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PG&E
PCG

Overview Fund Activity

429 hedge funds and large institutions have $17.7B invested in PG&E in 2021 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 124 increasing their positions, 133 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+33
Holders Change %
+8.33%
% of All Funds
6.63%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.36%
New
84
Increased
124
Reduced
133
Closed
46
Calls
$178M
Puts
$115M
Net Calls
+$63.9M
Net Calls Change
-$14.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$886M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$192M
3
Capital International Investors
Capital International Investors
California
$507M
4
LCM
Laurion Capital Management
New York
$210M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$63.8M

Top Sellers

1
BlackRock
BlackRock
New York
$958M
2
ZP
Zimmer Partners
New York
$268M
3
RCM
Redwood Capital Management
New York
$28M
4
BG
Baupost Group
Massachusetts
$0
5
SPC
Silver Point Capital
Connecticut
$394M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
376
Howe & Rusling
New York
$4K – – –
JFGIW
377
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K – – –
LFG
378
Larson Financial Group
Missouri
$4K – – –
KFI
379
Key Financial Inc
Pennsylvania
$4K – – –
GWS
380
Glassman Wealth Services
Virginia
$4K +$755 +60 +23%
BIA
381
Bell Investment Advisors
California
$4K +$1.15K +93 +40%
RFA
382
Reilly Financial Advisors
California
$3K – – –
CI Investments Inc
383
CI Investments Inc
Ontario, Canada
$3K +$716 +58 +31%
BFC
384
Bedel Financial Consulting
Indiana
$3K +$3K +250 New
SBL
385
Sargent Bickham Lagudis
Colorado
$3K +$3K +260 New
SCA
386
Snowden Capital Advisors
New York
$3K +$3K +304 New
Koshinski Asset Management
387
Koshinski Asset Management
Illinois
$2.43K – – –
PGAM
388
Princeton Global Asset Management
New Jersey
$2K -$619 -43 -24%
EI
389
Ellevest Inc
New York
$2K – – –
ADL
390
Asset Dedication LLC
California
$2K – – –
CFFP
391
Center for Financial Planning
Michigan
$2K – – –
PB
392
Pinnacle Bancorp
Nebraska
$2K – – –
EWA
393
EverSource Wealth Advisors
Alabama
$2K +$2K +158 New
CT
394
Cambridge Trust
Massachusetts
$2K +$2K +160 New
JWA
395
JFS Wealth Advisors
Pennsylvania
$2K +$1.89K +178 +1,780%
AA
396
AlphaMark Advisors
Kentucky
$2K +$2K +200 New
Manulife (Manufacturers Life Insurance)
397
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.99K +$153 +12,654 +8%
SWA
398
Sutton Wealth Advisors
Florida
$1.23K +$1.23K +101 New
TPCW
399
TD Private Client Wealth
New York
$1.02K +$583 +48 +133%
Rockefeller Capital Management
400
Rockefeller Capital Management
New York
$1K -$1.59K -148 -61%
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16
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