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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
QI
251
QS Investors
New York
$583K +$95.2K +8,200 +20%
HighTower Advisors
252
HighTower Advisors
Illinois
$564K -$32K -2,754 -5%
Schroder Investment Management Group
253
Schroder Investment Management Group
United Kingdom
$551K +$547K +47,083 New
Comerica Bank
254
Comerica Bank
Texas
$545K -$60.9K -5,245 -10%
Capital Fund Management (CFM)
255
Capital Fund Management (CFM)
France
$535K +$531K +45,708 New
IRF
256
IBM Retirement Fund
New York
$528K -$36.2K -3,115 -6%
SAM
257
Shell Asset Management
Netherlands
$520K -$39.7K -3,415 -7%
Manulife (Manufacturers Life Insurance)
258
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$516K +$120K +10,369 +31%
B
259
BP
United Kingdom
$508K +$143K +12,356 +40%
CIS
260
Capital International Sarl
California
$503K +$499K +42,997 New
WAM
261
World Asset Management
Michigan
$490K -$46K -3,964 -8%
MIAN
262
Mariner Independent Advisor Network
Kansas
$473K -$30.9K -2,657 -6%
GWM
263
Geneos Wealth Management
Colorado
$471K – – –
JMPWA
264
JP Morgan Private Wealth Advisors
California
$469K +$13.2K +1,137 +3%
RIA
265
Realta Investment Advisors
Delaware
$469K +$223K +19,172 +92%
YIH
266
Y-Intercept (HK)
Hong Kong
$452K +$105K +9,013 +30%
SSG
267
Summit Securities Group
New York
$439K -$145K -12,500 -25%
ALAM
268
Asahi Life Asset Management
Japan
$417K +$414K +35,630 New
SOMRS
269
State of Michigan Retirement System
Michigan
$389K – – –
CM
270
Capula Management
Cayman Islands
$385K +$382K +32,871 New
M&T Bank
271
M&T Bank
New York
$372K -$59K -5,083 -14%
CCWA
272
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$352K – – –
EWM
273
Evercore Wealth Management
New York
$352K +$116K +10,000 +50%
GM
274
GeoWealth Management
Illinois
$351K +$348K +29,948 New
RIM
275
Redpoint Investment Management
Australia
$345K – – –
9 10
11
12 13

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.