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PG&E
PCG

Overview Fund Activity

538 hedge funds and large institutions have $29.2B invested in PG&E in 2023 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 227 increasing their positions, 142 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+18
Holders Change %
+3.46%
% of All Funds
8.61%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
85
Increased
227
Reduced
142
Closed
56
Calls
$221M
Puts
$218M
Net Calls
+$3.72M
Net Calls Change
-$56.8M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.01B
2
BlackRock
2
BlackRock
New York
$2.17B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.81B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$211M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$861M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.4B
2
Jane Street
2
Jane Street
New York
$20.6M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$4.7M
4
OCM
4
Oaktree Capital Management
California
$90.6M
5
SSA
5
Schonfeld Strategic Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
401
Axa
France
$208K -$2.75K -170 -1%
AIM
402
Athena Investment Management
California
$208K – – –
RJT
403
Raymond James Trust
Florida
$193K +$193K +11,910 New
HWM
404
HB Wealth Management
Georgia
$190K +$190K +11,762 New
OCBCO
405
Oversea-Chinese Banking Corp (OCBC)
Singapore
$190K -$33.1K -2,047 -15%
BPA
406
Beacon Pointe Advisors
California
$187K -$14.5K -894 -7%
BP
407
Ballentine Partners
Massachusetts
$182K +$13.6K +843 +8%
ECM
408
ExodusPoint Capital Management
New York
$180K -$1.44M -89,077 -89%
ASN
409
Advisory Services Network
Georgia
$177K +$16.2K +1,003 +10%
PTC
410
Private Trust Company
Ohio
$176K – – –
MF
411
Manchester Financial
California
$174K – – –
SIM
412
Sentry Investment Management
Wisconsin
$167K -$3.84K -238 -2%
Fifth Third Bancorp
413
Fifth Third Bancorp
Ohio
$152K +$34.1K +2,109 +29%
HFM
414
Harvest Fund Management
China
$149K +$92.6K +5,737 +164%
CI Investments Inc
415
CI Investments Inc
Ontario, Canada
$147K +$73.6K +4,545 +100%
GRP
416
Global Retirement Partners
California
$146K +$21.8K +1,258 +17%
AG
417
AIA Group
Hong Kong
$119K – – –
CFGS
418
Concourse Financial Group Securities
Alabama
$119K +$6.52K +403 +6%
S
419
SignatureFD
Georgia
$117K +$13.7K +845 +13%
QCG
420
Quadrant Capital Group
Ohio
$112K +$38.9K +2,407 +53%
VWM
421
Venturi Wealth Management
Texas
$109K +$109K +6,725 New
EWA
422
EverSource Wealth Advisors
Alabama
$92.3K +$79.4K +4,910 +617%
PA
423
Parallel Advisors
California
$86.9K +$24K +1,487 +38%
TWC
424
TD Waterhouse Canada
Ontario, Canada
$80.9K – – –
PCFFS
425
Pacific Center for Financial Services
California
$78.5K +$78.5K +4,855 New
15 16
17
18 19