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
BWP
326
Balboa Wealth Partners
Arizona
$397K -$28.4K -1,876 -7%
CGH
327
Crossmark Global Holdings
Texas
$396K +$369K +24,378 New
FFA
328
Farther Finance Advisors
California
$390K +$363K +23,991 New
BMSSC
329
B. Metzler seel. Sohn & Co
Germany
$386K
GI
330
GAMCO Investors
Connecticut
$373K +$347K +22,916 New
SFA
331
Sequoia Financial Advisors
Ohio
$365K +$339K +22,445 New
VT
332
Vise Technologies
New York
$357K +$80.6K +5,328 +32%
ALAM
333
Asahi Life Asset Management
Japan
$342K +$121K +7,990 +61%
TC
334
Trilogy Capital
California
$341K +$32.7K +2,161 +11%
PSP
335
Principal Street Partners
Tennessee
$339K +$103K +6,834 +49%
SP
336
Symmetry Partners
Connecticut
$328K
CI
337
Cigna Investments
Connecticut
$326K +$15.4K +1,021 +5%
SIM
338
Sandia Investment Management
Massachusetts
$325K +$227K +15,000 +300%
BCM
339
Brasada Capital Management
Texas
$325K +$302K +20,000 New
HI
340
Horizon Investments
North Carolina
$325K +$302K +19,971 New
SS
341
Simplicity Solutions
Minnesota
$323K +$26.9K +1,777 +10%
BRWA
342
B. Riley Wealth Advisors
Florida
$320K +$20.3K +1,344 +7%
AIP
343
Ameritas Investment Partners
Nebraska
$309K -$5.7K -377 -2%
TWM
344
TriaGen Wealth Management
California
$306K +$284K +18,801 New
FDCDDQ
345
Federation des caisses Desjardins du Quebec
Quebec, Canada
$306K
PG
346
Pendal Group
Australia
$302K -$3.46K -229 -1%
DWM
347
Drive Wealth Management
Utah
$300K -$101K -6,677 -27%
GCM
348
Graham Capital Management
Connecticut
$294K +$273K +18,072 New
SG Americas Securities
349
SG Americas Securities
New York
$293K -$1.9M -125,850 -87%
FMAEN1
350
Fund Management at Engine No 1
California
$288K +$33.6K +2,222 +14%