PDC Energy, Inc.
PDCEDelisted Aug 7, 2023- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0000077877
PDC Energy, Inc. was delisted on Aug 7, 2023; its insiders filed their last Form 4 on Aug 7, 2023; 365 institutions reported holding it in 13F filings for Q2 2023, worth $5.77B in total; superinvestors Harris Associates (Oakmark) and Soros Fund Management held it.
13F holders, Q1 2022
Institutional positions in PDC Energy, Inc. as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 354
- +56 vs. Q4 2021
- Shares held
- 94.0M
- −3.61M (−3.7%) vs. Q4 2021
- Total value
- $6.83B
- +$2.07B (+43.4%) vs. Q4 2021
- New holders
- 85
- 110 more added
- Sold out
- 29
- 133 more reduced
5 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PDCE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 1 | $1.20K |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 3 | $93.8K |
| Q2 2023 | 365 | $5.77B |
| Q1 2023 | 347 | $5.36B |
| Q4 2022 | 373 | $5.45B |
| Q3 2022 | 341 | $5.13B |
| Q2 2022 | 374 | $5.71B |
| Q1 2022 | 354 | $6.83B |
| Q4 2021 | 303 | $4.78B |
| Q3 2021 | 287 | $4.66B |
| Q2 2021 | 286 | $4.55B |
| Q1 2021 | 267 | $3.45B |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding PDC Energy, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 6 | $436 | 0.00% | −1,306−99.5% | Reduced |
| Canada Pension Plan Investment Board | 10 | $1.00K | 0.00% | −75,200−100.0% | Reduced |
| San Luis Wealth Advisors LLC | 23 | $1.00K | 0.00% | +23 | New |
| Schubert & Co | 29 | $2.00K | 0.00% | +7+31.8% | Added |
| JJJ Advisors Inc. | 24 | $2.00K | 0.00% | +24 | New |
| Disciplined Investments, LLC | 26 | $2.00K | 0.00% | +26 | New |
| Westchester Capital Management, Inc. | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 50 | $3.00K | 0.00% | +50 | New |
| Lindbrook Capital, LLC | 37 | $3.00K | 0.00% | +37 | New |
| Cordant, Inc. | 46 | $3.00K | 0.00% | +46 | New |
| Steward Partners Investment Advisory, LLC | 50 | $4.00K | 0.00% | −65−56.5% | Reduced |
| Miller Wealth Advisors, LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 60 | $4.00K | 0.00% | +60 | New |
| Glassman Wealth Services | 63 | $5.00K | 0.00% | −10−13.7% | Reduced |
| FourThought Financial, LLC | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 78 | $6.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 100 | $6.00K | 0.00% | +100 | New |
| Sageworth Trust Co | 94 | $7.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 90 | $7.00K | 0.00% | +58+181.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 121 | $9.00K | 0.00% | +121 | New |
| First Horizon Advisors, Inc. | 125 | $10.0K | 0.00% | −124−49.8% | Reduced |
| Massmutual Trust Co FSB | 153 | $11.0K | 0.00% | +10+7.0% | Added |
| Blue Bell Private Wealth Management, LLC | 170 | $12.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 172 | $13.0K | 0.00% | −40−18.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 175 | $13.0K | 0.00% | −35−16.7% | Reduced |
| National Bank of Canada | 185 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 180 | $13.0K | 0.00% | +180 | New |
| WR Wealth Planners, LLC | 200 | $14.5K | 0.01% | +200 | New |
| Pinebridge Investments, L.P. | 200 | $15.0K | 0.00% | −2,600−92.9% | Reduced |
| AdvisorNet Financial, Inc | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 207 | $15.0K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 213 | $15.0K | 0.00% | +213 | New |
| EverSource Wealth Advisors, LLC | 244 | $18.0K | 0.00% | −69−22.0% | Reduced |
| Riverview Trust Co | 256 | $19.0K | 0.01% | +256 | New |
| Allworth Financial LP | 283 | $21.0K | 0.00% | +5+1.8% | Added |
| Hantz Financial Services, Inc. | 296 | $22.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 300 | $22.0K | 0.01% | +300 | New |
| Sageworth Trust Co of South Dakota | 312 | $23.0K | 0.04% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 394 | $29.0K | 0.00% | +394 | New |
| Rockefeller Capital Management L.P. | 428 | $31.0K | 0.00% | −382−47.2% | Reduced |
| Signaturefd, LLC | 447 | $32.0K | 0.00% | −6−1.3% | Reduced |
| FinTrust Capital Advisors, LLC | 437 | $32.0K | 0.01% | +178+68.7% | Added |
| Geneos Wealth Management Inc. | 443 | $32.0K | 0.00% | +250+129.5% | Added |
