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PG&E
PCG

Overview Fund Activity

556 hedge funds and large institutions have $32.1B invested in PG&E in 2023 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 247 increasing their positions, 142 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+18
Holders Change %
+3.35%
% of All Funds
8.77%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
69
Increased
247
Reduced
142
Closed
49
Calls
$456M
Puts
$505M
Net Calls
-$48.6M
Net Calls Change
-$52.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.62B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.13B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.26B
4
BlackRock
4
BlackRock
New York
$2.49B
5
Capital International Investors
5
Capital International Investors
California
$1.75B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.24B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$711M
3
BC
3
Brookfield Corp
Ontario, Canada
$168M
4
ZP
4
Zimmer Partners
New York
$201M
5
TP
5
Third Point
New York
$933M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHAM
326
Clear Harbor Asset Management
Connecticut
$585K -$5.62K -325 -1%
IGAM
327
iA Global Asset Management
Quebec, Canada
$584K +$584K +33,787 New
CIM
328
Contravisory Investment Management
Massachusetts
$578K +$578K +33,437 New
FFA
329
Farther Finance Advisors
California
$577K +$1.69K +98 +0.3%
CGH
330
Crossmark Global Holdings
Texas
$574K +$1.43K +81 +0.3%
BCV
331
Banque Cantonale Vaudoise
Switzerland
$566K +$566K +32,700 New
HCA
332
Harbor Capital Advisors
Illinois
$565K – – –
GAM
333
Gotham Asset Management
New York
$549K -$18.9K -1,096 -3%
DFCM
334
Dark Forest Capital Management
Puerto Rico
$542K +$541K +31,317 +48,933%
CCWA
335
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$538K – – –
BPC
336
Banque Pictet & Cie
Switzerland
$534K -$1.35M -78,304 -72%
Assenagon Asset Management
337
Assenagon Asset Management
Luxembourg
$526K +$110K +6,364 +26%
V
338
Veritable
Delaware
$524K -$778 -45 -0.1%
SP
339
Symmetry Partners
Connecticut
$518K – – –
SLWA
340
San Luis Wealth Advisors
California
$518K – – –
ASN
341
Advisory Services Network
Georgia
$495K +$306K +17,720 +162%
DGAM
342
Desjardins Global Asset Management
Quebec, Canada
$479K -$129K -7,477 -21%
Balyasny Asset Management
343
Balyasny Asset Management
Illinois
$474K -$11.1M -640,910 -96%
WA
344
WESPAC Advisors
California
$465K – – –
GCM
345
Greenland Capital Management
New York
$456K -$8.11M -469,310 -95%
GAM
346
Gemmer Asset Management
California
$454K – – –
PAG
347
Private Advisory Group
Washington
$448K +$16.9K +978 +4%
SFA
348
Sequoia Financial Advisors
Ohio
$446K +$7.36K +426 +2%
CWR
349
Chico Wealth RIA
California
$445K -$3.72K -215 -0.8%
TSS
350
Two Sigma Securities
New York
$440K -$399K -23,097 -48%
12 13
14
15 16