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PG&E
PCG

Overview Fund Activity

520 hedge funds and large institutions have $28.9B invested in PG&E in 2022 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 199 increasing their positions, 122 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+80
Holders Change %
+18.18%
% of All Funds
8.39%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
130
Increased
199
Reduced
122
Closed
42
Calls
$253M
Puts
$193M
Net Calls
+$60.5M
Net Calls Change
-$208M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$704M
2
Capital International Investors
2
Capital International Investors
California
$1.39B
3
Citadel Advisors
3
Citadel Advisors
Florida
$220M
4
Jane Street
4
Jane Street
New York
$147M
5
BlackRock
5
BlackRock
New York
$1.94B

Top Sellers

1
GFA
1
Gallagher Fiduciary Advisors
Illinois
$402M
2
OCM
2
Oaktree Capital Management
California
$126M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$794M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.88B
5
EIG
5
EdgePoint Investment Group
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
351
Capital Asset Advisory Services
Michigan
$282K -$2.73K -168 -1%
GM
352
GeoWealth Management
Illinois
$273K -$5.41K -332 -2%
ZB
353
Zions Bancorporation
Utah
$269K +$3.02K +186 +1%
BSW
354
Buckingham Strategic Wealth
Missouri
$264K +$504 +31 +0.2%
QCM
355
Quantinno Capital Management
New York
$264K +$264K +16,240 New
ACA
356
Atlas Capital Advisors
Wyoming
$263K +$238K +14,639 +937%
GT
357
Greenleaf Trust
Michigan
$260K +$260K +15,986 New
DILIC
358
Dai-ichi Life Insurance Company
Japan
$260K – – –
TYCC
359
Texas Yale Capital Corp
Florida
$252K – – –
MNBTD
360
Moody National Bank Trust Division
Texas
$246K +$246K +15,156 New
LC
361
Lindbrook Capital
California
$239K +$12.3K +758 +5%
EI
362
Ethic Inc
New York
$237K +$237K +14,603 New
GT
363
Glenmede Trust
Pennsylvania
$233K +$233K +14,319 New
Carson Wealth (CWM LLC)
364
Carson Wealth (CWM LLC)
Nebraska
$231K +$54.2K +3,327 +31%
OSAM
365
O'Shaughnessy Asset Management
Connecticut
$230K +$230K +14,152 New
BAMF
366
BI Asset Management Fondsmaeglerselskab
Denmark
$230K +$230K +14,165 New
OCBCO
367
Oversea-Chinese Banking Corp (OCBC)
Singapore
$224K +$224K +13,804 New
LNWWM
368
Laird Norton Wetherby Wealth Management
California
$223K +$223K +13,738 New
B
369
BetterWealth
California
$221K – – –
SFI
370
Siemens Fonds Invest
Germany
$220K +$220K +13,556 New
Pacer Advisors
371
Pacer Advisors
Pennsylvania
$216K +$216K +13,312 New
KAS
372
Kestra Advisory Services
Texas
$214K +$42.4K +2,608 +25%
Axa
373
Axa
France
$212K +$22.3K +1,372 +12%
AIM
374
Athena Investment Management
California
$209K +$8.57K +527 +4%
JF
375
Jump Financial
Illinois
$206K +$206K +12,675 New
13 14
15
16 17