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PEGI

Pattern Energy Group Inc. Class A
PEGI

Delisted

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

168 hedge funds and large institutions have $2.29B invested in Pattern Energy Group Inc. Class A in 2016 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 83 increasing their positions, 36 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 36

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

4% more funds holding

Funds holding: 162168 (+6)

4% more capital invested

Capital invested by funds: $2.19B → $2.29B (+$93.9M)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

64% less call options, than puts

Call options by funds: $5.61M | Put options by funds: $15.7M

Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
4.48%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
31
Increased
83
Reduced
36
Closed
23
Calls
$5.61M
Puts
$15.7M
Net Calls
-$10.1M
Net Calls Change
-$8.91M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carlyle Group
District of Columbia
$381M
RH
2
Riverstone Holdings
New York
$381M
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$158M +$17.2M +724,343 +12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$120M +$23.2M +973,439 +22%
Morgan Stanley
5
Morgan Stanley
New York
$102M +$13.7M +576,451 +15%
Deutsche Bank
6
Deutsche Bank
Germany
$65.2M -$10.5M -439,904 -13%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$57.9M -$4.62M -194,199 -7%
Cohen & Steers
8
Cohen & Steers
New York
$56.1M +$3.09M +130,018 +5%
Ameriprise
9
Ameriprise
Minnesota
$50.7M +$633K +26,600 +1%
Adage Capital Partners
10
Adage Capital Partners
Massachusetts
$47.2M +$44.8M +1,883,059 +868%
BFA
11
BlackRock Fund Advisors
California
$41.5M +$7.6M +319,459 +21%
BIT
12
BlackRock Institutional Trust
California
$40.1M +$6.64M +278,977 +19%
EA
13
Ecofin Advisors
United Kingdom
$38M -$8.36M -351,198 -17%
BIC
14
Beach Investment Counsel
Pennsylvania
$35.6M +$4.25M +178,615 +13%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$35.3M +$4.63M +194,387 +14%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$31.5M +$9.39M +394,479 +39%
Millennium Management
17
Millennium Management
New York
$29.4M +$7.37M +309,430 +31%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$27.2M -$10.1M -422,720 -26%
AAM
19
Advisors Asset Management
Colorado
$26.8M +$4.46M +187,484 +19%
State Street
20
State Street
Massachusetts
$25.5M +$5.18M +217,451 +24%
AR
21
Advisory Research
Illinois
$23.6M +$612K +25,695 +3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$21.5M +$2.62M +110,128 +13%
IIM
23
Intact Investment Management
Quebec, Canada
$21.3M +$576K +24,200 +3%
EAM
24
Eventide Asset Management
Massachusetts
$19.8M +$464K +19,500 +2%
Lazard Asset Management
25
Lazard Asset Management
New York
$19.2M -$9.51M -399,326 -32%

PEGI Hedge Fund Activity: Q3 2016 in Review

168 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Pattern Energy Group Inc. Class A (PEGI) for Q3 2016, worth a combined $2.29B — up 4.3% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PEGI positions and 23 closed out — a net gain of 8 holders — while 83 added to existing stakes and 36 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $44.8M. The largest seller was Deutsche Bank, cutting an estimated $10.5M.

  • 168 institutional investors held Pattern Energy Group Inc. Class A (PEGI) as of Q3 2016, up from 162 in Q2 2016.
  • Funds reported $2.29B of Pattern Energy Group Inc. Class A stock for Q3 2016, up 4.3% quarter-over-quarter.
  • 31 funds opened new Pattern Energy Group Inc. Class A positions in Q3 2016 and 23 closed out, a net change of +8 holders.
  • The largest Pattern Energy Group Inc. Class A buyer in Q3 2016 was Adage Capital Partners, an estimated $44.8M added.
  • The largest Pattern Energy Group Inc. Class A seller in Q3 2016 was Deutsche Bank, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2016.