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444 hedge funds and large institutions have $15.7B invested in PG&E in 2022 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 154 increasing their positions, 137 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more call options, than puts

Call options by funds: $303M | Put options by funds: $105M

63% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 40

18.65% more ownership

Funds ownership: 61.22%79.86% (+19%)

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

12% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 137

4% more funds holding

Funds holding: 425444 (+19)

13% less capital invested

Capital invested by funds: $18B → $15.7B (-$2.31B)

Holders
444
Holders Change
+19
Holders Change %
+4.47%
% of All Funds
7.48%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.27%
New
65
Increased
154
Reduced
137
Closed
40
Calls
$303M
Puts
$105M
Net Calls
+$198M
Net Calls Change
+$181M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
401
Whittier Trust
California
$3K
CA
402
Crewe Advisors
Utah
$3K +$3.53K +300 New
ETC
403
Exchange Traded Concepts
Oklahoma
$3K +$3.85K +327 New
BC
404
Bartlett & Co
Ohio
$2K
CT
405
Cambridge Trust
Massachusetts
$2K
CFFP
406
Center for Financial Planning
Michigan
$2K
EI
407
Ellevest Inc
New York
$2K
EWA
408
EverSource Wealth Advisors
Alabama
$2K
PB
409
Pinnacle Bancorp
Nebraska
$2K
QC
410
Quent Capital
New York
$2K
CI Investments Inc
411
CI Investments Inc
Ontario, Canada
$2K +$753 +64 +35%
SC
412
Schubert & Co
Texas
$2K +$964 +82 +73%
IIL
413
Insight Inv LLC
California
$2K +$1.99K +169 New
TWP
414
TFO Wealth Partners
Ohio
$2K +$2.4K +204 New
BCWM
415
Bartlett & Co Wealth Management
Ohio
$2K
HWMA
416
Heritage Wealth Management (Arizona)
Arizona
$1.5K
VVP
417
Venture Visionary Partners
Ohio
$1.24K +$1.46K +124 New
BA
418
Bellwether Advisors
Nebraska
$1K -$1.22M -104,068 -100%
MPWT
419
MassMutual Private Wealth & Trust
Connecticut
$1K -$1.24K -105 -61%
AA
420
AlphaMark Advisors
Kentucky
$1K -$1.18K -100 -50%
DI
421
Disciplined Investments
Oklahoma
$1K -$176 -15 -13%
AWM
422
Accel Wealth Management
Iowa
$1K
ADL
423
Asset Dedication LLC
California
$1K
CAL
424
Capital Analysts LLC
Pennsylvania
$1K
IRC
425
Investors Research Corp
Georgia
$1K