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PG&E
PCG

Overview Fund Activity

396 hedge funds and large institutions have $14.3B invested in PG&E in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 128 increasing their positions, 122 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
-23
Holders Change %
-5.49%
% of All Funds
6.95%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.39%
New
38
Increased
128
Reduced
122
Closed
55
Calls
$269M
Puts
$191M
Net Calls
+$78.3M
Net Calls Change
-$8.82M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.55B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.66B
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$181M
4
EIG
4
EdgePoint Investment Group
Ontario, Canada
$131M
5
SPC
5
Silver Point Capital
Connecticut
$362M

Top Sellers

1
BG
1
Baupost Group
Massachusetts
$69.3M
2
ACM
2
Abrams Capital Management
Massachusetts
$0
3
SCM
3
Steadfast Capital Management
New York
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.31B
5
Boston Partners
5
Boston Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
351
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K – – –
KFI
352
Key Financial Inc
Pennsylvania
$3K – – –
AFG
353
Albion Financial Group
Utah
$3K – – –
RTL
354
Red Tortoise LLC
Georgia
$3K +$3K +249 New
OSAM
355
O'Shaughnessy Asset Management
Connecticut
$2K -$2.34K -293 -54%
BC
356
Bartlett & Co
Ohio
$2K – – –
EI
357
Ellevest Inc
New York
$2K – – –
CFFP
358
Center for Financial Planning
Michigan
$2K – – –
BU
359
BBVA USA
Alabama
$2K – – –
PB
360
Pinnacle Bancorp
Nebraska
$2K – – –
GWSG
361
GPS Wealth Strategies Group
Colorado
$2K – – –
RFA
362
Reilly Financial Advisors
California
$2K – – –
PGAM
363
Princeton Global Asset Management
New Jersey
$2K – – –
GKWIM
364
Gerber Kawasaki Wealth & Investment Management
California
$2K +$2K +2 New
Rockefeller Capital Management
365
Rockefeller Capital Management
New York
$2K +$340 +41 +21%
GWS
366
Glassman Wealth Services
Virginia
$2K +$651 +84 +48%
CI Investments Inc
367
CI Investments Inc
Ontario, Canada
$2K +$2K +185 New
BIA
368
Bell Investment Advisors
California
$2K +$2K +231 New
BCWM
369
Bartlett & Co Wealth Management
Ohio
$1.92K – – –
Koshinski Asset Management
370
Koshinski Asset Management
Illinois
$1.92K +$1.92K +200 New
LC
371
Lindbrook Capital
California
$1K -$5.73K -447 -85%
ZB
372
Zions Bancorporation
Utah
$1K -$2.48K -258 -71%
SC
373
Sierra Capital
Florida
$1K – – –
MAWCM
374
Mine & Arao Wealth Creation & Management
California
$1K – – –
BA
375
Bellwether Advisors
Nebraska
$1K – – –
13 14
15
16 17