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523 hedge funds and large institutions have $28.9B invested in PG&E in 2022 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 201 increasing their positions, 122 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 42

65% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 122

32% more capital invested

Capital invested by funds: $21.9B → $28.9B (+$7.02B)

31% more call options, than puts

Call options by funds: $253M | Put options by funds: $193M

18% more funds holding

Funds holding: 442523 (+81)

5.28% more ownership

Funds ownership: 84.38%89.66% (+5.3%)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

Holders
523
Holders Change
+81
Holders Change %
+18.33%
% of All Funds
8.41%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
131
Increased
201
Reduced
122
Closed
42
Calls
$253M
Puts
$193M
Net Calls
+$60.5M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
276
Creative Planning
Kansas
$902K +$245K +16,171 +41%
WMSA
277
Weiss Multi-Strategy Advisers
New York
$888K +$826K +54,633 New
BTWM
278
Baker Tilly Wealth Management
Wisconsin
$876K +$47.8K +3,162 +6%
QT
279
Quantbot Technologies
New York
$860K -$496K -32,814 -38%
CA
280
Carson Advisory
Georgia
$850K -$62K -4,100 -7%
NMIMC
281
Northwestern Mutual Investment Management Company
Wisconsin
$821K -$136K -8,974 -15%
Cambridge Investment Research Advisors
282
Cambridge Investment Research Advisors
Iowa
$819K +$179K +11,857 +31%
Stifel Financial
283
Stifel Financial
Missouri
$808K -$6.12K -405 -0.8%
TRCT
284
Tower Research Capital (TRC)
New York
$775K +$433K +28,617 +150%
AC
285
AXQ Capital
New Jersey
$767K +$713K +47,170 New
IMRF
286
Illinois Municipal Retirement Fund
Illinois
$761K
CHAM
287
Clear Harbor Asset Management
Connecticut
$744K -$325K -21,483 -32%
EP
288
Edgestream Partners
New Jersey
$734K +$683K +45,139 New
M&T Bank
289
M&T Bank
New York
$695K -$876K -57,931 -58%
CB
290
Commerce Bank
Missouri
$693K +$59.9K +3,963 +10%
SAS
291
Stelac Advisory Services
New York
$669K
Cetera Investment Advisers
292
Cetera Investment Advisers
Illinois
$656K +$203K +13,422 +50%
WC
293
Wexford Capital
Florida
$650K +$605K +40,000 New
PVH
294
Psagot Value Holdings
Israel
$646K +$600K +39,700 New
WAG
295
Wallace Advisory Group
California
$625K +$582K +38,468 New
OC
296
Oppenheimer & Co
New York
$625K -$1.42K -94 -0.2%
PNC Financial Services Group
297
PNC Financial Services Group
Pennsylvania
$616K +$446K +29,488 +352%
MML Investors Services
298
MML Investors Services
Massachusetts
$610K +$62.4K +4,128 +12%
JMPWA
299
JP Morgan Private Wealth Advisors
California
$609K +$134K +8,892 +31%
AIM
300
Achmea Investment Management
Netherlands
$606K -$942K -62,295 -61%