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523 hedge funds and large institutions have $28.9B invested in PG&E in 2022 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 201 increasing their positions, 122 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 42

65% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 122

32% more capital invested

Capital invested by funds: $21.9B → $28.9B (+$7.02B)

31% more call options, than puts

Call options by funds: $253M | Put options by funds: $193M

18% more funds holding

Funds holding: 442523 (+81)

5.28% more ownership

Funds ownership: 84.38%89.66% (+5.3%)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

Holders
523
Holders Change
+81
Holders Change %
+18.33%
% of All Funds
8.41%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
131
Increased
201
Reduced
122
Closed
42
Calls
$253M
Puts
$193M
Net Calls
+$60.5M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
351
Lido Advisors
California
$287K +$6.83K +452 +3%
FW
352
FirstPurpose Wealth
Utah
$283K +$23.6K +1,561 +10%
CAAS
353
Capital Asset Advisory Services
Michigan
$282K -$2.54K -168 -1%
GM
354
GeoWealth Management
Illinois
$273K -$5.02K -332 -2%
ZB
355
Zions Bancorporation
Utah
$269K +$2.81K +186 +1%
BSW
356
Buckingham Strategic Wealth
Missouri
$264K +$469 +31 +0.2%
QCM
357
Quantinno Capital Management
New York
$264K +$246K +16,240 New
ACA
358
Atlas Capital Advisors
Wyoming
$263K +$221K +14,639 +937%
GT
359
Greenleaf Trust
Michigan
$260K +$242K +15,986 New
DILIC
360
Dai-ichi Life Insurance Company
Japan
$260K
TYCC
361
Texas Yale Capital Corp
Florida
$252K
MNBTD
362
Moody National Bank Trust Division
Texas
$246K +$229K +15,156 New
LC
363
Lindbrook Capital
California
$239K +$11.5K +758 +5%
EI
364
Ethic Inc
New York
$237K +$221K +14,603 New
GT
365
Glenmede Trust
Pennsylvania
$233K +$217K +14,319 New
Carson Wealth (CWM LLC)
366
Carson Wealth (CWM LLC)
Nebraska
$231K +$50.3K +3,327 +31%
OSAM
367
O'Shaughnessy Asset Management
Connecticut
$230K +$214K +14,152 New
BAMF
368
BI Asset Management Fondsmaeglerselskab
Denmark
$230K +$214K +14,165 New
OCBCO
369
Oversea-Chinese Banking Corp (OCBC)
Singapore
$224K +$209K +13,804 New
LNWWM
370
Laird Norton Wetherby Wealth Management
California
$223K +$208K +13,738 New
B
371
BetterWealth
California
$221K
SFI
372
Siemens Fonds Invest
Germany
$220K +$205K +13,556 New
Pacer Advisors
373
Pacer Advisors
Pennsylvania
$216K +$201K +13,312 New
KAS
374
Kestra Advisory Services
Texas
$214K +$39.4K +2,608 +25%
Axa
375
Axa
France
$212K +$20.7K +1,372 +12%