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PEGI

Pattern Energy Group Inc. Class A
PEGI

Delisted

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

167 hedge funds and large institutions have $1.95B invested in Pattern Energy Group Inc. Class A in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 47

4% more capital invested

Capital invested by funds: $1.89B → $1.95B (+$67.4M)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

4% less funds holding

Funds holding: 174167 (-7)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

65% less call options, than puts

Call options by funds: $6.03M | Put options by funds: $17.1M

Holders
167
Holders Change
-7
Holders Change %
-4.02%
% of All Funds
4.16%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.2%
New
19
Increased
70
Reduced
47
Closed
20
Calls
$6.03M
Puts
$17.1M
Net Calls
-$11M
Net Calls Change
-$9.52M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carlyle Group
District of Columbia
$341M
RH
2
Riverstone Holdings
New York
$341M
Vanguard Group
3
Vanguard Group
Pennsylvania
$117M +$6.42M +321,163 +6%
BlackRock
4
BlackRock
New York
$101M +$98.8M +4,944,740 +5,998%
Morgan Stanley
5
Morgan Stanley
New York
$77.7M -$24M -1,202,309 -24%
CI Investments Inc
6
CI Investments Inc
Ontario, Canada
$57.6M -$33.6M -1,681,300 -37%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$49.8M +$5.87M +293,671 +13%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$49.2M +$3.11M +155,900 +7%
BC
9
Brookfield Corp
Ontario, Canada
$45.1M +$40.2M +2,014,500 +888%
Deutsche Bank
10
Deutsche Bank
Germany
$41.5M +$2.12M +105,959 +5%
BIC
11
Beach Investment Counsel
Pennsylvania
$39.7M +$5.5M +275,190 +16%
Cohen & Steers
12
Cohen & Steers
New York
$38.3M -$12.4M -618,371 -25%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$32.2M -$45.5K -2,276 -0.1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$31.3M +$1.41M +70,649 +5%
AR
15
Advisory Research
Illinois
$31.2M +$1.05M +52,760 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$28.7M +$629K +31,487 +2%
EA
17
Ecofin Advisors
United Kingdom
$27.5M -$14.7M -735,158 -35%
IIM
18
Intact Investment Management
Quebec, Canada
$27.2M +$2.08M +104,100 +11%
State Street
19
State Street
Massachusetts
$26.6M +$2.11M +105,749 +9%
AAP
20
Ardsley Advisory Partners
Connecticut
$25.7M +$8.27M +414,000 +48%
AAM
21
Advisors Asset Management
Colorado
$25.7M +$1.19M +59,427 +5%
MRCP
22
Maple Rock Capital Partners
Ontario, Canada
$20.7M
EAM
23
Eventide Asset Management
Massachusetts
$17.9M +$180K +9,000 +1%
Lazard Asset Management
24
Lazard Asset Management
New York
$17.9M -$3.9M -195,317 -18%
Northern Trust
25
Northern Trust
Illinois
$16.8M +$113K +5,679 +0.7%

PEGI Hedge Fund Activity: Q1 2017 in Review

167 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Pattern Energy Group Inc. Class A (PEGI) for Q1 2017, worth a combined $1.95B — up 3.6% from $1.89B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of PEGI and 19 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 70 added.

The largest buyer was BlackRock, adding an estimated $98.8M. The largest seller was Ameriprise, cutting an estimated $43M.

  • 167 institutional investors held Pattern Energy Group Inc. Class A (PEGI) as of Q1 2017, down from 174 in Q4 2016.
  • Funds reported $1.95B of Pattern Energy Group Inc. Class A stock for Q1 2017, up 3.6% quarter-over-quarter.
  • 19 funds opened new Pattern Energy Group Inc. Class A positions in Q1 2017 and 20 closed out, a net change of -1 holder.
  • The largest Pattern Energy Group Inc. Class A buyer in Q1 2017 was BlackRock, an estimated $98.8M added.
  • The largest Pattern Energy Group Inc. Class A seller in Q1 2017 was Ameriprise, an estimated $43M sold.

Based on aggregated 13F filings for Q1 2017.