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PEGI

Pattern Energy Group Inc. Class A
PEGI

Delisted

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

162 hedge funds and large institutions have $2.19B invested in Pattern Energy Group Inc. Class A in 2016 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 74 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

95% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 38

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

22% more capital invested

Capital invested by funds: $1.8B → $2.19B (+$395M)

13% more funds holding

Funds holding: 144162 (+18)

16% less call options, than puts

Call options by funds: $6.39M | Put options by funds: $7.57M

Holders
162
Holders Change
+18
Holders Change %
+12.5%
% of All Funds
4.32%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
33
Increased
74
Reduced
38
Closed
12
Calls
$6.39M
Puts
$7.57M
Net Calls
-$1.18M
Net Calls Change
-$1.81M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carlyle Group
District of Columbia
$390M
RH
2
Riverstone Holdings
New York
$390M
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$144M +$1.53M +73,800 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$100M +$4.17M +200,747 +5%
Morgan Stanley
5
Morgan Stanley
New York
$91.1M -$44.1M -2,124,079 -35%
Deutsche Bank
6
Deutsche Bank
Germany
$76.7M +$19.8M +953,364 +40%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$63.6M -$6.75M -324,864 -10%
Cohen & Steers
8
Cohen & Steers
New York
$54.3M +$13.8M +666,523 +39%
Ameriprise
9
Ameriprise
Minnesota
$51.2M -$127K -6,110 -0.3%
EA
10
Ecofin Advisors
United Kingdom
$46.8M -$9.99M -481,006 -19%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$37.5M +$5.36M +258,026 +19%
BFA
12
BlackRock Fund Advisors
California
$35.1M +$1.73M +83,290 +6%
BIT
13
BlackRock Institutional Trust
California
$34.6M -$296K -14,244 -0.9%
BIC
14
Beach Investment Counsel
Pennsylvania
$32.3M +$13.2M +637,498 +83%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$31.5M +$7.27M +350,136 +34%
Lazard Asset Management
16
Lazard Asset Management
New York
$28.8M +$3.31M +159,433 +15%
AR
17
Advisory Research
Illinois
$23.5M -$1.87M -89,820 -8%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$23.1M -$4.87M -234,648 -19%
AAM
19
Advisors Asset Management
Colorado
$23M -$215K -10,338 -1%
Millennium Management
20
Millennium Management
New York
$22.9M +$9.89M +476,375 +92%
AAP
21
Ardsley Advisory Partners
Connecticut
$22.4M +$8.54M +411,000 +73%
State Street
22
State Street
Massachusetts
$21.1M -$171K -8,214 -0.9%
IIM
23
Intact Investment Management
Quebec, Canada
$20.5M -$8.41M -405,000 -36%
EAM
24
Eventide Asset Management
Massachusetts
$19.8M +$187K +9,000 +1%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$19.4M +$1.57M +75,502 +10%

PEGI Hedge Fund Activity: Q2 2016 in Review

162 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Pattern Energy Group Inc. Class A (PEGI) for Q2 2016, worth a combined $2.19B — up 22% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PEGI positions and 12 closed out — a net gain of 21 holders — while 74 added to existing stakes and 38 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $19.8M. The largest seller was Morgan Stanley, cutting an estimated $44.1M.

  • 162 institutional investors held Pattern Energy Group Inc. Class A (PEGI) as of Q2 2016, up from 144 in Q1 2016.
  • Funds reported $2.19B of Pattern Energy Group Inc. Class A stock for Q2 2016, up 22% quarter-over-quarter.
  • 33 funds opened new Pattern Energy Group Inc. Class A positions in Q2 2016 and 12 closed out, a net change of +21 holders.
  • The largest Pattern Energy Group Inc. Class A buyer in Q2 2016 was Deutsche Bank, an estimated $19.8M added.
  • The largest Pattern Energy Group Inc. Class A seller in Q2 2016 was Morgan Stanley, an estimated $44.1M sold.

Based on aggregated 13F filings for Q2 2016.