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PG&E
PCG

Overview Fund Activity

652 hedge funds and large institutions have $33.5B invested in PG&E in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 252 increasing their positions, 211 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+21
Holders Change %
+3.33%
% of All Funds
9.45%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
98
Increased
252
Reduced
211
Closed
68
Calls
$356M
Puts
$167M
Net Calls
+$189M
Net Calls Change
+$279M

Top Buyers

1
Millennium Management
Millennium Management
New York
$233M
2
Deutsche Bank
Deutsche Bank
Germany
$673M
3
BlackRock
BlackRock
New York
$2.82B
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.73B
5
CC
Covalis Capital
United Kingdom
$112M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$217M
2
Jane Street
Jane Street
New York
$5.37M
3
Morgan Stanley
Morgan Stanley
New York
$216M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$6.72M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.77B
Name Holding Trade Value Shares
Change 		Shares
Change %
CCWA
376
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$522K – – –
CWR
377
Chico Wealth RIA
California
$519K +$87.6K +5,224 +20%
ODFS
378
O'Donnell Financial Services
California
$513K +$513K +30,633 New
Lido Advisors
379
Lido Advisors
California
$506K +$3.82K +228 +0.8%
CA
380
Cetera Advisors
Colorado
$503K +$503K +30,001 New
FTDI
381
First Trust Direct Indexing
Massachusetts
$502K -$100K -5,984 -17%
MYAM
382
Meiji Yasuda Asset Management
Japan
$501K +$110K +6,590 +28%
HI
383
Horizon Investments
North Carolina
$491K +$50 +3 +0%
APM
384
Advanced Portfolio Management
New York
$484K +$484K +28,889 New
FRM
385
Fox Run Management
Connecticut
$480K +$480K +28,636 New
TG
386
TCW Group
California
$480K -$82.6K -4,931 -15%
TPCW
387
TD Private Client Wealth
New York
$471K +$38.8K +2,315 +9%
EF
388
Empowered Funds
Pennsylvania
$469K +$36.4K +2,170 +8%
GAM
389
Gemmer Asset Management
California
$460K +$19.3K +1,153 +4%
SI
390
Symmetry Investments
Jersey
$459K +$459K +27,407 New
UCFA
391
United Capital Financial Advisors
Texas
$443K -$63.5K -3,786 -13%
Fifth Third Bancorp
392
Fifth Third Bancorp
Ohio
$442K +$79K +4,711 +22%
OSAM
393
O'Shaughnessy Asset Management
Connecticut
$441K +$67.8K +4,045 +18%
Carson Wealth (CWM LLC)
394
Carson Wealth (CWM LLC)
Nebraska
$427K +$99.2K +5,918 +30%
WFA
395
WestHill Financial Advisors
California
$423K +$59.8K +3,570 +16%
BP
396
BBR Partners
New York
$419K – – –
OTL
397
Oak Thistle LLC
New York
$417K -$1.23M -73,589 -75%
IC
398
IEQ Capital
California
$413K +$88.4K +5,275 +27%
CG
399
Caprock Group
Idaho
$407K +$63K +3,759 +18%
AIM
400
Aigen Investment Management
New York
$405K +$405K +24,192 New
14 15
16
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