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PG&E
PCG

Overview Fund Activity

594 hedge funds and large institutions have $32.1B invested in PG&E in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 267 increasing their positions, 147 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+38
Holders Change %
+6.83%
% of All Funds
9.47%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
86
Increased
267
Reduced
147
Closed
41
Calls
$390M
Puts
$521M
Net Calls
-$132M
Net Calls Change
-$82.9M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.33B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.82B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.35B
4
BlackRock
4
BlackRock
New York
$2.61B
5
State Street
5
State Street
Massachusetts
$1.68B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.79B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$560M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$271M
4
SSP
4
Sixth Street Partners
Texas
$363M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$2.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
Assenagon Asset Management
351
Assenagon Asset Management
Luxembourg
$515K +$24.2K +1,503 +5%
CCWA
352
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$502K – – –
LAS
353
Lloyd Advisory Services
Georgia
$498K +$498K +30,866 New
NG
354
Norden Group
Utah
$498K +$498K +30,866 New
ASN
355
Advisory Services Network
Georgia
$497K +$34.9K +2,164 +8%
CP
356
CenterBook Partners
Connecticut
$492K +$492K +30,494 New
GCP
357
Garda Capital Partners
Minnesota
$485K +$485K +30,040 New
SP
358
Symmetry Partners
Connecticut
$484K – – –
FMAEN1
359
Fund Management at Engine No 1
California
$483K +$143K +8,875 +42%
EF
360
Empirical Finance
Pennsylvania
$481K +$94.4K +5,855 +24%
HI
361
Horizon Investments
North Carolina
$475K +$102K +6,334 +27%
KI
362
Kapitalo Investimentos
Brazil
$473K +$325K +20,164 +220%
WA
363
WESPAC Advisors
California
$464K +$30.3K +1,878 +7%
KAS
364
Kestra Advisory Services
Texas
$461K +$125K +7,756 +37%
SLWA
365
San Luis Wealth Advisors
California
$452K -$31.5K -1,957 -7%
GI
366
GAMCO Investors
Connecticut
$439K -$118K -7,331 -21%
MTCM
367
Mint Tower Capital Management
Netherlands
$438K +$438K +27,125 New
FTDI
368
First Trust Direct Indexing
Massachusetts
$438K +$53.2K +3,299 +14%
TPCW
369
TD Private Client Wealth
New York
$437K +$109K +6,764 +33%
GAM
370
Gemmer Asset Management
California
$424K – – –
SFA
371
Sequoia Financial Advisors
Ohio
$421K +$4.32K +268 +1%
CWR
372
Chico Wealth RIA
California
$415K – – –
OSAM
373
O'Shaughnessy Asset Management
Connecticut
$408K +$95.4K +5,913 +30%
BCM
374
Bornite Capital Management
New York
$403K – – –
BP
375
BBR Partners
New York
$403K +$403K +25,000 New
13 14
15
16 17