652 hedge funds and large institutions have $33.5B invested in PG&E in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 252 increasing their positions, 211 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+21
Holders Change %
+3.33%
% of All Funds
9.45%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
98
Increased
252
Reduced
211
Closed
68
Calls
$356M
Puts
$167M
Net Calls
+$189M
Net Calls Change
+$279M
Name Holding Trade Value Shares
Change
Shares
Change %
CAAS
426
Capital Asset Advisory Services
Michigan
$306K +$10.3K +614 +3%
AWM
427
Axxcess Wealth Management
California
$305K +$10.3K +614 +3%
CA
428
CoreCap Advisors
Michigan
$296K +$21.9K +1,306 +8%
SP
429
Symmetry Partners
Connecticut
$295K
VIA
430
Virtus Investment Advisers
Connecticut
$290K -$31K -1,851 -10%
PP
431
Paloma Partners
Connecticut
$285K +$285K +17,006 New
RJT
432
Raymond James Trust
Florida
$285K -$469 -28 -0.2%
ZB
433
Zions Bancorporation
Utah
$284K -$1.32K -79 -0.5%
KAS
434
Kestra Advisory Services
Texas
$284K -$219K -13,086 -44%
CI Investments Inc
435
CI Investments Inc
Ontario, Canada
$281K +$66.8K +3,979 +31%
GT
436
Glenmede Trust
Pennsylvania
$280K +$25.4K +1,516 +10%
CIS
437
Capital International Sarl
California
$278K +$278K +16,600 New
FIA
438
Foundations Investment Advisors
Arizona
$278K
LC
439
Lindbrook Capital
California
$274K -$1.24K -74 -0.5%
LNWWM
440
Laird Norton Wetherby Wealth Management
California
$274K -$29.4K -1,757 -10%
CAG
441
Crestwood Advisors Group
Massachusetts
$273K +$273K +16,269 New
Envestnet Portfolio Solutions
442
Envestnet Portfolio Solutions
Illinois
$271K +$50K +2,982 +23%
TCA
443
Transcend Capital Advisors
New Jersey
$269K +$269K +16,072 New
Allianz Asset Management
444
Allianz Asset Management
Germany
$268K -$69.8K -4,166 -21%
WPC
445
Wedmont Private Capital
Pennsylvania
$264K +$7.85K +462 +3%
TYCC
446
Texas Yale Capital Corp
Florida
$260K
BL
447
Balentine LLC
Georgia
$258K -$3.79K -226 -1%
QWM
448
Quadcap Wealth Management
Texas
$256K
BCM
449
Brookstone Capital Management
Illinois
$256K +$256K +15,246 New
GT
450
Greenleaf Trust
Michigan
$250K -$1.79K -107 -0.7%