PG&E
510 hedge funds and large institutions have $21.9B invested in PG&E in 2014 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 178 increasing their positions, 149 reducing their positions, and 30 closing their positions.
240% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 30
181% more call options, than puts
Call options by funds: $23.2M | Put options by funds: $8.27M
25% more capital invested
Capital invested by funds: $17.5B → $21.9B (+$4.37B)
19% more repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 149
14% more funds holding
Funds holding: 447 → 510 (+63)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1.94% less ownership
Funds ownership: 82.71% → 80.77% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$136M |
| 2 |
JP Morgan Chase
New York
|
+$125M |
| 3 |
Goldman Sachs
New York
|
+$93.7M |
| 4 |
State Street
Boston,
Massachusetts
|
+$89.4M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$62.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$362M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$352M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$244M |
| 4 |
Lazard Asset Management
New York
|
-$209M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$129M |
PCG Hedge Fund Activity: Q4 2014 in Review
510 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in PG&E (PCG) for Q4 2014, worth a combined $21.9B — up 25% from $17.5B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new PCG positions and 30 closed out — a net gain of 72 holders — while 178 added to existing stakes and 149 trimmed.
The largest buyer was Vanguard Group, adding an estimated $136M. The largest seller was Capital World Investors, cutting an estimated $362M.
- 510 institutional investors held PG&E (PCG) as of Q4 2014, up from 447 in Q3 2014.
- Funds reported $21.9B of PG&E stock for Q4 2014, up 25% quarter-over-quarter.
- 102 funds opened new PG&E positions in Q4 2014 and 30 closed out, a net change of +72 holders.
- The largest PG&E buyer in Q4 2014 was Vanguard Group, an estimated $136M added.
- The largest PG&E seller in Q4 2014 was Capital World Investors, an estimated $362M sold.
Based on aggregated 13F filings for Q4 2014.