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PG&E
PCG

438 hedge funds and large institutions have $16.5B invested in PG&E in 2021 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 151 increasing their positions, 112 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more call options, than puts

Call options by funds: $342M | Put options by funds: $96.5M

35% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 112

1.4% more ownership

Funds ownership: 69.83% → 71.23% (+1.4%)

7% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 67

0% more funds holding

Funds holding: 437 → 438 (+1)

4% less capital invested

Capital invested by funds: $17.3B → $16.5B (-$768M)

13% less funds holding in top 10

Funds holding in top 10: 39 → 34 (-5)

Holders
438
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
7.69%
Holding in Top 10
34
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.82%
% of All Funds
0.6%
New
72
Increased
151
Reduced
112
Closed
67
Calls
$342M
Puts
$96.5M
Net Calls
+$246M
Net Calls Change
+$140M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$131M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$112M
3
Capital International Investors
Capital International Investors
California
+$108M
4
Deutsche Bank
Deutsche Bank
Germany
+$91.1M
5
BlackRock
BlackRock
New York
+$76.4M

Top Sellers

1
AL
Appaloosa LP
New Jersey
-$160M
2
CS
Credit Suisse
Switzerland
-$158M
3
ZP
Zimmer Partners
New York
-$96.3M
4
ACG
Anchorage Capital Group
New York
-$85.2M
5
SCM
Steadfast Capital Management
New York
-$77.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
JG
226
Jefferies Group
New York
$946K -$9.25M -796,884 -91%
CGIM
227
Cannon Global Investment Management
Florida
$937K +$929K +80,000 New
Wolverine Trading
228
Wolverine Trading
Illinois
$922K -$817K -70,379 -47%
EF
229
Empowered Funds
Pennsylvania
$916K – – –
Holocene Advisors
230
Holocene Advisors
New York
$880K +$873K +75,135 New
Truist Financial
231
Truist Financial
North Carolina
$876K -$1.75M -150,846 -67%
CIBC Asset Management
232
CIBC Asset Management
Ontario, Canada
$864K +$629K +54,153 +276%
OPAM
233
Olympus Peak Asset Management
Connecticut
$864K +$1.56M +134,000 +5%
SEI Investments
234
SEI Investments
Pennsylvania
$851K -$81.2K -6,992 -9%
BCM
235
Bluefin Capital Management
New York
$829K +$822K +70,790 New
CHAM
236
Clear Harbor Asset Management
Connecticut
$805K -$49.3K -4,249 -6%
CCM
237
Corsair Capital Management
New York
$802K -$16.3K -1,407 -2%
AIM
238
Achmea Investment Management
Netherlands
$777K +$94.6K +8,150 +14%
Daiwa Securities Group
239
Daiwa Securities Group
Japan
$762K +$36K +3,100 +5%
PP
240
Paloma Partners
Connecticut
$737K +$731K +62,928 New
TC
241
TradeLink Capital
Illinois
$714K +$708K +61,000 New
Prudential Financial
242
Prudential Financial
New Jersey
$686K -$25.7K -2,210 -4%
DI
243
Dalton Investments
Nevada
$678K -$1.25M -107,700 -65%
PA
244
Profund Advisors
Maryland
$677K -$4.92K -424 -0.7%
DekaBank Deutsche Girozentrale
245
DekaBank Deutsche Girozentrale
Germany
$648K -$47.2K -4,065 -7%
TRCT
246
Tower Research Capital (TRC)
New York
$646K +$99K +8,525 +18%
BSP
247
Benefit Street Partners
New York
$641K – – –
SRCM
248
Sage Rock Capital Management
New York
$621K – – –
Commonwealth Equity Services
249
Commonwealth Equity Services
Massachusetts
$613K +$20.8K +1,789 +4%
AII
250
AGF Investments Inc
Ontario, Canada
$595K +$590K +50,834 New
8 9
10
11 12

PCG Hedge Fund Activity: Q1 2021 in Review

438 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PG&E (PCG) for Q1 2021, worth a combined $16.5B — down 4.4% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new PCG positions and 67 closed out — a net gain of 5 holders — while 151 added to existing stakes and 112 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $131M. The largest seller was Appaloosa LP, cutting an estimated $160M.

  • 438 institutional investors held PG&E (PCG) as of Q1 2021, up from 437 in Q4 2020.
  • Funds reported $16.5B of PG&E stock for Q1 2021, down 4.4% quarter-over-quarter.
  • 72 funds opened new PG&E positions in Q1 2021 and 67 closed out, a net change of +5 holders.
  • The largest PG&E buyer in Q1 2021 was Fidelity Investments, an estimated $131M added.
  • The largest PG&E seller in Q1 2021 was Appaloosa LP, an estimated $160M sold.

Based on aggregated 13F filings for Q1 2021.