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PWE

Penn West Energy Petroleum Ltd
PWE

Delisted

PWE was delisted on the 28th of June, 2017.

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238 hedge funds and large institutions have $1.67B invested in Penn West Energy Petroleum Ltd in 2013 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 89 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $29.5M | Put options by funds: $10.1M

0% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 33

6% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 89

2% less funds holding

Funds holding: 242 → 238 (-4)

32% less capital invested

Capital invested by funds: $2.46B → $1.67B (-$793M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
238
Holders Change
-4
Holders Change %
-1.65%
% of All Funds
6.91%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
33
Increased
84
Reduced
89
Closed
33
Calls
$29.5M
Puts
$10.1M
Net Calls
+$19.5M
Net Calls Change
-$14.1M

Top Buyers

Rank Fund Capital Flow
1
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$47.2M
2
CS
Credit Suisse
Switzerland
+$21.4M
3
FCG
FrontFour Capital Group
Connecticut
+$8.21M
4
GHF
Good Harbor Financial
Illinois
+$8.15M
5
MF
Magnetar Financial
Illinois
+$7.55M

Top Sellers

Rank Fund Capital Flow
1
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
-$33.7M
2
EAM
Edge Asset Management
Washington
-$33.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$31.5M
4
PIC
PCJ Investment Counsel
Ontario, Canada
-$23.5M
5
WHRC
W.H. Reaves & Co
New Jersey
-$12.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
QT
201
Quantbot Technologies
New York
$36K -$33.6K -3,507 -44%
M&T Bank
202
M&T Bank
New York
$33K – – –
FHA
203
First Horizon Advisors
Tennessee
$29K +$8.63K +900 +32%
GT
204
Glenmede Trust
Pennsylvania
$25K – – –
LWCFA
205
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K – – –
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$18K -$17.3K -1,800 -46%
MAA
207
Managed Account Advisors
New Jersey
$18K -$2.37K -247 -10%
CFA
208
Carroll Financial Associates
North Carolina
$17K – – –
HNB
209
Huntington National Bank
Ohio
$17K – – –
EWM
210
Elite Wealth Management
Washington
$17K +$19.3K +2,015 New
PAS
211
Partnervest Advisory Services
California
$15K -$959 -100 -5%
HIM
212
Hillsdale Investment Management
Ontario, Canada
$14K -$4.8K -500 -23%
NES
213
New England Securities
New York
$14K +$6.72K +700 +70%
ASN
214
Advisory Services Network
Georgia
$14K +$15.7K +1,641 New
PSI
215
Pinnacle Summer Investments
Virginia
$13K +$5.76K +600 +60%
BAM
216
Brave Asset Management
New Jersey
$13K +$15K +1,559 New
LFR
217
Lehman Financial Resources
Pennsylvania
$12K – – –
PTC
218
Private Trust Company
Ohio
$9K – – –
DSC
219
Duncker Streett & Co
Missouri
$8K – – –
FFC
220
First Financial Corp
Indiana
$8K – – –
JFA
221
JNBA Financial Advisors
Minnesota
$8K – – –
TSW
222
Thompson Siegel & Walmsley
Virginia
$8K – – –
OA
223
OFI Advisors
Pennsylvania
$8K +$1.95K +203 +26%
EWM
224
Evercore Wealth Management
New York
$7K – – –
Manulife (Manufacturers Life Insurance)
225
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.8K -$316K -32,958 -4%
7 8
9
10 11

PWE Hedge Fund Activity: Q4 2013 in Review

238 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Penn West Energy Petroleum Ltd (PWE) for Q4 2013, worth a combined $1.67B — down 32% from $2.46B a quarter earlier.

Fund positioning in PWE was balanced in Q4 2013: 33 funds opened new positions, 33 closed out, 84 added to existing stakes and 89 trimmed.

The largest buyer was CIBC Asset Management, adding an estimated $47.2M. The largest seller was Scheer Rowlett & Associates Investment Management, exiting entirely with an estimated $33.7M sold.

  • 238 institutional investors held Penn West Energy Petroleum Ltd (PWE) as of Q4 2013, down from 242 in Q3 2013.
  • Funds reported $1.67B of Penn West Energy Petroleum Ltd stock for Q4 2013, down 32% quarter-over-quarter.
  • 33 funds opened new Penn West Energy Petroleum Ltd positions in Q4 2013 and 33 closed out, a net change of 0 holders.
  • The largest Penn West Energy Petroleum Ltd buyer in Q4 2013 was CIBC Asset Management, an estimated $47.2M added.
  • The largest Penn West Energy Petroleum Ltd seller in Q4 2013 was Scheer Rowlett & Associates Investment Management, an estimated $33.7M sold.

Based on aggregated 13F filings for Q4 2013.