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 2023
Institutional positions in PDC Energy, Inc. as of Mar 31, 2023. 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
- 347
- −22 vs. Q4 2022
- Shares held
- 83.4M
- −2.30M (−2.7%) vs. Q4 2022
- Total value
- $5.36B
- −$85.1M (−1.6%) vs. Q4 2022
- New holders
- 37
- 115 more added
- Sold out
- 59
- 146 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding PDC Energy, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 227 | $14.6K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 207 | $13.3K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 201 | $12.9K | 0.00% | −30−13.0% | Reduced |
| WR Wealth Planners, LLC | 200 | $12.8K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 200 | $12.8K | 0.00% | +200 | New |
| Hantz Financial Services, Inc. | 184 | $12.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 185 | $11.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 166 | $10.7K | 0.00% | −24−12.6% | Reduced |
| Private Trust Co NA | 154 | $9.88K | 0.00% | −24−13.5% | Reduced |
| Geneos Wealth Management Inc. | 150 | $9.63K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 149 | $9.56K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 115 | $7.38K | 0.00% | +43+59.7% | Added |
| Global Wealth Strategies & Associates | 113 | $7.26K | 0.00% | +113 | New |
| Blue Bell Private Wealth Management, LLC | 110 | $7.06K | 0.00% | −110−50.0% | Reduced |
| Massmutual Trust Co FSB | 102 | $6.55K | 0.00% | −6−5.6% | Reduced |
| Worth Asset Management, LLC | 100 | $6.42K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 99 | $6.35K | 0.00% | −2−2.0% | Reduced |
| Steward Financial Group LLC | 94 | $6.00K | 0.00% | +83+754.5% | Added |
| FinTrust Capital Advisors, LLC | 87 | $5.52K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 71 | $5.00K | 0.00% | −3−4.1% | Reduced |
| Glassman Wealth Services | 76 | $4.88K | 0.00% | +8+11.8% | Added |
| Parkside Financial Bank & Trust | 71 | $4.56K | 0.00% | −324−82.0% | Reduced |
| Leonteq Securities AG | 67 | $4.30K | 0.00% | +51+318.8% | Added |
| Schubert & Co | 62 | $3.98K | 0.00% | −8−11.4% | Reduced |
| Quent Capital, LLC | 58 | $3.72K | 0.00% | +15+34.9% | Added |
| Global Retirement Partners, LLC | 59 | $3.58K | 0.00% | +37+168.2% | Added |
| IFP Advisors, Inc | 45 | $2.77K | 0.00% | −900−95.2% | Reduced |
| Farmers & Merchants Investments Inc | 43 | $2.76K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 40 | $2.57K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 35 | $2.25K | 0.00% | +35 | New |
| Resources Management Corp | 50 | $2.00K | 0.00% | +50 | New |
| Prestige Wealth Management Group LLC | 30 | $1.93K | 0.00% | +7+30.4% | Added |
| First Horizon Advisors, Inc. | 28 | $1.80K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 27 | $1.73K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 26 | $1.67K | 0.00% | −1−3.7% | Reduced |
| SJS Investment Consulting Inc. | 25 | $1.61K | 0.00% | −1−3.8% | Reduced |
| Ameritas Advisory Services, LLC | 19 | $1.26K | 0.00% | +19 | New |
| Advisory Services Network, LLC | 18 | $1.16K | 0.00% | +18 | New |
| Proequities, Inc. | 15 | $962 | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 10 | $642 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 10 | $642 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $321 | 0.00% | −391−98.7% | Reduced |
| Horizon Investments, LLC | 5 | $321 | 0.00% | +5 | New |
| Silicon Valley Capital Partners | 1 | $60 | 0.00% | −1−50.0% | Reduced |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 6 | $0 | 0.00% | +6 | New |
| Boston Partners | 0 | $0 | 0.00% | −368,198−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −153,669−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −118,245−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −110,943−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −106,061−100.0% | Sold out |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −99,725−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −98,000−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −86,992−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −79,100−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −62,481−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −33,840−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −19,330−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −18,640−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −17,100−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −13,640−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −13,409−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −12,583−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −11,100−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −9,440−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −9,292−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −9,111−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −9,090−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −8,651−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,328−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −6,869−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −6,641−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −6,555−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −5,170−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −4,856−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −4,841−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −3,577−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −4,380−100.0% | Sold out |
| Abacus Planning Group, Inc. | 0 | $0 | 0.00% | −4,190−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,790−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −3,694−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −3,213−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,164−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −3,092−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −1,898−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,316−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −955−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −415−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −331−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −226−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −224−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |