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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 %
Fifth Third Bancorp
426
Fifth Third Bancorp
Ohio
$207K +$45.3K +2,619 +28%
RJT
427
Raymond James Trust
Florida
$206K +$655 +38 +0.3%
BP
428
Ballentine Partners
Massachusetts
$204K +$10.1K +584 +5%
BPA
429
Beacon Pointe Advisors
California
$196K -$3.56K -206 -2%
KPWS
430
Kestra Private Wealth Services
Texas
$195K +$195K +11,301 New
PTC
431
Private Trust Company
Ohio
$192K +$3.46K +200 +2%
CI Investments Inc
432
CI Investments Inc
Ontario, Canada
$185K +$28K +1,621 +18%
SCA
433
Snowden Capital Advisors
New York
$182K +$182K +10,545 New
PCM
434
Penserra Capital Management
California
$181K +$179K +10,393 +8,959%
VAS
435
Vestmark Advisory Solutions
Massachusetts
$179K +$179K +10,364 New
SIM
436
Sentry Investment Management
Wisconsin
$179K – – –
VWM
437
Venturi Wealth Management
Texas
$178K +$61.6K +3,565 +53%
CFGS
438
Concourse Financial Group Securities
Alabama
$175K +$48.4K +2,803 +38%
HFM
439
Harvest Fund Management
China
$159K – – –
KI
440
Kapitalo Investimentos
Brazil
$159K +$159K +9,184 New
GRP
441
Global Retirement Partners
California
$146K – – –
S
442
SignatureFD
Georgia
$126K +$397 +23 +0.3%
T
443
TOBAM
France
$112K -$153K -8,889 -58%
Rockefeller Capital Management
444
Rockefeller Capital Management
New York
$107K +$107K +6,194 New
QCG
445
Quadrant Capital Group
Ohio
$102K -$17.4K -1,009 -15%
EWA
446
EverSource Wealth Advisors
Alabama
$95.3K -$3.3K -191 -3%
Capstone Investment Advisors
447
Capstone Investment Advisors
New York
$92.7K +$38K +2,198 +69%
KC
448
Kepos Capital
New York
$86K +$86K +4,963 New
PCFFS
449
Pacific Center for Financial Services
California
$83.9K – – –
C
450
Covestor
United Kingdom
$80K +$60.6K +3,496 +312%
16 17
18
19 20