PCG icon

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 %
AA
426
Alta Advisers
United Kingdom
$66.3K – – –
CSC
427
Caldwell Sutter Capital
California
$63.2K +$19.5K +1,206 +45%
WT
428
Whittier Trust
California
$55.7K +$51.2K +3,170 +1,153%
GI
429
Gradient Investments
Minnesota
$55.4K – – –
Northwestern Mutual Wealth Management
430
Northwestern Mutual Wealth Management
Wisconsin
$53.2K +$7.07K +437 +15%
Capstone Investment Advisors
431
Capstone Investment Advisors
New York
$51.2K +$30.6K +1,891 +148%
SSG
432
Summit Securities Group
New York
$51K +$24.7K +1,530 +94%
Federated Hermes
433
Federated Hermes
Pennsylvania
$50K -$4.03K -249 -7%
DMBA
434
Deseret Mutual Benefit Administrators
Utah
$46.9K -$1.1K -68 -2%
EDRH
435
Edmond de Rothschild Holding
Switzerland
$40K +$40K +2,475 New
BF
436
BOK Financial
Oklahoma
$35.8K +$35.8K +2,215 New
AAS
437
Ameritas Advisory Services
Nebraska
$31.9K +$31.9K +1,865 New
HCP
438
Hexagon Capital Partners
Arkansas
$31.4K -$15.3K -944 -33%
BBHC
439
Brown Brothers Harriman & Co
New York
$31.1K – – –
TAM
440
Tucker Asset Management
Colorado
$27.9K +$27.9K +1,725 New
TWA
441
TCI Wealth Advisors
Arizona
$27.7K +$485 +30 +2%
HPC
442
HM Payson & Co
Maine
$26.3K – – –
TAIM
443
TD Ameritrade Investment Management
Nebraska
$25K -$2.91K -179 -10%
CFO
444
CVA Family Office
Colorado
$24.5K +$970 +60 +4%
BWL
445
Bogart Wealth LLC
Virginia
$24.3K – – –
LS
446
Livforsakringsbolaget Skandia
Sweden
$21K – – –
SWM
447
Spire Wealth Management
Virginia
$20.3K -$2.1K -130 -9%
FMII
448
Farmers & Merchants Investments Inc
Nebraska
$19.5K – – –
UB
449
UMB Bank
Missouri
$18.4K -$420 -26 -2%
C
450
Covestor
United Kingdom
$18K -$3.19K -198 -15%
16 17
18
19 20