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PEGI

Pattern Energy Group Inc. Class A
PEGI

Delisted

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

186 hedge funds and large institutions have $1.93B invested in Pattern Energy Group Inc. Class A in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

2% more funds holding

Funds holding: 183186 (+3)

10% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 69

12% less capital invested

Capital invested by funds: $2.21B → $1.93B (-$271M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

79% less call options, than puts

Call options by funds: $1.25M | Put options by funds: $5.97M

Holders
186
Holders Change
+3
Holders Change %
+1.64%
% of All Funds
4.64%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
23
Increased
62
Reduced
69
Closed
20
Calls
$1.25M
Puts
$5.97M
Net Calls
-$4.72M
Net Calls Change
+$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
1
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$205M
RH
2
Riverstone Holdings
New York
$185M -$231M -9,285,300 -55%
CG
3
Carlyle Group
District of Columbia
$185M -$14.5M -585,300 -7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$157M +$15.9M +639,092 +11%
BlackRock
5
BlackRock
New York
$127M +$2.97M +119,702 +2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$94.5M +$44.2M +1,780,512 +83%
CI Investments Inc
7
CI Investments Inc
Ontario, Canada
$69M -$67.1K -2,700 -0.1%
Cohen & Steers
8
Cohen & Steers
New York
$58.2M +$12.2M +490,987 +26%
Morgan Stanley
9
Morgan Stanley
New York
$54.9M -$5.45M -219,388 -9%
BIC
10
Beach Investment Counsel
Pennsylvania
$47.4M -$172K -6,944 -0.4%
CIA
11
ClearBridge Investments (Australia)
Australia
$44.3M +$45.7M +1,839,319 New
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$42.6M +$2.69M +108,341 +7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$38.6M -$163K -6,569 -0.4%
State Street
14
State Street
Massachusetts
$35.9M +$1.43M +57,723 +4%
Lazard Asset Management
15
Lazard Asset Management
New York
$32.4M -$4.16M -167,544 -11%
AAM
16
Advisors Asset Management
Colorado
$29.1M -$1.55M -62,233 -5%
MRCP
17
Maple Rock Capital Partners
Ontario, Canada
$24.8M
Norges Bank
18
Norges Bank
Norway
$24.5M +$1.53M +61,438 +6%
EAM
19
Eventide Asset Management
Massachusetts
$21.6M +$224K +9,000 +1%
Northern Trust
20
Northern Trust
Illinois
$20.7M -$149K -6,016 -0.7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$18.9M -$5.04M -202,750 -21%
JP Morgan Chase
22
JP Morgan Chase
New York
$17.9M -$1.82M -73,425 -9%
EA
23
Ecofin Advisors
United Kingdom
$16.4M -$402K -16,184 -2%
TA
24
Teachers Advisors
New York
$16.3M -$27K -1,088 -0.2%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$15.3M -$643K -25,901 -4%

PEGI Hedge Fund Activity: Q3 2017 in Review

186 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Pattern Energy Group Inc. Class A (PEGI) for Q3 2017, worth a combined $1.93B — down 12% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PEGI positions and 20 closed out — a net gain of 3 holders — while 62 added to existing stakes and 69 trimmed.

The largest buyer was ClearBridge Investments (Australia), opening a new position worth an estimated $45.7M. The largest seller was Riverstone Holdings, cutting an estimated $231M.

  • 186 institutional investors held Pattern Energy Group Inc. Class A (PEGI) as of Q3 2017, up from 183 in Q2 2017.
  • Funds reported $1.93B of Pattern Energy Group Inc. Class A stock for Q3 2017, down 12% quarter-over-quarter.
  • 23 funds opened new Pattern Energy Group Inc. Class A positions in Q3 2017 and 20 closed out, a net change of +3 holders.
  • The largest Pattern Energy Group Inc. Class A buyer in Q3 2017 was ClearBridge Investments (Australia), an estimated $45.7M added.
  • The largest Pattern Energy Group Inc. Class A seller in Q3 2017 was Riverstone Holdings, an estimated $231M sold.

Based on aggregated 13F filings for Q3 2017.