.82B of Pattern Energy Group Inc. Class A stock for Q3 2015, down 24% quarter-over-quarter.
  • 14 funds opened new Pattern Energy Group Inc. Class A positions in Q3 2015 and 27 closed out, a net change of -13 holders.
  • The largest Pattern Energy Group Inc. Class A buyer in Q3 2015 was Orange Capital, an estimated $52.5M added.
  • The largest Pattern Energy Group Inc. Class A seller in Q3 2015 was Millennium Management, an estimated $27M sold.

Based on aggregated 13F filings for Q3 2015.