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PG&E
PCG

Overview Fund Activity

608 hedge funds and large institutions have $27.8B invested in PG&E in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 223 increasing their positions, 199 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
+23
Holders Change %
+3.93%
% of All Funds
15.18%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.3%
New
68
Increased
223
Reduced
199
Closed
40
Calls
$30.9M
Puts
$37.8M
Net Calls
-$6.91M
Net Calls Change
+$23M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.6B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.53B
3
Goldman Sachs
3
Goldman Sachs
New York
$366M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$105M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$453M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$399M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.75B
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$231M
4
EVM
4
Eaton Vance Management
Massachusetts
$20.8M
5
Cohen & Steers
5
Cohen & Steers
New York
$84.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFT
401
Providence First Trust
Arizona
$390K +$390K +5,875 New
Envestnet Asset Management
402
Envestnet Asset Management
Illinois
$388K -$2.16M -32,457 -85%
MCWS
403
McKinley Carter Wealth Services
West Virginia
$386K +$4.64K +70 +1%
EWM
404
Evercore Wealth Management
New York
$383K -$151K -2,267 -28%
MIP
405
Marietta Investment Partners
Wisconsin
$378K – – –
GAM
406
Gotham Asset Management
New York
$374K -$279K -4,198 -43%
Baird Financial Group
407
Baird Financial Group
Wisconsin
$374K +$35.4K +534 +10%
IFWM
408
Institute for Wealth Management
Colorado
$374K +$374K +5,649 New
TMAM
409
Tokio Marine Asset Management
Japan
$368K -$143K -2,150 -28%
IUHSA
410
Itau Unibanco Holding S.A.
Brazil
$366K +$304K +4,591 +493%
MBT
411
Montecito Bank & Trust
California
$365K – – –
IAA
412
Independent Advisor Alliance
North Carolina
$359K -$12.2K -187 -3%
Mackenzie Financial
413
Mackenzie Financial
Ontario, Canada
$355K +$103K +1,551 +41%
IC
414
Intersect Capital
California
$354K -$9.01K -136 -2%
TYCC
415
Texas Yale Capital Corp
Florida
$354K +$354K +5,330 New
GCP
416
GSA Capital Partners
United Kingdom
$351K -$920K -13,842 -72%
JC
417
Jacobs & Co
California
$351K -$16.9K -255 -5%
Northwestern Mutual Wealth Management
418
Northwestern Mutual Wealth Management
Wisconsin
$342K +$17.2K +259 +5%
TCM
419
Traynor Capital Management
Pennsylvania
$341K +$2.76K +41 +0.8%
DTL
420
Dynamic Technology Lab
Singapore
$338K -$37.9K -570 -10%
ZIC
421
ZWJ Investment Counsel
Georgia
$332K – – –
SC
422
Scotia Capital
Ontario, Canada
$332K +$332K +5,000 New
HHC
423
Hutchin Hill Capital
New York
$325K -$146K -2,200 -31%
SHGA
424
Sand Hill Global Advisors
California
$321K – – –
SC
425
Savant Capital
Illinois
$319K -$3.59K -54 -1%
15 16
17
18 19