We are live on ! Find out more

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
AWS
301
AJ Wealth Strategies
New York
$600K
CA
302
CoreCap Advisors
Michigan
$579K -$34.9K -2,308 -6%
Simplex Trading
303
Simplex Trading
Illinois
$573K +$534K +35,295 New
Wolverine Trading
304
Wolverine Trading
Illinois
$570K -$1.75M -115,500 -77%
PMEF
305
Point72 Middle East FZE
United Arab Emirates
$568K +$528K +34,947 New
GAM
306
Gotham Asset Management
New York
$544K +$506K +33,469 New
PAG
307
Private Advisory Group
Washington
$539K +$501K +33,141 New
MGP
308
Metis Global Partners
California
$533K +$496K +32,794 New
CAN
309
Cetera Advisor Networks
California
$514K +$233K +15,384 +95%
CCWA
310
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$506K +$16.3K +1,079 +4%
Allianz Asset Management
311
Allianz Asset Management
Germany
$498K -$11.4K -756 -2%
SLWA
312
San Luis Wealth Advisors
California
$488K
V
313
Veritable
Delaware
$460K +$210K +13,887 +96%
BFG
314
Bleakley Financial Group
New Jersey
$452K +$421K +27,808 New
Assenagon Asset Management
315
Assenagon Asset Management
Luxembourg
$452K +$17.2K +1,135 +4%
Corient Private Wealth
316
Corient Private Wealth
Florida
$436K +$404K +26,740 New
Commonwealth Equity Services
317
Commonwealth Equity Services
Massachusetts
$434K -$12.1K -798 -3%
GAM
318
Gemmer Asset Management
California
$427K
Mercer Global Advisors
319
Mercer Global Advisors
Colorado
$427K -$2.69K -178 -0.7%
Capital Fund Management (CFM)
320
Capital Fund Management (CFM)
France
$423K -$569K -37,601 -59%
LK
321
Lumbard & Kellner
New Hampshire
$423K +$11.9K +790 +3%
TCM
322
Teza Capital Management
Illinois
$422K -$1.03M -68,057 -72%
BL
323
Balentine LLC
Georgia
$417K +$144K +9,507 +59%
DGAM
324
Desjardins Global Asset Management
Quebec, Canada
$415K -$166K -10,971 -30%
T
325
TOBAM
France
$405K -$4.47M -295,633 -92%