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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
AIM
376
Athena Investment Management
California
$209K +$7.97K +527 +4%
JF
377
Jump Financial
Illinois
$206K +$192K +12,675 New
BPA
378
Beacon Pointe Advisors
California
$202K +$188K +12,449 New
EF
379
Empirical Finance
Pennsylvania
$199K +$185K +12,248 New
FTDI
380
First Trust Direct Indexing
Massachusetts
$192K +$179K +11,825 New
IC
381
IEQ Capital
California
$189K +$176K +11,650 New
AWM
382
AE Wealth Management
Kansas
$189K +$176K +11,636 New
PTC
383
Private Trust Company
Ohio
$177K +$4.31K +285 +3%
MF
384
Manchester Financial
California
$175K
WWP
385
Waypoint Wealth Partners
California
$174K +$162K +10,705 New
ZCA
386
Zeke Capital Advisors
Pennsylvania
$174K +$162K +10,705 New
SIM
387
Sentry Investment Management
Wisconsin
$172K +$160K +10,580 New
BP
388
Ballentine Partners
Massachusetts
$169K +$157K +10,391 New
SI
389
Stephens Inc
Arkansas
$163K +$152K +10,030 New
ASN
390
Advisory Services Network
Georgia
$162K +$150K +9,947 New
CSS
391
Cubist Systematic Strategies
Connecticut
$161K -$1.6M -106,014 -91%
AG
392
AIA Group
Hong Kong
$120K -$76.1K -5,035 -41%
Fifth Third Bancorp
393
Fifth Third Bancorp
Ohio
$118K +$102K +6,729 +1,255%
GRP
394
Global Retirement Partners
California
$117K -$544 -36 -0.5%
CFGS
395
Concourse Financial Group Securities
Alabama
$113K +$1.35K +89 +1%
S
396
SignatureFD
Georgia
$104K +$39.8K +2,635 +70%
IA
397
IFP Advisors
Florida
$89K -$338K -22,356 -91%
GTCM
398
Gyon Technologies Capital Management
New Jersey
$87.6K +$81.5K +5,390 New
Dimensional Fund Advisors
399
Dimensional Fund Advisors
Texas
$82.4K +$9.69M +640,826 +14%
TWC
400
TD Waterhouse Canada
Ontario, Canada
$78.4K