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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
TCPWM
326
Traverso Chambers Private Wealth Management
California
$122K – – –
SI
327
Stephens Inc
Arkansas
$117K – – –
CG
328
Cutler Group
California
$110K -$32.3K -2,782 -23%
Carson Wealth (CWM LLC)
329
Carson Wealth (CWM LLC)
Nebraska
$101K – – –
EVM
330
Eaton Vance Management
Massachusetts
$92K +$91.7K +7,894 New
FWM
331
Focused Wealth Management
New York
$83K – – –
CAPTRUST Financial Advisors
332
CAPTRUST Financial Advisors
North Carolina
$72K +$61.9K +5,330 +656%
SPIA
333
Steward Partners Investment Advisory
New York
$71.6K +$534 +46 +0.8%
First Manhattan
334
First Manhattan
New York
$70K – – –
ED
335
Exane Derivatives
France
$60K +$2.54K +219 +4%
PCFFS
336
Pacific Center for Financial Services
California
$59K – – –
PNC Financial Services Group
337
PNC Financial Services Group
Pennsylvania
$58K +$848 +73 +1%
Credit Agricole
338
Credit Agricole
France
$47K – – –
PFGIA
339
Patriot Financial Group Insurance Agency
Massachusetts
$44K -$12.9K -1,112 -23%
GI
340
Gradient Investments
Minnesota
$40K – – –
SWM
341
Spire Wealth Management
Virginia
$36K +$35K +3,012 New
PA
342
Parallel Advisors
California
$33K +$5.37K +462 +19%
GRP
343
Global Retirement Partners
California
$32K +$19.5K +1,677 +154%
FFA
344
Freedman Financial Associates
Massachusetts
$30K – – –
Northwestern Mutual Wealth Management
345
Northwestern Mutual Wealth Management
Wisconsin
$27K +$418 +36 +2%
QCG
346
Quadrant Capital Group
Ohio
$22K +$1.29K +111 +6%
BCA
347
Berman Capital Advisors
Georgia
$22K +$10.7K +923 +92%
BC
348
Burleson & Co
California
$20K +$19.7K +1,697 New
Rockefeller Capital Management
349
Rockefeller Capital Management
New York
$19K -$98.7K -8,500 -83%
IA
350
IFP Advisors
Florida
$16K – – –
12 13
14
15 16

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.