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730 hedge funds and large institutions have $41.7B invested in PG&E in 2024 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 343 increasing their positions, 178 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 59

93% more repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 178

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

8% more funds holding

Funds holding: 675730 (+55)

6% more capital invested

Capital invested by funds: $39.2B → $41.7B (+$2.47B)

1.33% more ownership

Funds ownership: 92.85%94.18% (+1.3%)

38% less call options, than puts

Call options by funds: $206M | Put options by funds: $331M

Holders
730
Holders Change
+55
Holders Change %
+8.15%
% of All Funds
9.62%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.25%
New
122
Increased
343
Reduced
178
Closed
59
Calls
$206M
Puts
$331M
Net Calls
-$125M
Net Calls Change
-$341M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
301
Wealth Enhancement Advisory Services
Minnesota
$2.15M +$567K +27,873 +35%
SAM
302
Shell Asset Management
Netherlands
$2.12M -$55K -2,705 -3%
AG
303
Algert Global
California
$2.07M +$214K +10,529 +11%
NMERB
304
New Mexico Educational Retirement Board
New Mexico
$2.06M -$52.9K -2,600 -2%
Cetera Investment Advisers
305
Cetera Investment Advisers
Illinois
$2.04M +$261K +12,847 +15%
HP
306
Hartree Partners
New York
$2.02M +$2.03M +100,000 New
AC
307
AXQ Capital
New Jersey
$2.01M -$273K -13,409 -12%
PNC Financial Services Group
308
PNC Financial Services Group
Pennsylvania
$1.99M +$150K +7,366 +8%
FFA
309
Fragasso Financial Advisors
Pennsylvania
$1.98M -$254K -12,500 -11%
SG Americas Securities
310
SG Americas Securities
New York
$1.9M -$3.9M -191,497 -67%
Carson Wealth (CWM LLC)
311
Carson Wealth (CWM LLC)
Nebraska
$1.89M +$540K +26,551 +40%
CC
312
Centiva Capital
New York
$1.88M -$942K -46,304 -33%
UBP
313
Union Bancaire Privee
Switzerland
$1.86M +$1.98M +97,565 New
AssetMark Inc
314
AssetMark Inc
California
$1.85M +$106K +5,212 +6%
MS
315
Maven Securities
Jersey
$1.82M +$1.47M +72,149 +397%
GCM
316
Greenland Capital Management
New York
$1.81M -$1.57M -77,334 -46%
MML Investors Services
317
MML Investors Services
Massachusetts
$1.8M +$617K +30,349 +51%
Thrivent Financial for Lutherans
318
Thrivent Financial for Lutherans
Minnesota
$1.73M +$37.4K +1,839 +2%
IMCOOI
319
Investment Management Corp of Ontario (IMCO)
Canada
$1.72M +$360K +17,689 +26%
OAC
320
OMERS Administration Corp
Ontario, Canada
$1.71M +$291K +14,305 +20%
FDCDDQ
321
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.7M +$169K +8,292 +11%
PGFC
322
Peapack-Gladstone Financial Corp
New Jersey
$1.69M -$115K -5,631 -6%
CAPTRUST Financial Advisors
323
CAPTRUST Financial Advisors
North Carolina
$1.67M +$376K +18,470 +29%
KCM
324
Kornitzer Capital Management
Kansas
$1.67M
Janney Montgomery Scott
325
Janney Montgomery Scott
Pennsylvania
$1.66M +$25.2K +1,238 +2%