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PG&E
PCG

Overview Fund Activity

538 hedge funds and large institutions have $29.2B invested in PG&E in 2023 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 227 increasing their positions, 142 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+18
Holders Change %
+3.46%
% of All Funds
8.61%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
85
Increased
227
Reduced
142
Closed
56
Calls
$221M
Puts
$218M
Net Calls
+$3.72M
Net Calls Change
-$56.8M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.01B
2
BlackRock
2
BlackRock
New York
$2.17B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.81B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$211M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$861M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.4B
2
Jane Street
2
Jane Street
New York
$20.6M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$4.7M
4
OCM
4
Oaktree Capital Management
California
$90.6M
5
SSA
5
Schonfeld Strategic Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PSP
351
Principal Street Partners
Tennessee
$322K -$14.7K -906 -4%
TPCW
352
TD Private Client Wealth
New York
$318K +$313K +19,335 +5,949%
AIP
353
Ameritas Investment Partners
Nebraska
$317K – – –
CI
354
Cigna Investments
Connecticut
$316K -$7.8K -482 -2%
Lido Advisors
355
Lido Advisors
California
$316K +$30.9K +1,910 +11%
FMAEN1
356
Fund Management at Engine No 1
California
$316K +$29.2K +1,804 +10%
SI
357
Stephens Inc
Arkansas
$314K +$151K +9,364 +93%
TWM
358
TriaGen Wealth Management
California
$304K – – –
QCM
359
Quantinno Capital Management
New York
$304K +$41.7K +2,581 +16%
DWM
360
Drive Wealth Management
Utah
$303K +$4.09K +253 +1%
PAS
361
Park Avenue Securities
New York
$299K +$299K +18,505 New
ZB
362
Zions Bancorporation
Utah
$297K +$29.9K +1,852 +11%
EF
363
Empirical Finance
Pennsylvania
$296K +$98.4K +6,087 +50%
PL
364
Perpetual Ltd
Australia
$295K +$295K +18,242 New
EI
365
Ethic Inc
New York
$288K +$52.4K +3,238 +22%
FW
366
FirstPurpose Wealth
Utah
$287K +$5.69K +352 +2%
BA
367
Bluesphere Advisors
Pennsylvania
$283K +$283K +17,488 New
CAAS
368
Capital Asset Advisory Services
Michigan
$282K +$1.63K +101 +0.6%
R
369
Rebalance
California
$276K +$276K +17,085 New
GT
370
Greenleaf Trust
Michigan
$272K +$13.4K +828 +5%
Carson Wealth (CWM LLC)
371
Carson Wealth (CWM LLC)
Nebraska
$269K +$40K +2,478 +17%
AWM
372
AE Wealth Management
Kansas
$269K +$80.6K +4,982 +43%
BSW
373
Buckingham Strategic Wealth
Missouri
$264K – – –
ACA
374
Atlas Capital Advisors
Wyoming
$262K +$420 +26 +0.2%
CGL
375
Clarius Group LLC
Washington
$260K +$260K +16,108 New
13 14
15
16 17