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, Q2 2022
Institutional positions in PDC Energy, Inc. as of Jun 30, 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
- 374
- +25 vs. Q1 2022
- Shares held
- 92.6M
- −728.6K (−0.8%) vs. Q1 2022
- Total value
- $5.71B
- −$1.07B (−15.7%) vs. Q1 2022
- New holders
- 79
- 124 more added
- Sold out
- 54
- 135 more reduced
5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding PDC Energy, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Emerald Mutual Fund Advisers Trust | 2,126 | $131.0K | 0.01% | +2,126 | New |
| Harbor Investment Advisory, LLC | 1,776 | $109.0K | 0.02% | −921−34.1% | Reduced |
| Van Eck Associates Corp | 1,663 | $102.0K | 0.00% | +574+52.7% | Added |
| Lazard Asset Management LLC | 1,397 | $86.0K | 0.00% | +1,217+676.1% | Added |
| Aquatic Capital Management LLC | 1,200 | $74.0K | 0.02% | +1,200 | New |
| Pacer Advisors, Inc. | 1,149 | $71.0K | 0.00% | +211+22.5% | Added |
| Meeder Asset Management Inc | 1,128 | $70.0K | 0.00% | −1,111−49.6% | Reduced |
| Versant Capital Management, Inc | 1,138 | $70.0K | 0.03% | −2−0.2% | Reduced |
| State of Wyoming | 1,067 | $66.0K | 0.04% | +370+53.1% | Added |
| Proequities, Inc. | 1,020 | $63.0K | 0.01% | +3+0.3% | Added |
| Pinebridge Investments, L.P. | 1,015 | $63.0K | 0.00% | +815+407.5% | Added |
| CoreCap Advisors, LLC | 974 | $60.0K | 0.00% | +974 | New |
| Archer Investment Corp | 955 | $58.8K | 0.02% | −500−34.4% | Reduced |
| Covestor Ltd | 924 | $57.0K | 0.05% | +293+46.4% | Added |
| Signaturefd, LLC | 871 | $54.0K | 0.00% | +424+94.9% | Added |
| Pittenger & Anderson Inc | 829 | $51.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 813 | $50.0K | 0.00% | +381+88.2% | Added |
| CWM, LLC | 752 | $46.0K | 0.00% | +47+6.7% | Added |
| Rockefeller Capital Management L.P. | 718 | $44.0K | 0.00% | +290+67.8% | Added |
| Fifth Third Bancorp | 690 | $43.0K | 0.00% | +28+4.2% | Added |
| Quadrant Capital Group LLC | 600 | $37.0K | 0.00% | +46+8.3% | Added |
| Parkside Financial Bank & Trust | 570 | $35.0K | 0.01% | +64+12.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 500 | $31.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 528 | $31.0K | 0.01% | +91+20.8% | Added |
| Nomura Asset Management Co Ltd | 490 | $30.2K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 473 | $29.0K | 0.02% | −90−16.0% | Reduced |
| Geneos Wealth Management Inc. | 443 | $27.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 357 | $22.0K | 0.00% | −37−9.4% | Reduced |
| Allworth Financial LP | 337 | $21.0K | 0.00% | +54+19.1% | Added |
| Sageworth Trust Co of South Dakota | 264 | $16.0K | 0.03% | −48−15.4% | Reduced |
| Riverview Trust Co | 256 | $16.0K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 251 | $15.0K | 0.00% | −45−15.2% | Reduced |
| EverSource Wealth Advisors, LLC | 234 | $14.0K | 0.00% | −10−4.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 220 | $14.0K | 0.00% | +50+29.4% | Added |
| TCI Wealth Advisors, Inc. | 207 | $13.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 200 | $12.3K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 194 | $12.0K | 0.00% | +194 | New |
| National Bank of Canada | 185 | $11.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 177 | $11.0K | 0.02% | +177 | New |
| Crewe Advisors LLC | 186 | $11.0K | 0.00% | +186 | New |
| Huntington National Bank | 170 | $10.0K | 0.00% | +170 | New |
| Patriot Financial Group Insurance Agency, LLC | 144 | $9.00K | 0.00% | −31−17.7% | Reduced |
| Massmutual Trust Co FSB | 153 | $9.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 148 | $9.00K | 0.00% | +27+22.3% | Added |
| Fieldpoint Private Securities, LLC | 125 | $8.00K | 0.00% | −400−76.2% | Reduced |
| First Horizon Advisors, Inc. | 151 | $8.00K | 0.00% | +26+20.8% | Added |
| JFS Wealth Advisors, LLC | 106 | $7.00K | 0.00% | +16+17.8% | Added |
| Exchange Traded Concepts, LLC | 108 | $7.00K | 0.00% | +108 | New |
| Bell Investment Advisors, Inc | 109 | $7.00K | 0.00% | +109 | New |
| Howe & Rusling Inc | 90 | $6.00K | 0.00% | −82−47.7% | Reduced |
| Worth Asset Management, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 96 | $6.00K | 0.00% | +72+300.0% | Added |
| Halpern Financial, Inc. | 82 | $5.05K | 0.00% | +82 | New |
| BDO Wealth Advisors, LLC | 78 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 69 | $4.00K | 0.00% | +6+9.5% | Added |
| Miller Wealth Advisors, LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 69 | $4.00K | 0.00% | +19+38.0% | Added |
| Schubert & Co | 61 | $4.00K | 0.00% | +32+110.3% | Added |
| ACG Wealth | 63 | $4.00K | 0.00% | +63 | New |
| Heritage Wealth Management, LLC | 60 | $3.70K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 52 | $3.00K | 0.00% | +15+40.5% | Added |
| Ronald Blue Trust, Inc. | 48 | $3.00K | 0.00% | +48 | New |
| Prestige Wealth Management Group LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 28 | $2.00K | 0.00% | +2+7.7% | Added |
| Steward Financial Group LLC | 37 | $2.00K | 0.00% | +37 | New |
| Canada Pension Plan Investment Board | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 21 | $1.00K | 0.00% | +21 | New |
| Northwestern Mutual Wealth Management Co | 15 | $1.00K | 0.00% | +15 | New |
| Parallax Volatility Advisers, L.P. | 22 | $1.00K | 0.00% | +22 | New |
| Leonteq Securities AG | 14 | $863 | 0.00% | +14 | New |
| Sutton Wealth Advisors Inc. | 11 | $678 | 0.00% | +5+83.3% | Added |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −91,031−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −79,176−100.0% | Sold out |
| Soviero Asset Management, LP | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −47,723−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −35,353−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −30,128−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −24,912−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −21,172−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −20,730−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −17,983−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −15,414−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −11,787−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −11,387−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −10,620−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −8,812−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −8,320−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −7,852−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,751−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −6,746−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −6,703−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −6,312−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −6,189−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −6,081−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −5,834−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,710−100.0% | Sold out |