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PG&E
PCG

Overview Fund Activity

556 hedge funds and large institutions have $32.1B invested in PG&E in 2023 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 247 increasing their positions, 142 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+18
Holders Change %
+3.35%
% of All Funds
8.77%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
69
Increased
247
Reduced
142
Closed
49
Calls
$456M
Puts
$505M
Net Calls
-$48.6M
Net Calls Change
-$52.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.62B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.13B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.26B
4
BlackRock
4
BlackRock
New York
$2.49B
5
Capital International Investors
5
Capital International Investors
California
$1.75B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.24B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$711M
3
BC
3
Brookfield Corp
Ontario, Canada
$168M
4
ZP
4
Zimmer Partners
New York
$201M
5
TP
5
Third Point
New York
$933M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPW
376
Impact Partnership Wealth
Georgia
$352K +$352K +20,372 New
TPCW
377
TD Private Client Wealth
New York
$351K +$11.5K +665 +3%
BCM
378
Brasada Capital Management
Texas
$346K – – –
ALAM
379
Asahi Life Asset Management
Japan
$345K -$19.4K -1,120 -5%
CA
380
CoreCap Advisors
Michigan
$345K +$345K +19,973 New
NA
381
NewEdge Advisors
Louisiana
$341K -$264K -15,255 -44%
VT
382
Vise Technologies
New York
$340K -$6.95K -402 -2%
AIP
383
Ameritas Investment Partners
Nebraska
$339K – – –
OSAM
384
O'Shaughnessy Asset Management
Connecticut
$335K -$65.2K -3,771 -16%
TWM
385
TriaGen Wealth Management
California
$327K +$1.69K +98 +0.5%
FW
386
FirstPurpose Wealth
Utah
$320K +$13.8K +801 +5%
ZB
387
Zions Bancorporation
Utah
$319K +$691 +40 +0.2%
MYAM
388
Meiji Yasuda Asset Management
Japan
$315K +$55.1K +3,193 +21%
CAAS
389
Capital Asset Advisory Services
Michigan
$311K – – –
CGL
390
Clarius Group LLC
Washington
$308K +$30.1K +1,742 +11%
EI
391
Ethic Inc
New York
$307K -$1.66K -96 -0.5%
GCM
392
Graham Capital Management
Connecticut
$301K -$670K -38,784 -69%
DWM
393
Drive Wealth Management
Utah
$301K -$23K -1,333 -7%
BL
394
Balentine LLC
Georgia
$299K -$79.2K -4,586 -21%
R
395
Rebalance
California
$295K – – –
SC
396
Scotia Capital
Ontario, Canada
$295K +$295K +17,063 New
FIA
397
Foundations Investment Advisors
Arizona
$286K +$286K +16,569 New
Carson Wealth (CWM LLC)
398
Carson Wealth (CWM LLC)
Nebraska
$277K -$11.3K -654 -4%
DILIC
399
Dai-ichi Life Insurance Company
Japan
$276K – – –
BAMF
400
BI Asset Management Fondsmaeglerselskab
Denmark
$273K -$5.16K -298 -2%
14 15
16
17 18