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PG&E
PCG

438 hedge funds and large institutions have $16.5B invested in PG&E in 2021 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 151 increasing their positions, 112 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more call options, than puts

Call options by funds: $342M | Put options by funds: $96.5M

35% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 112

1.4% more ownership

Funds ownership: 69.83% → 71.23% (+1.4%)

7% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 67

0% more funds holding

Funds holding: 437 → 438 (+1)

4% less capital invested

Capital invested by funds: $17.3B → $16.5B (-$768M)

13% less funds holding in top 10

Funds holding in top 10: 39 → 34 (-5)

Holders
438
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
7.69%
Holding in Top 10
34
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.82%
% of All Funds
0.6%
New
72
Increased
151
Reduced
112
Closed
67
Calls
$342M
Puts
$96.5M
Net Calls
+$246M
Net Calls Change
+$140M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$131M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$112M
3
Capital International Investors
Capital International Investors
California
+$108M
4
Deutsche Bank
Deutsche Bank
Germany
+$91.1M
5
BlackRock
BlackRock
New York
+$76.4M

Top Sellers

1
AL
Appaloosa LP
New Jersey
-$160M
2
CS
Credit Suisse
Switzerland
-$158M
3
ZP
Zimmer Partners
New York
-$96.3M
4
ACG
Anchorage Capital Group
New York
-$85.2M
5
SCM
Steadfast Capital Management
New York
-$77.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
401
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$1.51K +130 +213%
HWMA
402
Heritage Wealth Management (Arizona)
Arizona
$2K +$1.74K +150 New
EI
403
Ellevest Inc
New York
$2K +$2.32K +200 New
WP
404
WealthShield Partners
North Carolina
$2K +$2.32K +200 New
GWSG
405
GPS Wealth Strategies Group
Colorado
$2K +$2.61K +225 New
Walleye Capital
406
Walleye Capital
New York
$1.78K +$1.77M +152,414 New
PCG
407
Private Capital Group
Connecticut
$1K -$5.62K -484 -86%
AWM
408
Accel Wealth Management
Iowa
$1K – – –
BA
409
Bellwether Advisors
Nebraska
$1K – – –
FHA
410
First Horizon Advisors
Tennessee
$1K – – –
IRC
411
Investors Research Corp
Georgia
$1K – – –
JCM
412
Jacobi Capital Management
Pennsylvania
$1K – – –
MAM
413
Meeder Asset Management
Ohio
$1K – – –
MAWCM
414
Mine & Arao Wealth Creation & Management
California
$1K – – –
NSIM
415
North Star Investment Management
Illinois
$1K – – –
OC
416
Oakworth Capital
Alabama
$1K – – –
VNA
417
Valley National Advisers
Pennsylvania
$1K – – –
WWM
418
Wolff Wiese Magana
California
$1K – – –
CA
419
Clearstead Advisors
Ohio
$1K +$581 +50 New
SC
420
Sierra Capital
Florida
$1K +$801 +69 New
SFO
421
Standard Family Office
South Dakota
$1K +$987 +85 New
CAL
422
Capital Analysts LLC
Pennsylvania
$1K +$1.08K +93 New
EP
423
Eudaimonia Partners
Tennessee
$1K +$1.16K +100 New
HI
424
Harbour Investments
Wisconsin
$1K +$1.2K +103 New
SWA
425
Sutton Wealth Advisors
Florida
$984 – – –
15 16
17
18 19

PCG Hedge Fund Activity: Q1 2021 in Review

438 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PG&E (PCG) for Q1 2021, worth a combined $16.5B — down 4.4% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new PCG positions and 67 closed out — a net gain of 5 holders — while 151 added to existing stakes and 112 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $131M. The largest seller was Appaloosa LP, cutting an estimated $160M.

  • 438 institutional investors held PG&E (PCG) as of Q1 2021, up from 437 in Q4 2020.
  • Funds reported $16.5B of PG&E stock for Q1 2021, down 4.4% quarter-over-quarter.
  • 72 funds opened new PG&E positions in Q1 2021 and 67 closed out, a net change of +5 holders.
  • The largest PG&E buyer in Q1 2021 was Fidelity Investments, an estimated $131M added.
  • The largest PG&E seller in Q1 2021 was Appaloosa LP, an estimated $160M sold.

Based on aggregated 13F filings for Q1 2021.