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PWE

Penn West Energy Petroleum Ltd
PWE

Delisted

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

207 hedge funds and large institutions have $388M invested in Penn West Energy Petroleum Ltd in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 70 increasing their positions, 66 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 66

6% less funds holding

Funds holding: 221207 (-14)

20% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 50

70% less capital invested

Capital invested by funds: $1.31B → $388M (-$921M)

70% less call options, than puts

Call options by funds: $7.3M | Put options by funds: $24.6M

100% less funds holding in top 10

Funds holding in top 10: 50 (-5)

Holders
207
Holders Change
-14
Holders Change %
-6.33%
% of All Funds
5.52%
Holding in Top 10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
New
40
Increased
70
Reduced
66
Closed
50
Calls
$7.3M
Puts
$24.6M
Net Calls
-$17.3M
Net Calls Change
-$22.6M
Name Holding Trade Value Shares
Change
Change in
Stake
First Eagle Investment Management
1
First Eagle Investment Management
New York
$55.3M -$35.7M -9,078,253 -25%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$45M +$17.3M +4,388,401 +25%
CIBC Asset Management
3
CIBC Asset Management
Ontario, Canada
$28.9M -$28.5M -7,233,111 -34%
KL
4
KGH Ltd
Bahamas
$21.9M +$36M +9,139,053 +730%
Millennium Management
5
Millennium Management
New York
$20.5M +$30.3M +7,691,638 +358%
Norges Bank
6
Norges Bank
Norway
$12M +$3.62M +918,071 +19%
Morgan Stanley
7
Morgan Stanley
New York
$11M +$13.6M +3,451,495 +186%
PCM
8
Proxima Capital Management
New York
$10.4M +$13.2M +3,350,000 +203%
TD Asset Management
9
TD Asset Management
Ontario, Canada
$10.4M -$13.9M -3,538,678 -42%
Public Sector Pension Investment Board (PSP Investments)
10
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.36M +$10.8M +2,742,000 +160%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$9M -$21.3M -5,410,965 -56%
GHF
12
Good Harbor Financial
Illinois
$8.01M -$11.9M -3,024,138 -44%
Toronto Dominion Bank
13
Toronto Dominion Bank
Ontario, Canada
$7.92M -$8.89M -2,258,182 -37%
APG Asset Management
14
APG Asset Management
Netherlands
$7.63M +$6.58M +1,672,128 +114%
IIM
15
Intact Investment Management
Quebec, Canada
$7.43M +$6.55M +1,664,000 +119%
DRZID
16
DePrince Race & Zollo Inc (DRZ)
Florida
$7.35M +$34.5K +8,750 +0.2%
FCG
17
FrontFour Capital Group
Connecticut
$6.46M +$1.36M +345,000 +12%
BIM
18
Bogle Investment Management
Massachusetts
$5.68M +$10.7M +2,707,550 +11,536%
GC
19
Guggenheim Capital
Illinois
$5.65M +$1.53M +389,693 +17%
Legal & General Group
20
Legal & General Group
United Kingdom
$5.53M +$597K +151,526 +6%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$4.52M +$3.24M +821,819 +61%
CS
22
Credit Suisse
Switzerland
$3.73M +$323K +82,101 +5%
Bank of Nova Scotia
23
Bank of Nova Scotia
Ontario, Canada
$3.31M -$5.39M -1,367,600 -46%
Swiss National Bank
24
Swiss National Bank
Switzerland
$3.19M +$231K +58,700 +4%
Invesco
25
Invesco
Georgia
$3M +$3.81M +968,034 +206%

PWE Hedge Fund Activity: Q4 2014 in Review

207 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Penn West Energy Petroleum Ltd (PWE) for Q4 2014, worth a combined $388M — down 70% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of PWE and 40 opened new positions — a net loss of 10 holders — while 66 trimmed existing stakes and 70 added.

The largest buyer was KGH Ltd, adding an estimated $36M. The largest seller was Magnetar Financial, exiting entirely with an estimated $51.1M sold.

  • 207 institutional investors held Penn West Energy Petroleum Ltd (PWE) as of Q4 2014, down from 221 in Q3 2014.
  • Funds reported $388M of Penn West Energy Petroleum Ltd stock for Q4 2014, down 70% quarter-over-quarter.
  • 40 funds opened new Penn West Energy Petroleum Ltd positions in Q4 2014 and 50 closed out, a net change of -10 holders.
  • The largest Penn West Energy Petroleum Ltd buyer in Q4 2014 was KGH Ltd, an estimated $36M added.
  • The largest Penn West Energy Petroleum Ltd seller in Q4 2014 was Magnetar Financial, an estimated $51.1M sold.

Based on aggregated 13F filings for Q4 2014.