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PEGI

Pattern Energy Group Inc. Class A
PEGI

Delisted

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

144 hedge funds and large institutions have $1.8B invested in Pattern Energy Group Inc. Class A in 2016 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 44 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 44

21% more call options, than puts

Call options by funds: $3.71M | Put options by funds: $3.08M

2% less funds holding

Funds holding: 147144 (-3)

11% less capital invested

Capital invested by funds: $2.01B → $1.8B (-$215M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

Holders
144
Holders Change
-3
Holders Change %
-2.04%
% of All Funds
3.84%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
18
Increased
67
Reduced
44
Closed
21
Calls
$3.71M
Puts
$3.08M
Net Calls
+$632K
Net Calls Change
+$7.39M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carlyle Group
District of Columbia
$323M
RH
2
Riverstone Holdings
New York
$323M
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$119M -$11.1M -618,869 -9%
Morgan Stanley
4
Morgan Stanley
New York
$116M +$24.1M +1,342,644 +28%
Vanguard Group
5
Vanguard Group
Pennsylvania
$79.5M +$3.06M +169,991 +4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$59M +$2.64M +146,617 +5%
EA
7
Ecofin Advisors
United Kingdom
$48.1M -$2.68M -149,265 -6%
Deutsche Bank
8
Deutsche Bank
Germany
$45.5M -$15.3M -848,601 -26%
Ameriprise
9
Ameriprise
Minnesota
$42.6M +$2.64M +147,131 +7%
Invesco
10
Invesco
Georgia
$35.7M -$93.4K -5,197 -0.3%
Cohen & Steers
11
Cohen & Steers
New York
$32.4M -$8.24M -458,564 -21%
BIT
12
BlackRock Institutional Trust
California
$29M +$1.73M +96,092 +7%
BFA
13
BlackRock Fund Advisors
California
$27.5M -$88.3K -4,915 -0.3%
IIM
14
Intact Investment Management
Quebec, Canada
$27.2M +$6.97M +388,000 +54%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$26.2M -$445K -24,752 -2%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$23.6M +$279K +15,522 +1%
CCM
17
Crestwood Capital Management
New York
$21.4M +$2.06M +114,712 +11%
AR
18
Advisory Research
Illinois
$21.2M -$1.43M -79,620 -7%
Lazard Asset Management
19
Lazard Asset Management
New York
$20.9M +$6.56M +365,269 +50%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$19.5M +$3.36M +186,959 +22%
AAM
21
Advisors Asset Management
Colorado
$19.3M -$1.24M -68,822 -6%
State Street
22
State Street
Massachusetts
$17.7M +$221K +12,271 +1%
EAM
23
Eventide Asset Management
Massachusetts
$16.2M +$7.95M +442,550 +108%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$14.7M +$316K +17,587 +2%
BIC
25
Beach Investment Counsel
Pennsylvania
$14.6M +$211K +11,720 +2%

PEGI Hedge Fund Activity: Q1 2016 in Review

144 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Pattern Energy Group Inc. Class A (PEGI) for Q1 2016, worth a combined $1.8B — down 11% from $2.01B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of PEGI and 18 opened new positions — a net loss of 3 holders — while 44 trimmed existing stakes and 67 added.

The largest buyer was Morgan Stanley, adding an estimated $24.1M. The largest seller was Orange Capital, exiting entirely with an estimated $40.6M sold.

  • 144 institutional investors held Pattern Energy Group Inc. Class A (PEGI) as of Q1 2016, down from 147 in Q4 2015.
  • Funds reported $1.8B of Pattern Energy Group Inc. Class A stock for Q1 2016, down 11% quarter-over-quarter.
  • 18 funds opened new Pattern Energy Group Inc. Class A positions in Q1 2016 and 21 closed out, a net change of -3 holders.
  • The largest Pattern Energy Group Inc. Class A buyer in Q1 2016 was Morgan Stanley, an estimated $24.1M added.
  • The largest Pattern Energy Group Inc. Class A seller in Q1 2016 was Orange Capital, an estimated $40.6M sold.

Based on aggregated 13F filings for Q1 2016.