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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
BMSSC
301
B. Metzler seel. Sohn & Co
Germany
$207K – – –
CAAS
302
Capital Asset Advisory Services
Michigan
$205K – – –
AC
303
Allstate Corporation
Illinois
$201K -$106K -9,126 -35%
SO
304
STRS Ohio
Ohio
$192K – – –
TWM
305
Titus Wealth Management
California
$191K – – –
Lido Advisors
306
Lido Advisors
California
$189K -$3K -258 -2%
DILIC
307
Dai-ichi Life Insurance Company
Japan
$187K – – –
MF
308
Manchester Financial
California
$184K -$17.5K -1,510 -9%
KAS
309
Kestra Advisory Services
Texas
$183K -$225K -19,382 -55%
Cetera Investment Advisers
310
Cetera Investment Advisers
Illinois
$181K +$6.72K +579 +4%
TMAM
311
Tokio Marine Asset Management
Japan
$179K +$18.6K +1,600 +12%
MYAM
312
Meiji Yasuda Asset Management
Japan
$177K +$176K +15,120 New
OR
313
Olympiad Research
Connecticut
$176K +$175K +15,038 New
TSS
314
Two Sigma Securities
New York
$176K +$175K +15,066 New
SFS
315
Sowell Financial Services
Arkansas
$172K +$177K +15,277 +3,124%
CB
316
Commerce Bank
Missouri
$165K +$164K +14,116 New
ProShare Advisors
317
ProShare Advisors
Maryland
$161K -$3.36K -289 -2%
CCP
318
Corient Capital Partners
California
$160K +$18.8K +1,623 +13%
BC
319
Bridgefront Capital
Texas
$159K +$158K +13,603 New
GI
320
GAMCO Investors
Connecticut
$156K +$30.7K +2,646 +25%
MML Investors Services
321
MML Investors Services
Massachusetts
$156K +$155K +13,350 New
Mercer Global Advisors
322
Mercer Global Advisors
Colorado
$151K +$150K +12,877 New
ACM
323
Arlington Capital Management
Illinois
$149K -$16.2K -1,394 -10%
CI
324
Cigna Investments
Connecticut
$125K -$23.9K -2,056 -16%
SBSB
325
Sullivan, Bruyette, Speros & Blaney
Virginia
$123K – – –
11 12
13
14 15

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.