PCG icon

PG&E
PCG

Overview Fund Activity

556 hedge funds and large institutions have $32.1B invested in PG&E in 2023 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 247 increasing their positions, 142 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+18
Holders Change %
+3.35%
% of All Funds
8.77%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
69
Increased
247
Reduced
142
Closed
49
Calls
$456M
Puts
$505M
Net Calls
-$48.6M
Net Calls Change
-$52.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.62B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.13B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.26B
4
BlackRock
4
BlackRock
New York
$2.49B
5
Capital International Investors
5
Capital International Investors
California
$1.75B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.24B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$711M
3
BC
3
Brookfield Corp
Ontario, Canada
$168M
4
ZP
4
Zimmer Partners
New York
$201M
5
TP
5
Third Point
New York
$933M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
401
Greenleaf Trust
Michigan
$270K -$20.3K -1,174 -7%
TYCC
402
Texas Yale Capital Corp
Florida
$268K – – –
GA
403
Gateway Advisory
New Jersey
$267K -$7.48K -433 -3%
CAM
404
Centre Asset Management
New York
$263K – – –
MNBTD
405
Moody National Bank Trust Division
Texas
$262K – – –
LNWWM
406
Laird Norton Wetherby Wealth Management
California
$259K +$8.4K +486 +3%
LC
407
Lindbrook Capital
California
$255K +$3.65K +211 +1%
IC
408
IEQ Capital
California
$249K +$18.4K +1,067 +8%
BSW
409
Buckingham Strategic Wealth
Missouri
$249K -$32.2K -1,865 -11%
SFI
410
Siemens Fonds Invest
Germany
$248K +$17.9K +1,041 +8%
GM
411
GeoWealth Management
Illinois
$247K -$1.5K -87 -0.6%
GT
412
Glenmede Trust
Pennsylvania
$245K – – –
CA
413
Capital Advantage
California
$243K -$20.8K -1,200 -8%
RG
414
Retirement Group
California
$242K – – –
Federated Hermes
415
Federated Hermes
Pennsylvania
$240K +$187K +10,814 +350%
B
416
BetterWealth
California
$235K – – –
BAM
417
Byrne Asset Management
New Jersey
$229K – – –
GSC
418
Grey Street Capital
Illinois
$227K – – –
HWM
419
HB Wealth Management
Georgia
$225K +$21.5K +1,245 +11%
UM
420
UniSuper Management
Australia
$225K +$225K +13,000 New
4WM
421
44 Wealth Management
Oregon
$223K -$2.7K -156 -1%
AIM
422
Athena Investment Management
California
$222K – – –
PIA
423
Perennial Investment Advisors
California
$216K +$216K +12,477 New
CSC
424
Caldwell Sutter Capital
California
$212K +$144K +8,349 +214%
WPC
425
Wedmont Private Capital
Pennsylvania
$207K +$207K +11,641 New
15 16
17
18 19