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PEGI

Pattern Energy Group Inc. Class A
PEGI

Delisted

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

147 hedge funds and large institutions have $2.01B invested in Pattern Energy Group Inc. Class A in 2015 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

68% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 40

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

12% more funds holding

Funds holding: 131147 (+16)

10% more capital invested

Capital invested by funds: $1.82B → $2.01B (+$190M)

65% less call options, than puts

Call options by funds: $3.67M | Put options by funds: $10.4M

Holders
147
Holders Change
+16
Holders Change %
+12.21%
% of All Funds
3.86%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
31
Increased
67
Reduced
40
Closed
14
Calls
$3.67M
Puts
$10.4M
Net Calls
-$6.76M
Net Calls Change
-$6.45M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carlyle Group
District of Columbia
$355M
RH
2
Riverstone Holdings
New York
$355M
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$143M +$4.28M +206,969 +3%
Morgan Stanley
4
Morgan Stanley
New York
$99.2M +$1.65M +79,904 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$83.6M +$3.24M +156,400 +4%
Deutsche Bank
6
Deutsche Bank
Germany
$67.6M -$15.8M -761,500 -19%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$61.7M +$16.3M +788,249 +36%
EA
8
Ecofin Advisors
United Kingdom
$55.8M +$2.51M +121,476 +5%
Cohen & Steers
9
Cohen & Steers
New York
$45.1M +$938K +45,305 +2%
Ameriprise
10
Ameriprise
Minnesota
$43.6M +$3.33M +160,857 +8%
OC
11
Orange Capital
New York
$40.6M -$5.9M -285,000 -13%
Invesco
12
Invesco
Georgia
$39.3M +$2.92M +141,029 +8%
BFA
13
BlackRock Fund Advisors
California
$30.3M +$1.78M +85,958 +6%
BIT
14
BlackRock Institutional Trust
California
$29.8M +$1.19M +57,480 +4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$29.3M -$5.02M -242,420 -15%
BCM
16
BBT Capital Management
Texas
$29.2M +$29M +1,398,701 New
Fidelity Investments
17
Fidelity Investments
Massachusetts
$25.6M -$9.95M -480,750 -28%
AR
18
Advisory Research
Illinois
$24.9M +$11.6M +558,305 +88%
AAM
19
Advisors Asset Management
Colorado
$22.6M +$5.06M +244,516 +29%
CCM
20
Crestwood Capital Management
New York
$21.1M -$2.02M -97,600 -9%
IIM
21
Intact Investment Management
Quebec, Canada
$20.4M +$7.58M +366,300 +103%
Millennium Management
22
Millennium Management
New York
$19.3M -$1.67M -80,603 -8%
State Street
23
State Street
Massachusetts
$19.1M +$1.56M +75,156 +9%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$17.5M +$2.22M +107,195 +15%
BIC
25
Beach Investment Counsel
Pennsylvania
$15.8M +$15.6M +755,260 New

PEGI Hedge Fund Activity: Q4 2015 in Review

147 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Pattern Energy Group Inc. Class A (PEGI) for Q4 2015, worth a combined $2.01B — up 10% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PEGI positions and 14 closed out — a net gain of 17 holders — while 67 added to existing stakes and 40 trimmed.

The largest buyer was BBT Capital Management, opening a new position worth an estimated $29M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $43M sold.

  • 147 institutional investors held Pattern Energy Group Inc. Class A (PEGI) as of Q4 2015, up from 131 in Q3 2015.
  • Funds reported $2.01B of Pattern Energy Group Inc. Class A stock for Q4 2015, up 10% quarter-over-quarter.
  • 31 funds opened new Pattern Energy Group Inc. Class A positions in Q4 2015 and 14 closed out, a net change of +17 holders.
  • The largest Pattern Energy Group Inc. Class A buyer in Q4 2015 was BBT Capital Management, an estimated $29M added.
  • The largest Pattern Energy Group Inc. Class A seller in Q4 2015 was Adage Capital Partners, an estimated $43M sold.

Based on aggregated 13F filings for Q4 2015.