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PG&E
PCG

Overview Fund Activity

436 hedge funds and large institutions have $16.5B invested in PG&E in 2021 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 149 increasing their positions, 112 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
7.68%
Holding in Top 10
34
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.82%
% of All Funds
0.6%
New
72
Increased
149
Reduced
112
Closed
67
Calls
$342M
Puts
$96.5M
Net Calls
+$246M
Net Calls Change
+$142M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.87B
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$113M
3
Capital International Investors
3
Capital International Investors
California
$491M
4
Deutsche Bank
4
Deutsche Bank
Germany
$187M
5
BlackRock
5
BlackRock
New York
$978M

Top Sellers

1
AL
1
Appaloosa LP
New Jersey
$335M
2
CS
2
Credit Suisse
Switzerland
$164M
3
ZP
3
Zimmer Partners
New York
$549M
4
ACG
4
Anchorage Capital Group
New York
$0
5
SCM
5
Steadfast Capital Management
New York
$302M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
376
International Assets Investment Management
Florida
$6K +$3K +225 +100%
AFS
377
Annapolis Financial Services
Maryland
$5K – – –
FPFS
378
First Personal Financial Services
North Carolina
$5K – – –
HR
379
Howe & Rusling
New York
$5K +$717 +67 +17%
APA
380
American Portfolios Advisors
New York
$4.65K -$2.89K -247 -38%
PFBT
381
Parkside Financial Bank & Trust
Missouri
$4K -$1.41K -139 -26%
JFGIW
382
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K – – –
TCM
383
Tradewinds Capital Management
Washington
$4K – – –
ZB
384
Zions Bancorporation
Utah
$4K – – –
FRA
385
Front Row Advisors
California
$4K – – –
FIA
386
FNY Investment Advisers
New York
$4K – – –
KFI
387
Key Financial Inc
Pennsylvania
$4K – – –
RFA
388
Reilly Financial Advisors
California
$3K – – –
TWA
389
TCI Wealth Advisors
Arizona
$3K +$1.65K +150 +123%
MWP
390
Meridian Wealth Partners
Pennsylvania
$3K +$3K +280 New
BCWM
391
Bartlett & Co Wealth Management
Ohio
$2.34K -$972 -83 -29%
Nisa Investment Advisors
392
Nisa Investment Advisors
Missouri
$2.07K +$2.07K +176,500 New
BC
393
Bartlett & Co
Ohio
$2K -$830 -83 -29%
CFFP
394
Center for Financial Planning
Michigan
$2K – – –
GWS
395
Glassman Wealth Services
Virginia
$2K – – –
PB
396
Pinnacle Bancorp
Nebraska
$2K – – –
Jones Financial Companies
397
Jones Financial Companies
Missouri
$2K – – –
PGAM
398
Princeton Global Asset Management
New Jersey
$2K +$473 +43 +31%
EFSCE
399
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$1.36K +130 +213%
HWMA
400
Heritage Wealth Management (Arizona)
Arizona
$2K +$2K +150 New
14 15
16
17 18