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PG&E
PCG

Overview Fund Activity

538 hedge funds and large institutions have $29.2B invested in PG&E in 2023 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 227 increasing their positions, 142 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+18
Holders Change %
+3.46%
% of All Funds
8.61%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
85
Increased
227
Reduced
142
Closed
56
Calls
$221M
Puts
$218M
Net Calls
+$3.72M
Net Calls Change
-$56.8M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.01B
2
BlackRock
2
BlackRock
New York
$2.17B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.81B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$211M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$861M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.4B
2
Jane Street
2
Jane Street
New York
$20.6M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$4.7M
4
OCM
4
Oaktree Capital Management
California
$90.6M
5
SSA
5
Schonfeld Strategic Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SLWA
326
San Luis Wealth Advisors
California
$485K – – –
SP
327
Symmetry Partners
Connecticut
$485K +$159K +9,812 +49%
BMSSC
328
B. Metzler seel. Sohn & Co
Germany
$456K +$72.1K +4,456 +19%
WA
329
WESPAC Advisors
California
$435K +$435K +26,891 New
GAM
330
Gemmer Asset Management
California
$425K – – –
LK
331
Lumbard & Kellner
New Hampshire
$420K – – –
CWR
332
Chico Wealth RIA
California
$420K +$420K +25,960 New
SFA
333
Sequoia Financial Advisors
Ohio
$410K +$47.5K +2,940 +13%
KAS
334
Kestra Advisory Services
Texas
$407K +$195K +12,054 +92%
BCM
335
Bornite Capital Management
New York
$404K -$10.9M -675,000 -96%
BP
336
BBR Partners
New York
$404K +$404K +25,000 New
PAG
337
Private Advisory Group
Washington
$404K -$132K -8,187 -25%
BS
338
Banco Santander
Spain
$392K +$392K +24,267 New
Assenagon Asset Management
339
Assenagon Asset Management
Luxembourg
$389K -$60.6K -3,745 -13%
OSAM
340
O'Shaughnessy Asset Management
Connecticut
$375K +$146K +9,011 +64%
FTDI
341
First Trust Direct Indexing
Massachusetts
$357K +$165K +10,223 +86%
BL
342
Balentine LLC
Georgia
$354K -$60.5K -3,744 -15%
HI
343
Horizon Investments
North Carolina
$353K +$30K +1,853 +9%
TC
344
Trilogy Capital
California
$343K +$3.61K +223 +1%
ALAM
345
Asahi Life Asset Management
Japan
$341K +$809 +50 +0.2%
JC
346
Jacobs & Co
California
$336K +$336K +20,790 New
JHCP
347
Jackson Hole Capital Partners
Oklahoma
$328K +$328K +20,308 New
CG
348
Caprock Group
Idaho
$327K +$327K +20,227 New
VT
349
Vise Technologies
New York
$325K -$30.1K -1,862 -8%
BCM
350
Brasada Capital Management
Texas
$323K – – –
12 13
14
15 16