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PG&E
PCG

438 hedge funds and large institutions have $16.5B invested in PG&E in 2021 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 151 increasing their positions, 112 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more call options, than puts

Call options by funds: $342M | Put options by funds: $96.5M

35% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 112

1.4% more ownership

Funds ownership: 69.83% → 71.23% (+1.4%)

7% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 67

0% more funds holding

Funds holding: 437 → 438 (+1)

4% less capital invested

Capital invested by funds: $17.3B → $16.5B (-$768M)

13% less funds holding in top 10

Funds holding in top 10: 39 → 34 (-5)

Holders
438
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
7.69%
Holding in Top 10
34
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.82%
% of All Funds
0.6%
New
72
Increased
151
Reduced
112
Closed
67
Calls
$342M
Puts
$96.5M
Net Calls
+$246M
Net Calls Change
+$140M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$131M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$112M
3
Capital International Investors
Capital International Investors
California
+$108M
4
Deutsche Bank
Deutsche Bank
Germany
+$91.1M
5
BlackRock
BlackRock
New York
+$76.4M

Top Sellers

1
AL
Appaloosa LP
New Jersey
-$160M
2
CS
Credit Suisse
Switzerland
-$158M
3
ZP
Zimmer Partners
New York
-$96.3M
4
ACG
Anchorage Capital Group
New York
-$85.2M
5
SCM
Steadfast Capital Management
New York
-$77.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
351
Wealthcare Advisory Partners
Pennsylvania
$15K +$14.9K +1,284 New
FEG
352
Financial Enhancement Group
Indiana
$14K – – –
LGWM
353
Litman Gregory Wealth Management
California
$14K – – –
AIC
354
Ameritas Investment Company
Nebraska
$13.6K +$13.5K +1,162 New
ANBT
355
American National Bank & Trust
Texas
$12K – – –
FCB
356
First Command Bank
Texas
$12K – – –
FCFS
357
First Command Financial Services
Texas
$12K – – –
EW
358
Evoke Wealth
California
$12K +$1.2K +103 +11%
S
359
SignatureFD
Georgia
$12K +$10.2K +879 +594%
AP
360
Atwood & Palmer
Missouri
$12K +$11.6K +1,000 New
BCV
361
Banque Cantonale Vaudoise
Switzerland
$11K – – –
CMA
362
Cedar Mountain Advisors
Oregon
$10K – – –
IFAM
363
Institutional & Family Asset Management
Colorado
$10K – – –
LWM
364
Liberty Wealth Management
California
$10K – – –
EARNEST Partners
365
EARNEST Partners
Georgia
$9K – – –
Fifth Third Bancorp
366
Fifth Third Bancorp
Ohio
$9K +$4.61K +397 +111%
OSAM
367
O'Shaughnessy Asset Management
Connecticut
$8K -$13.6K -1,171 -62%
BWL
368
Bogart Wealth LLC
Virginia
$8K – – –
TAIM
369
TD Ameritrade Investment Management
Nebraska
$8K – – –
HI
370
Hudock Inc
Pennsylvania
$7K – – –
RIA
371
RPG Investment Advisory
California
$7K – – –
TF
372
TimeScale Financial
Massachusetts
$7K – – –
LAIC
373
Lederer & Associates Investment Counsel
California
$6.85K +$6.79K +585 New
NFG
374
Next Financial Group
Texas
$6K -$15.2K -1,310 -73%
BWM
375
BerganKDV Wealth Management
Minnesota
$6K – – –
13 14
15
16 17

PCG Hedge Fund Activity: Q1 2021 in Review

438 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PG&E (PCG) for Q1 2021, worth a combined $16.5B — down 4.4% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new PCG positions and 67 closed out — a net gain of 5 holders — while 151 added to existing stakes and 112 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $131M. The largest seller was Appaloosa LP, cutting an estimated $160M.

  • 438 institutional investors held PG&E (PCG) as of Q1 2021, up from 437 in Q4 2020.
  • Funds reported $16.5B of PG&E stock for Q1 2021, down 4.4% quarter-over-quarter.
  • 72 funds opened new PG&E positions in Q1 2021 and 67 closed out, a net change of +5 holders.
  • The largest PG&E buyer in Q1 2021 was Fidelity Investments, an estimated $131M added.
  • The largest PG&E seller in Q1 2021 was Appaloosa LP, an estimated $160M sold.

Based on aggregated 13F filings for Q1 2021.