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523 hedge funds and large institutions have $28.9B invested in PG&E in 2022 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 201 increasing their positions, 122 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 42

65% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 122

32% more capital invested

Capital invested by funds: $21.9B → $28.9B (+$7.02B)

31% more call options, than puts

Call options by funds: $253M | Put options by funds: $193M

18% more funds holding

Funds holding: 442523 (+81)

5.28% more ownership

Funds ownership: 84.38%89.66% (+5.3%)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

Holders
523
Holders Change
+81
Holders Change %
+18.33%
% of All Funds
8.41%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
131
Increased
201
Reduced
122
Closed
42
Calls
$253M
Puts
$193M
Net Calls
+$60.5M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
426
Spire Wealth Management
Virginia
$23K +$5.85K +387 +39%
LS
427
Livforsakringsbolaget Skandia
Sweden
$21.1K
C
428
Covestor
United Kingdom
$21K -$121 -8 -0.6%
Capstone Investment Advisors
429
Capstone Investment Advisors
New York
$20.7K +$19.3K +1,274 New
FMII
430
Farmers & Merchants Investments Inc
Nebraska
$19.6K +$18.2K +1,206 New
UB
431
UMB Bank
Missouri
$19K +$7.49K +495 +74%
DAM
432
Delta Asset Management
Tennessee
$16.8K +$15.6K +1,031 New
PO
433
Private Ocean
California
$14.9K +$13.9K +919 New
PMFA
434
Plante Moran Financial Advisors
Michigan
$14.7K
SPIA
435
Steward Partners Investment Advisory
New York
$14.1K
KHC
436
Koesten Hirschmann & Crabtree
Kansas
$13.9K +$12.9K +856 New
IFAM
437
Institutional & Family Asset Management
Colorado
$13.9K
RTC
438
Riverview Trust Company
Washington
$13K +$12.4K +820 New
EWA
439
EverSource Wealth Advisors
Alabama
$12.9K +$9.65K +638 +404%
GWS
440
Glassman Wealth Services
Virginia
$12.5K +$4.22K +279 +57%
EARNEST Partners
441
EARNEST Partners
Georgia
$12.2K
BIA
442
Bell Investment Advisors
California
$11.3K +$2.04K +135 +24%
AF
443
Advisornet Financial
Minnesota
$11.2K +$8.53K +564 +451%
JWA
444
JFS Wealth Advisors
Pennsylvania
$10.8K +$423 +28 +4%
LTI
445
Laffer Tengler Investments
Tennessee
$10.7K +$9.98K +660 New
AFS
446
Annapolis Financial Services
Maryland
$10.6K
PFBT
447
Parkside Financial Bank & Trust
Missouri
$10.6K +$6.08K +402 +161%
HWMA
448
Heritage Wealth Management (Arizona)
Arizona
$8.55K +$5.69K +376 +251%
SIC
449
Salem Investment Counselors
North Carolina
$8.13K
CMA
450
Cedar Mountain Advisors
Oregon
$7.35K -$5.29K -350 -44%