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PG&E
PCG

Overview Fund Activity

510 hedge funds and large institutions have $21.9B invested in PG&E in 2014 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 178 increasing their positions, 149 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+63
Holders Change %
+14.09%
% of All Funds
13.61%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
102
Increased
178
Reduced
149
Closed
30
Calls
$23.2M
Puts
$8.27M
Net Calls
+$15M
Net Calls Change
-$34.6M

Top Buyers

1
ACM
Americafirst Capital Management
California
$1.51B
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.48B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$155M
4
Goldman Sachs
Goldman Sachs
New York
$426M
5
State Street
State Street
Massachusetts
$1.32B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.74B
2
Deutsche Bank
Deutsche Bank
Germany
$678M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.44B
4
Lazard Asset Management
Lazard Asset Management
New York
$266M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$40.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
401
Financial Management Professionals
Texas
$213K – – –
CC
402
Cannell & Co
New York
$213K +$213K +4,000 New
NB
403
NBT Bank
New York
$213K +$213K +4,001 New
LNWWM
404
Laird Norton Wetherby Wealth Management
California
$212K +$212K +3,973 New
SWM
405
SVA Wealth Management
Wisconsin
$207K +$207K +3,882 New
VF
406
Virtu Financial
New York
$204K +$204K +3,836 New
PL
407
Perpetual Ltd
Australia
$201K +$201K +3,782 New
NPC
408
National Planning Corporation
California
$181K +$181K +3,315 New
PSI
409
Pinnacle Summer Investments
Virginia
$178K – – –
GIS
410
Guardian Investor Services
New York
$175K -$2.98K -56 -2%
FMLI
411
Fukoku Mutual Life Insurance
Japan
$170K – – –
ST
412
Spot Trading
Illinois
$167K +$167K +3,142 New
SC
413
SRB Corp
Massachusetts
$158K +$158K +2,974 New
AIM
414
Advantage Investment Management
Iowa
$153K +$153K +2,870 New
NCMG
415
NCM Capital Management Group
North Carolina
$152K +$152K +2,850 New
FIG
416
Fusion Investment Group
Pennsylvania
$151K +$151K +2,837 New
TFA
417
Transamerica Financial Advisors
Florida
$147K +$15.7K +295 +12%
GLI
418
Guardian Life Insurance
New York
$144K +$1.38K +26 +1%
MFS
419
MSI Financial Services
Massachusetts
$137K -$53.5K -1,003 -28%
Envestnet Asset Management
420
Envestnet Asset Management
Illinois
$135K +$133K +2,492 +5,933%
MSFP
421
Mark Sheptoff Financial Planning
Connecticut
$133K – – –
W
422
Wealthfront
California
$117K +$11.3K +211 +11%
IRS
423
Invictus RG (Singapore)
Singapore
$116K +$116K +2,184 New
MAM
424
Mizuho Asset Management
Japan
$108K +$18.4K +345 +20%
SSB
425
Sandy Spring Bank
Maryland
$105K +$695 +13 +0.7%
15 16
17
18 19