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PG&E
PCG

Overview Fund Activity

520 hedge funds and large institutions have $28.9B invested in PG&E in 2022 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 199 increasing their positions, 122 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+80
Holders Change %
+18.18%
% of All Funds
8.39%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
130
Increased
199
Reduced
122
Closed
42
Calls
$253M
Puts
$193M
Net Calls
+$60.5M
Net Calls Change
-$208M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$704M
2
Capital International Investors
2
Capital International Investors
California
$1.39B
3
Citadel Advisors
3
Citadel Advisors
Florida
$220M
4
Jane Street
4
Jane Street
New York
$147M
5
BlackRock
5
BlackRock
New York
$1.94B

Top Sellers

1
GFA
1
Gallagher Fiduciary Advisors
Illinois
$402M
2
OCM
2
Oaktree Capital Management
California
$126M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$794M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.88B
5
EIG
5
EdgePoint Investment Group
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
376
Beacon Pointe Advisors
California
$202K +$202K +12,449 New
EF
377
Empirical Finance
Pennsylvania
$199K +$199K +12,248 New
FTDI
378
First Trust Direct Indexing
Massachusetts
$192K +$192K +11,825 New
IC
379
IEQ Capital
California
$189K +$189K +11,650 New
AWM
380
AE Wealth Management
Kansas
$189K +$189K +11,636 New
PTC
381
Private Trust Company
Ohio
$177K +$4.63K +285 +3%
MF
382
Manchester Financial
California
$175K – – –
ZCA
383
Zeke Capital Advisors
Pennsylvania
$174K +$174K +10,705 New
WWP
384
Waypoint Wealth Partners
California
$174K +$174K +10,705 New
SIM
385
Sentry Investment Management
Wisconsin
$172K +$172K +10,580 New
BP
386
Ballentine Partners
Massachusetts
$169K +$169K +10,391 New
SI
387
Stephens Inc
Arkansas
$163K +$163K +10,030 New
ASN
388
Advisory Services Network
Georgia
$162K +$162K +9,947 New
CSS
389
Cubist Systematic Strategies
Connecticut
$161K -$1.72M -106,014 -91%
AG
390
AIA Group
Hong Kong
$120K -$81.9K -5,035 -41%
Fifth Third Bancorp
391
Fifth Third Bancorp
Ohio
$118K +$109K +6,729 +1,255%
GRP
392
Global Retirement Partners
California
$117K -$585 -36 -0.5%
CFGS
393
Concourse Financial Group Securities
Alabama
$113K +$1.45K +89 +1%
S
394
SignatureFD
Georgia
$104K +$42.8K +2,635 +70%
IA
395
IFP Advisors
Florida
$89K -$930K -22,356 -91%
GTCM
396
Gyon Technologies Capital Management
New Jersey
$87.6K +$87.6K +5,390 New
Dimensional Fund Advisors
397
Dimensional Fund Advisors
Texas
$82.4K +$10.4K +640,826 +14%
TWC
398
TD Waterhouse Canada
Ontario, Canada
$78.4K – – –
CI Investments Inc
399
CI Investments Inc
Ontario, Canada
$74K +$38.8K +2,377 +110%
QCG
400
Quadrant Capital Group
Ohio
$73.5K +$35.3K +2,171 +92%
14 15
16
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