We are live on ! Find out more
PCG icon

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
American Century Companies
276
American Century Companies
Missouri
$343K +$340K +29,289 New
PHK
277
Point72 Hong Kong
Hong Kong
$337K +$317K +27,325 +1,918%
PI
278
PEAK6 Investments
Illinois
$334K +$331K +28,505 New
RG
279
Retirement Group
California
$322K -$114K -9,836 -26%
MC
280
Maverick Capital
Texas
$317K +$123K +10,563 +64%
MLICM
281
Metropolitan Life Insurance Company (MetLife)
New York
$314K +$12K +1,037 +4%
OQS
282
Occudo Quantitative Strategies
Florida
$303K +$301K +25,891 New
PG
283
Pendal Group
Australia
$299K -$1.33K -115 -0.4%
SCM
284
Shapiro Capital Management
Georgia
$299K – – –
CG
285
Caprock Group
Idaho
$294K +$4.29K +369 +1%
Cambridge Investment Research Advisors
286
Cambridge Investment Research Advisors
Iowa
$289K +$26.4K +2,275 +10%
LK
287
Lumbard & Kellner
New Hampshire
$284K +$12.6K +1,081 +5%
IMC Chicago
288
IMC Chicago
Illinois
$279K +$276K +23,794 New
TI
289
Telemetry Investments
New York
$278K +$10.5K +900 +4%
TYCC
290
Texas Yale Capital Corp
Florida
$274K -$33.7K -2,900 -11%
Envestnet Asset Management
291
Envestnet Asset Management
Illinois
$270K +$104K +8,926 +63%
Creative Planning
292
Creative Planning
Kansas
$263K -$325 -28 -0.1%
LWAC
293
Laurel Wealth Advisors (California)
California
$262K -$16.7K -1,438 -6%
LS
294
Livforsakringsbolaget Skandia
Sweden
$261K – – –
GAMA
295
Graticule Asia Macro Advisors
New York
$259K +$257K +22,100 New
Tudor Investment Corp
296
Tudor Investment Corp
Connecticut
$254K -$4.99M -429,912 -95%
SP
297
Symmetry Partners
Connecticut
$236K +$20.5K +1,764 +10%
FAIM
298
Financial Advocates Investment Management
Washington
$227K -$2.57K -221 -1%
Vontobel Holding
299
Vontobel Holding
Switzerland
$216K +$45.5K +3,920 +27%
GC
300
GFG Capital
Florida
$214K – – –
10 11
12
13 14

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.