| Parallel Advisors, LLC | 432 | $33.0K | 0.00% | −3−0.7% | Reduced |
| Nomura Asset Management Co Ltd | 490 | $35.6K | 0.00% | +490 | New |
| Oliver Lagore Vanvalin Investment Group | 500 | $36.0K | 0.02% | +500 | New |
| Spire Wealth Management | 505 | $37.0K | 0.00% | −7,960−94.0% | Reduced |
| Parkside Financial Bank & Trust | 506 | $37.0K | 0.01% | −402−44.3% | Reduced |
| Fieldpoint Private Securities, LLC | 525 | $38.0K | 0.01% | −5−0.9% | Reduced |
| Quadrant Capital Group LLC | 554 | $40.0K | 0.00% | +43+8.4% | Added |
| Private Capital Group, LLC | 563 | $41.0K | 0.01% | +21+3.9% | Added |
| Covestor Ltd | 631 | $46.0K | 0.03% | +491+350.7% | Added |
| Fifth Third Bancorp | 662 | $48.0K | 0.00% | +89+15.5% | Added |
| CWM, LLC | 705 | $51.0K | 0.00% | +386+121.0% | Added |
| State of Wyoming | 697 | $51.0K | 0.03% | +697 | New |
| Pittenger & Anderson Inc | 829 | $60.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 938 | $68.0K | 0.00% | −236,314−99.6% | Reduced |
| Proequities, Inc. | 1,017 | $74.0K | 0.01% | −5−0.5% | Reduced |
| Van Eck Associates Corp | 1,089 | $79.0K | 0.00% | +1,089 | New |
| Versant Capital Management, Inc | 1,140 | $83.0K | 0.03% | −351−23.5% | Reduced |
| Simplex Trading, LLC | 1,143 | $83.0K | 0.00% | −160−12.3% | Reduced |
| Archer Investment Corp | 1,455 | $105.7K | 0.04% | +1,455 | New |
| Vestcor Inc | 1,720 | $125.0K | 0.00% | 00.0% | Unchanged |
| South Dakota Investment Council | 1,980 | $144.0K | 0.00% | −25,700−92.8% | Reduced |
| Investors Research Corp | 2,210 | $161.0K | 0.05% | −726−24.7% | Reduced |
| Meeder Asset Management Inc | 2,239 | $161.0K | 0.01% | +2,239 | New |
| Neo Ivy Capital Management | 2,252 | $164.0K | 0.15% | +2,098+1,362.3% | Added |
| Dark Forest Capital Management LP | 2,292 | $167.0K | 0.04% | +2,263+7,803.4% | Added |
| USA Financial Portformulas Corp | 2,415 | $176.0K | 0.19% | +2,415 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 2,496 | $181.0K | 0.01% | +2,496 | New |
| Harvest Fund Management Co., Ltd | 2,539 | $184.0K | 0.04% | +2,274+858.1% | Added |
| Harbor Investment Advisory, LLC | 2,697 | $196.0K | 0.03% | 00.0% | Unchanged |
| Parametrica Management Ltd | 2,773 | $202.0K | 0.15% | +2,773 | New |
| Shepherd Kaplan Krochuk, LLC | 2,999 | $218.0K | 0.08% | +2,999 | New |
| Aaron Wealth Advisors | 16,280 | $224.0K | 0.00% | +16,280 | New |
| Forum Financial Management, LP | 3,159 | $229.0K | 0.01% | +3,159 | New |
| Gradient Investments LLC | 3,158 | $230.0K | 0.01% | +680+27.4% | Added |
| Magnetar Financial LLC | 3,162 | $230.0K | 0.00% | +3,162 | New |
| C M Bidwell & Associates Ltd | 3,175 | $231.0K | 0.15% | −825−20.6% | Reduced |
| Caption Management, LLC | 3,300 | $239.0K | 0.02% | +3,300 | New |
| Marks Group Wealth Management, Inc | 3,321 | $241.0K | 0.03% | +3,321 | New |
| IFP Advisors, Inc | 3,649 | $244.0K | 0.00% | +3,449+1,724.5% | Added |
| Balasa Dinverno & Foltz LLC | 3,480 | $253.0K | 0.02% | +3,480 | New |
| Y-Intercept (Hong Kong) Ltd | 3,536 | $257.0K | 0.06% | −4,255−54.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,681 | $268.0K | 0.05% | −490−11.7% | Reduced |
| CIBC Asset Management Inc | 3,886 | $282.0K | 0.00% | +3,886 | New |
| Greenleaf Trust | 4,030 | $293.0K | 0.00% | +4,030 | New |
| Creative Planning | 4,367 | $317.0K | 0.00% | −2,333−34.8% | Reduced |
| Quantitative Investment Management, LLC | 4,398 | $319.0K | 0.03% | +4,398 | New |
| Oberweis Asset Management Inc | 4,400 | $320.0K | 0.06% | 00.0% | Unchanged |
| Cetera Advisors LLC | 4,405 | $320.0K | 0.01% | +4,405 | New |
| Prudent Man Advisors, LLC | 4,414 | $321.0K | 0.13% | −356−7.5% | Reduced |
| Evergreen Capital Management LLC | 4,442 | $323.0K | 0.01% | +109+2.5% | Added |
| Walleye Trading LLC | 4,443 | $323.0K | 0.01% | +2,945+196.6% | Added |
| Cambria Investment Management, L.P. | 4,488 | $326.0K | 0.04% | +4,488 | New |
| EMC Capital Management | 4,781 | $333.0K | 0.24% | +4,781 | New |
| Quantamental Technologies LLC | 4,598 | $334.0K | 0.19% | +4,598 | New |
| Caxton Associates LP | 4,603 | $335.0K | 0.03% | −30−0.6% | Reduced |
| KBC Group NV | 4,667 | $339.0K | 0.00% | 00.0% | Unchanged |