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PG&E
PCG

Overview Fund Activity

383 hedge funds and large institutions have $13.3B invested in PG&E in 2020 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 148 increasing their positions, 66 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
+2
Holders Change %
+0.52%
% of All Funds
7.75%
Holding in Top 10
41
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-32.79%
% of All Funds
0.83%
New
100
Increased
148
Reduced
66
Closed
94
Calls
$530M
Puts
$334M
Net Calls
+$195M
Net Calls Change
+$270M

Top Buyers

1
TP
1
Third Point
New York
$798M
2
AL
2
Appaloosa LP
New Jersey
$758M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.15B
4
BlackRock
4
BlackRock
New York
$579M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$540M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$12.7M
2
SFM
2
Soros Fund Management
New York
$13.7M
3
LM
3
Luminus Management
Texas
$0
4
Capital International Investors
4
Capital International Investors
California
$65.2M
5
Citigroup
5
Citigroup
New York
$5.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
351
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
BC
352
Bartlett & Co
Ohio
$2K – – –
CAL
353
Capital Analysts LLC
Pennsylvania
$2K – – –
PB
354
Pinnacle Bancorp
Nebraska
$2K – – –
CWC
355
Carolinas Wealth Consulting
North Carolina
$2K – – –
GWS
356
Glassman Wealth Services
Virginia
$2K +$1.81K +170 +944%
PFBT
357
Parkside Financial Bank & Trust
Missouri
$2K +$2K +256 New
BCWM
358
Bartlett & Co Wealth Management
Ohio
$1.88K – – –
MAM
359
Meeder Asset Management
Ohio
$1K -$59 -7 -6%
MAWCM
360
Mine & Arao Wealth Creation & Management
California
$1K – – –
NSIM
361
North Star Investment Management
Illinois
$1K – – –
PFGIA
362
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
BFEC
363
Benjamin F. Edwards & Company
Missouri
$1K – – –
PGAM
364
Princeton Global Asset Management
New Jersey
$1K – – –
Rockefeller Capital Management
365
Rockefeller Capital Management
New York
$1K – – –
TWA
366
TCI Wealth Advisors
Arizona
$1K +$129 +18 +15%
PFWA
367
Paces Ferry Wealth Advisors
Georgia
$1K +$1K +60 New
PS
368
Planned Solutions
California
$1K +$1K +98 New
JC
369
JBF Capital
Colorado
$1K +$1K +100 New
F
370
F3Logic
Minnesota
$939 +$939 +100 New
TPCW
371
TD Private Client Wealth
New York
$338 +$338 +36 New
KFS
372
Kelly Financial Services
Massachusetts
$300 – – –
LM
373
Luminus Management
Texas
– -$95.5M -10,768,706 Closed
CCM
374
CAAS Capital Management
New York
– -$64.9M -7,312,055 Closed
Point72 Asset Management
375
Point72 Asset Management
Connecticut
– -$53.3M -6,003,492 Closed
13 14
15
16 17