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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
WAM
326
Weinberger Asset Management
California
$1.65M -$21K -1,031 -1%
Truist Financial
327
Truist Financial
North Carolina
$1.61M +$926K +45,504 +132%
EWA
328
EP Wealth Advisors
California
$1.6M -$98.1K -4,821 -6%
CIC
329
Cornercap Investment Counsel
Georgia
$1.59M -$60.7K -2,984 -4%
M&T Bank
330
M&T Bank
New York
$1.58M -$89.2K -4,385 -5%
OSAM
331
O'Shaughnessy Asset Management
Connecticut
$1.5M +$232K +11,411 +18%
Robeco Institutional Asset Management
332
Robeco Institutional Asset Management
Netherlands
$1.45M +$693K +34,053 +90%
SSA
333
Schonfeld Strategic Advisors
New York
$1.44M -$3.05M -150,027 -68%
SA
334
Sanctuary Advisors
Indiana
$1.44M +$76.2K +3,746 +4%
Squarepoint
335
Squarepoint
New York
$1.4M -$7.58M -372,513 -84%
NMIMC
336
Northwestern Mutual Investment Management Company
Wisconsin
$1.4M +$34K +1,672 +2%
QC
337
Quaero Capital
Switzerland
$1.39M -$64.5K -3,170 -4%
IMRF
338
Illinois Municipal Retirement Fund
Illinois
$1.37M +$378K +18,585 +38%
CIS
339
Capital International Sarl
California
$1.35M +$353K +17,336 +35%
MHI
340
Miller Howard Investments
New York
$1.32M +$566K +27,844 +74%
VI
341
Vestcor Inc
New Brunswick, Canada
$1.27M -$449K -22,072 -26%
EI
342
Ethic Inc
New York
$1.26M +$263K +12,911 +26%
TMAM
343
Tokio Marine Asset Management
Japan
$1.25M +$5.66K +278 +0.4%
VCM
344
Voleon Capital Management
California
$1.25M +$1.26M +61,723 New
PWG
345
Portside Wealth Group
Utah
$1.21M -$32.6K -1,602 -3%
HCM
346
Howard Capital Management
Georgia
$1.21M +$301K +14,786 +33%
Envestnet Portfolio Solutions
347
Envestnet Portfolio Solutions
Illinois
$1.2M +$809K +39,790 +201%
PW
348
Potentia Wealth
California
$1.2M +$1.21M +59,533 New
SDIC
349
South Dakota Investment Council
South Dakota
$1.18M
TI
350
Tidal Investments
Wisconsin
$1.17M +$46.1K +2,265 +4%