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658 hedge funds and large institutions have $34.7B invested in PG&E in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 281 increasing their positions, 206 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $403M | Put options by funds: $230M

36% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 206

15% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 66

4% more capital invested

Capital invested by funds: $33.6B → $34.7B (+$1.18B)

0% more funds holding

Funds holding: 657658 (+1)

0.75% less ownership

Funds ownership: 93.87%93.12% (-0.75%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
658
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
9.5%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
76
Increased
281
Reduced
206
Closed
66
Calls
$403M
Puts
$230M
Net Calls
+$173M
Net Calls Change
-$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SLWA
426
San Luis Wealth Advisors
California
$350K +$211 +12 +0.1%
PAG
427
Private Advisor Group
New Jersey
$349K +$137K +7,777 +64%
KAS
428
Kestra Advisory Services
Texas
$348K +$52.2K +2,964 +17%
TWM
429
TriaGen Wealth Management
California
$345K +$1K +57 +0.3%
GIA
430
Gladstone Institutional Advisory
Florida
$341K +$21.1K +1,196 +7%
CL
431
Choreo LLC
Illinois
$336K +$344K +19,556 New
MAS
432
Meeder Advisory Services
Ohio
$330K +$116K +6,565 +53%
VIM
433
Vinva Investment Management
Australia
$328K +$330K +18,738 New
WPC
434
Wedmont Private Capital
Pennsylvania
$324K +$41.6K +2,364 +15%
CL
435
CSS LLC
Illinois
$321K +$276K +15,699 +585%
GT
436
Glenmede Trust
Pennsylvania
$316K +$25.2K +1,429 +9%
SPIA
437
Steward Partners Investment Advisory
New York
$314K +$300K +17,040 +1,817%
AWM
438
Axxcess Wealth Management
California
$308K -$10.5K -597 -3%
SP
439
Symmetry Partners
Connecticut
$307K
BF
440
BOK Financial
Oklahoma
$306K +$301K +17,093 +4,189%
CAAS
441
Capital Asset Advisory Services
Michigan
$306K -$10.5K -597 -3%
LC
442
Lindbrook Capital
California
$305K +$19.6K +1,112 +7%
RJT
443
Raymond James Trust
Florida
$301K +$4.44K +252 +1%
TMAM
444
Tokio Marine Asset Management
Japan
$300K +$303K +17,200 New
TCA
445
Transcend Capital Advisors
New Jersey
$300K +$19.6K +1,116 +7%
CT
446
ClearAlpha Technologies
Connecticut
$300K +$302K +17,163 New
CVA
447
Central Valley Advisors
California
$299K +$117K +6,621 New
FIA
448
Foundations Investment Advisors
Arizona
$292K +$2.08K +118 +0.7%
CAG
449
Crestwood Advisors Group
Massachusetts
$291K +$6.87K +390 +2%
CI Investments Inc
450
CI Investments Inc
Ontario, Canada
$285K -$7.87K -447 -3%