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, Q4 2022
Institutional positions in PDC Energy, Inc. as of Dec 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
- 373
- +36 vs. Q3 2022
- Shares held
- 85.9M
- −2.83M (−3.2%) vs. Q3 2022
- Total value
- $5.45B
- +$321.3M (+6.3%) vs. Q3 2022
- New holders
- 67
- 123 more added
- Sold out
- 31
- 143 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding PDC Energy, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 945 | $67.0K | 0.00% | −2,169−69.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,016 | $64.5K | 0.00% | −1,142−52.9% | Reduced |
| CWM, LLC | 1,007 | $64.0K | 0.00% | +255+33.9% | Added |
| Archer Investment Corp | 955 | $60.6K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 935 | $59.4K | 0.00% | +82+9.6% | Added |
| EverSource Wealth Advisors, LLC | 853 | $54.1K | 0.01% | −592−41.0% | Reduced |
| Ronald Blue Trust, Inc. | 941 | $54.0K | 0.00% | +856+1,007.1% | Added |
| Pittenger & Anderson Inc | 829 | $52.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 826 | $52.4K | 0.00% | +76+10.1% | Added |
| Pinebridge Investments, L.P. | 769 | $48.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 626 | $39.7K | 0.01% | −41−6.1% | Reduced |
| JJJ Advisors Inc. | 579 | $38.3K | 0.01% | +251+76.5% | Added |
| Nomura Asset Management Co Ltd | 490 | $31.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 459 | $29.1K | 0.00% | +442+2,600.0% | Added |
| Belpointe Asset Management LLC | 425 | $27.0K | 0.00% | +425 | New |
| U.S. Capital Wealth Advisors, LLC | 415 | $26.3K | 0.00% | +415 | New |
| Natixis | 400 | $25.4K | 0.00% | +400 | New |
| Parkside Financial Bank & Trust | 395 | $25.1K | 0.01% | −255−39.2% | Reduced |
| Resurgent Financial Advisors LLC | 356 | $22.6K | 0.01% | +356 | New |
| Zions Bancorporation, N.A. | 331 | $21.0K | 0.00% | +331 | New |
| CoreCap Advisors, LLC | 325 | $20.6K | 0.00% | +325 | New |
| Allworth Financial LP | 306 | $19.4K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 396 | $16.1K | 0.00% | +396 | New |
| AdvisorNet Financial, Inc | 231 | $14.7K | 0.00% | +31+15.5% | Added |
| TCI Wealth Advisors, Inc. | 227 | $14.4K | 0.00% | +1+0.4% | Added |
| Money Concepts Capital Corp | 226 | $14.4K | 0.00% | −7,180−96.9% | Reduced |
| One Wealth Advisors, LLC | 224 | $14.2K | 0.00% | +224 | New |
| Blue Bell Private Wealth Management, LLC | 220 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 207 | $13.0K | 0.03% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 200 | $12.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 190 | $12.1K | 0.00% | +190 | New |
| Hantz Financial Services, Inc. | 184 | $12.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 185 | $11.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 178 | $11.0K | 0.00% | −16−8.2% | Reduced |
| Huntington National Bank | 150 | $9.52K | 0.00% | −32−17.6% | Reduced |
| Geneos Wealth Management Inc. | 150 | $9.52K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 149 | $9.46K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 120 | $7.62K | 0.00% | +60+100.0% | Added |
| Massmutual Trust Co FSB | 108 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 109 | $6.92K | 0.00% | +23+26.7% | Added |
| JFS Wealth Advisors, LLC | 101 | $6.41K | 0.00% | +11+12.2% | Added |
| Worth Asset Management, LLC | 100 | $6.35K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 96 | $6.09K | 0.00% | −1,618−94.4% | Reduced |
| FinTrust Capital Advisors, LLC | 87 | $5.52K | 0.00% | −346−79.9% | Reduced |
| ClariVest Asset Management LLC | 74 | $5.00K | 0.00% | −22−22.9% | Reduced |
| PFG Private Wealth Management, LLC | 81 | $5.00K | 0.00% | +81 | New |
| Lindbrook Capital, LLC | 72 | $4.57K | 0.00% | +61+554.5% | Added |
| Schubert & Co | 70 | $4.44K | 0.00% | +38+118.8% | Added |
| Glassman Wealth Services | 68 | $4.32K | 0.00% | +3+4.6% | Added |
| Comerica Securities,inc. | 67 | $4.25K | 0.00% | +67 | New |
| Jones Financial Companies LLLP | 60 | $4.00K | 0.00% | +60 | New |
| Farmers & Merchants Investments Inc | 43 | $2.73K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 43 | $2.73K | 0.00% | +20+87.0% | Added |
| Armstrong Advisory Group, Inc | 40 | $2.54K | 0.00% | +40 | New |
| First Horizon Advisors, Inc. | 28 | $1.78K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 27 | $1.71K | 0.00% | +7+35.0% | Added |
| M&R Capital Management Inc | 27 | $1.71K | 0.00% | +27 | New |
| SJS Investment Consulting Inc. | 26 | $1.65K | 0.00% | +1+4.0% | Added |
| Prestige Wealth Management Group LLC | 23 | $1.46K | 0.00% | −35−60.3% | Reduced |
| Global Retirement Partners, LLC | 22 | $1.39K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 16 | $1.02K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 15 | $952 | 0.00% | +1+7.1% | Added |
| Private Advisor Group, LLC | 12,619 | $801 | 0.00% | +926+7.9% | Added |
| Canada Pension Plan Investment Board | 10 | $635 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 10 | $635 | 0.00% | +10 | New |
| My Personal CFO, LLC | 8 | $508 | 0.00% | +8 | New |
| Wolff Wiese Magana LLC | 5 | $317 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 4 | $254 | 0.00% | −182−97.8% | Reduced |
| Glen Eagle Advisors, LLC | 4 | $254 | 0.00% | +4 | New |
| Silicon Valley Capital Partners | 2 | $122 | 0.00% | +2 | New |
| GWM Advisors LLC | 308 | $20 | 0.00% | +308 | New |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | −5−62.5% | Reduced |
| Steward Financial Group LLC | 11 | $0 | 0.00% | +11 | New |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −1,003,814−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −89,438−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −73,305−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −56,855−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −52,431−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −26,261−100.0% | Sold out |
| Sagefield Capital LP | 0 | $0 | 0.00% | −25,032−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −23,500−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −14,640−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −10,638−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −9,759−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −8,511−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −8,123−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −7,221−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −7,143−100.0% | Sold out |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 0 | $0 | 0.00% | −6,749−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −5,821−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −6,196−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −4,862−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −4,035−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −3,621−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −2,714−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −2,734−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −2,116−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −90−100.0% | Sold out |