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PG&E
PCG

Overview Fund Activity

520 hedge funds and large institutions have $28.9B invested in PG&E in 2022 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 199 increasing their positions, 122 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+80
Holders Change %
+18.18%
% of All Funds
8.39%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
130
Increased
199
Reduced
122
Closed
42
Calls
$253M
Puts
$193M
Net Calls
+$60.5M
Net Calls Change
-$208M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$704M
2
Capital International Investors
2
Capital International Investors
California
$1.39B
3
Citadel Advisors
3
Citadel Advisors
Florida
$220M
4
Jane Street
4
Jane Street
New York
$147M
5
BlackRock
5
BlackRock
New York
$1.94B

Top Sellers

1
GFA
1
Gallagher Fiduciary Advisors
Illinois
$402M
2
OCM
2
Oaktree Capital Management
California
$126M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$794M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.88B
5
EIG
5
EdgePoint Investment Group
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
301
Simplex Trading
Illinois
$573K +$573K +35,295 New
Wolverine Trading
302
Wolverine Trading
Illinois
$570K -$1.88M -115,500 -77%
PMEF
303
Point72 Middle East FZE
United Arab Emirates
$568K +$568K +34,947 New
GAM
304
Gotham Asset Management
New York
$544K +$544K +33,469 New
PAG
305
Private Advisory Group
Washington
$539K +$539K +33,141 New
MGP
306
Metis Global Partners
California
$533K +$533K +32,794 New
CAN
307
Cetera Advisor Networks
California
$514K +$250K +15,384 +95%
CCWA
308
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$506K +$17.5K +1,079 +4%
Allianz Asset Management
309
Allianz Asset Management
Germany
$498K -$12.3K -756 -2%
SLWA
310
San Luis Wealth Advisors
California
$488K – – –
V
311
Veritable
Delaware
$460K +$226K +13,887 +96%
BFG
312
Bleakley Financial Group
New Jersey
$452K +$452K +27,808 New
Assenagon Asset Management
313
Assenagon Asset Management
Luxembourg
$452K +$18.5K +1,135 +4%
Corient Private Wealth
314
Corient Private Wealth
Florida
$436K +$436K +26,740 New
Commonwealth Equity Services
315
Commonwealth Equity Services
Massachusetts
$434K -$13K -798 -3%
GAM
316
Gemmer Asset Management
California
$427K – – –
Mercer Global Advisors
317
Mercer Global Advisors
Colorado
$427K -$2.9K -178 -0.7%
Capital Fund Management (CFM)
318
Capital Fund Management (CFM)
France
$423K -$611K -37,601 -59%
LK
319
Lumbard & Kellner
New Hampshire
$423K +$12.8K +790 +3%
TCM
320
Teza Capital Management
Illinois
$422K -$1.11M -68,057 -72%
BL
321
Balentine LLC
Georgia
$417K +$155K +9,507 +59%
DGAM
322
Desjardins Global Asset Management
Quebec, Canada
$415K -$178K -10,971 -30%
T
323
TOBAM
France
$405K -$4.8M -295,633 -92%
BWP
324
Balboa Wealth Partners
Arizona
$397K -$30.5K -1,876 -7%
CGH
325
Crossmark Global Holdings
Texas
$396K +$396K +24,378 New
11 12
13
14 15