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PEGI

Pattern Energy Group Inc. Class A
PEGI

Delisted

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

174 hedge funds and large institutions have $1.89B invested in Pattern Energy Group Inc. Class A in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 49

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

4% more funds holding

Funds holding: 168174 (+6)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

17% less capital invested

Capital invested by funds: $2.29B → $1.89B (-$399M)

24% less call options, than puts

Call options by funds: $4.88M | Put options by funds: $6.4M

Holders
174
Holders Change
+6
Holders Change %
+3.57%
% of All Funds
4.35%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.23%
New
34
Increased
70
Reduced
49
Closed
25
Calls
$4.88M
Puts
$6.4M
Net Calls
-$1.52M
Net Calls Change
+$8.57M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carlyle Group
District of Columbia
$322M
RH
2
Riverstone Holdings
New York
$322M
Vanguard Group
3
Vanguard Group
Pennsylvania
$105M +$3.43M +166,952 +3%
Morgan Stanley
4
Morgan Stanley
New York
$96.1M +$10.7M +521,895 +11%
CI Investments Inc
5
CI Investments Inc
Ontario, Canada
$86.2M -$50.8M -2,472,850 -35%
Cohen & Steers
6
Cohen & Steers
New York
$47.8M +$488K +23,721 +1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$43.4M +$18.3M +888,100 +63%
Ameriprise
8
Ameriprise
Minnesota
$42.6M -$199K -9,692 -0.4%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$41.4M -$8.1M -394,262 -15%
BFA
10
BlackRock Fund Advisors
California
$41.3M +$6.8M +330,830 +18%
EA
11
Ecofin Advisors
United Kingdom
$39.9M +$8.54M +415,727 +25%
Deutsche Bank
12
Deutsche Bank
Germany
$37.1M -$19.4M -942,182 -33%
BIT
13
BlackRock Institutional Trust
California
$36.4M +$2.73M +133,026 +7%
BIC
14
Beach Investment Counsel
Pennsylvania
$32.3M +$2.39M +116,303 +7%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$30.4M +$693K +33,720 +2%
AR
16
Advisory Research
Illinois
$28.4M +$9.23M +449,043 +43%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$28.1M +$10.8M +526,486 +55%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$26.5M +$3.8M +184,953 +15%
AAM
19
Advisors Asset Management
Colorado
$23.1M +$551K +26,827 +2%
IIM
20
Intact Investment Management
Quebec, Canada
$23.1M +$3.88M +188,900 +26%
State Street
21
State Street
Massachusetts
$23.1M +$1.64M +79,750 +7%
Millennium Management
22
Millennium Management
New York
$20.7M -$4.41M -214,551 -16%
Lazard Asset Management
23
Lazard Asset Management
New York
$20.6M +$4.74M +230,597 +27%
MRCP
24
Maple Rock Capital Partners
Ontario, Canada
$19.6M +$6.17M +300,000 +41%
EAM
25
Eventide Asset Management
Massachusetts
$16.7M +$20.6K +1,000 +0.1%

PEGI Hedge Fund Activity: Q4 2016 in Review

174 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Pattern Energy Group Inc. Class A (PEGI) for Q4 2016, worth a combined $1.89B — down 17% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PEGI positions and 25 closed out — a net gain of 9 holders — while 70 added to existing stakes and 49 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $18.3M. The largest seller was CI Investments Inc, cutting an estimated $50.8M.

  • 174 institutional investors held Pattern Energy Group Inc. Class A (PEGI) as of Q4 2016, up from 168 in Q3 2016.
  • Funds reported $1.89B of Pattern Energy Group Inc. Class A stock for Q4 2016, down 17% quarter-over-quarter.
  • 34 funds opened new Pattern Energy Group Inc. Class A positions in Q4 2016 and 25 closed out, a net change of +9 holders.
  • The largest Pattern Energy Group Inc. Class A buyer in Q4 2016 was Fidelity Investments, an estimated $18.3M added.
  • The largest Pattern Energy Group Inc. Class A seller in Q4 2016 was CI Investments Inc, an estimated $50.8M sold.

Based on aggregated 13F filings for Q4 2016.