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PTRA

Proterra Inc. Common Stock

Delisted

PTRA was delisted on the 16th of August, 2023.

177 hedge funds and large institutions have $675M invested in Proterra Inc. Common Stock in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more call options, than puts

Call options by funds: $6.28M | Put options by funds: $1.76M

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

39% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 44

11% more capital invested

Capital invested by funds: $609M → $675M (+$65.6M)

5% more funds holding

Funds holding: 168177 (+9)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
177
Holders Change
+9
Holders Change %
+5.36%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
61
Reduced
44
Closed
15
Calls
$6.28M
Puts
$1.76M
Net Calls
+$4.52M
Net Calls Change
+$374K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$155M +$22.2M +3,963,236 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$94.3M +$3M +535,055 +3%
BlackRock
3
BlackRock
New York
$69M +$613K +109,357 +0.8%
TPL
4
Tao Pro LLC
California
$57.4M
CIM
5
Cowen Investment Management
New York
$52.7M
Winslow Capital Management
6
Winslow Capital Management
Minnesota
$27.4M -$93.2K -16,626 -0.3%
GIM
7
Generation Investment Management
United Kingdom
$25.8M
State Street
8
State Street
Massachusetts
$23.8M +$1.62M +288,518 +6%
BNP Paribas Asset Management
9
BNP Paribas Asset Management
France
$23.4M +$2.03M +361,725 +8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$19.2M +$967K +172,472 +5%
SFM
11
Soros Fund Management
New York
$12.5M -$1.68M -300,000 -11%
Northern Trust
12
Northern Trust
Illinois
$9.57M -$37.7K -6,730 -0.3%
First Trust Advisors
13
First Trust Advisors
Illinois
$7.48M -$453K -80,720 -5%
Charles Schwab
14
Charles Schwab
California
$7.33M +$336K +60,003 +4%
AA
15
ALPS Advisors
Colorado
$6.71M +$171K +30,507 +2%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$4.65M +$178K +31,757 +4%
VIP
17
Vantage Investment Partners
Missouri
$4.41M
Point72 Asset Management
18
Point72 Asset Management
Connecticut
$4.09M +$677K +120,677 +17%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$4.01M +$408K +72,787 +10%
N
20
Nuveen
North Carolina
$3.56M -$77.9K -13,897 -2%
JP Morgan Chase
21
JP Morgan Chase
New York
$3.41M +$24K +4,272 +0.6%
Invesco
22
Invesco
Georgia
$3.06M +$80K +14,275 +2%
SC
23
Sepio Capital
Utah
$2.78M +$3.13M +558,069 New
SW
24
SVB Wealth
Massachusetts
$2.25M +$2.02M +360,115 +392%
Swiss National Bank
25
Swiss National Bank
Switzerland
$2.11M +$56.1K +10,000 +2%

PTRA Hedge Fund Activity: Q3 2022 in Review

177 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Proterra Inc. Common Stock (PTRA) for Q3 2022, worth a combined $675M — up 11% from $609M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PTRA positions and 15 closed out — a net gain of 10 holders — while 61 added to existing stakes and 44 trimmed.

The largest buyer was Franklin Resources, adding an estimated $22.2M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $5.66M.

  • 177 institutional investors held Proterra Inc. Common Stock (PTRA) as of Q3 2022, up from 168 in Q2 2022.
  • Funds reported $675M of Proterra Inc. Common Stock stock for Q3 2022, up 11% quarter-over-quarter.
  • 25 funds opened new Proterra Inc. Common Stock positions in Q3 2022 and 15 closed out, a net change of +10 holders.
  • The largest Proterra Inc. Common Stock buyer in Q3 2022 was Franklin Resources, an estimated $22.2M added.
  • The largest Proterra Inc. Common Stock seller in Q3 2022 was CAPTRUST Financial Advisors, an estimated $5.66M sold.

Based on aggregated 13F filings for Q3 2022.