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PG&E
PCG

Overview Fund Activity

419 hedge funds and large institutions have $14.8B invested in PG&E in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 153 increasing their positions, 116 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-17
Holders Change %
-3.9%
% of All Funds
7.31%
Holding in Top 10
21
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-38.24%
% of All Funds
0.37%
New
49
Increased
153
Reduced
116
Closed
64
Calls
$212M
Puts
$125M
Net Calls
+$87.1M
Net Calls Change
-$158M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$732M
2
BlackRock
2
BlackRock
New York
$1.07B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$175M
4
CS
4
Credit Suisse
Switzerland
$256M
5
Franklin Resources
5
Franklin Resources
California
$173M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$262M
2
AL
2
Appaloosa LP
New Jersey
$166M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.51B
4
CCP
4
Cyrus Capital Partners
New York
$0
5
SCM
5
Steadfast Capital Management
New York
$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
351
Evoke Wealth
California
$8K -$3.13K -290 -28%
EARNEST Partners
352
EARNEST Partners
Georgia
$8K – – –
APA
353
American Portfolios Advisors
New York
$7.54K +$3.5K +344 +87%
SPIA
354
Steward Partners Investment Advisory
New York
$7K -$57.6K -5,451 -89%
BWL
355
Bogart Wealth LLC
Virginia
$7K – – –
OSAM
356
O'Shaughnessy Asset Management
Connecticut
$6K -$1.95K -177 -25%
HI
357
Hudock Inc
Pennsylvania
$6K – – –
BWM
358
BerganKDV Wealth Management
Minnesota
$6K – – –
TF
359
TimeScale Financial
Massachusetts
$6K – – –
RIA
360
RPG Investment Advisory
California
$6K – – –
S
361
SignatureFD
Georgia
$5K -$5.17K -522 -51%
HR
362
Howe & Rusling
New York
$5K – – –
FPFS
363
First Personal Financial Services
North Carolina
$5K – – –
SIC
364
Salem Investment Counselors
North Carolina
$5K – – –
LC
365
Lindbrook Capital
California
$5K +$486 +51 +11%
PFBT
366
Parkside Financial Bank & Trust
Missouri
$5K +$708 +65 +16%
TCM
367
Tradewinds Capital Management
Washington
$4K – – –
FIA
368
FNY Investment Advisers
New York
$4K – – –
ZB
369
Zions Bancorporation
Utah
$4K +$497 +45 +14%
RFA
370
Reilly Financial Advisors
California
$3K – – –
JFGIW
371
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K – – –
FRA
372
Front Row Advisors
California
$3K – – –
KFI
373
Key Financial Inc
Pennsylvania
$3K – – –
BU
374
BBVA USA
Alabama
$3K +$3K +257 New
LFG
375
Larson Financial Group
Missouri
$3K +$3K +300 New
13 14
15
16 17