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PG&E
PCG

Overview Fund Activity

498 hedge funds and large institutions have $22.9B invested in PG&E in 2015 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 209 increasing their positions, 169 reducing their positions, and 47 closing their positions.

Holders
498
Holders Change
-3
Holders Change %
-0.6%
% of All Funds
13.92%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.28%
New
46
Increased
209
Reduced
169
Closed
47
Calls
$41.4M
Puts
$10.7M
Net Calls
+$30.7M
Net Calls Change
+$26.1M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.14B
2
Franklin Resources
2
Franklin Resources
California
$1.77B
3
Deutsche Bank
3
Deutsche Bank
Germany
$813M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$147M
5
O
5
OppenheimerFunds
New York
$386M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.04B
2
EVM
2
Eaton Vance Management
Massachusetts
$31.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$90.8M
4
IG
4
ING Group
Netherlands
$42.5M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$72.8M
Name Market Value Shares Shares
Change 		Shares
Change %
IWM
451
Integrated Wealth Management
California
$25K 476 +3 +0.6%
MPWT
452
MassMutual Private Wealth & Trust
Connecticut
$24.8K 550 +300 +120%
AIM
453
Advantage Investment Management
Iowa
$22K 421 – –
CFA
454
Carroll Financial Associates
North Carolina
$22K 415 +1 +0.2%
GWM
455
Gupta Wealth Management
California
$21K 400 -87 -18%
MFBTD
456
MB Financial Bank - Trust Department
Illinois
$20K 372 – –
HR
457
Howe & Rusling
New York
$17K 331 – –
BAM
458
Bruderman Asset Management
New York
$16K 300 – –
TSU
459
TD Securities (USA)
New York
$15K 280 -194,172 -100%
GAM
460
Gemmer Asset Management
California
$15K 280 – –
VIA
461
Vantage Investment Advisors
Pennsylvania
$15K 290 +290 New
WCM
462
Windsor Capital Management
Arizona
$14K 275 +275 New
DSC
463
Duncker Streett & Co
Missouri
$13K 240 – –
TFO
464
Tarbox Family Office
California
$13K 250 +237 +1,823%
ClearBridge Investments
465
ClearBridge Investments
New York
$11K 204 – –
GXMC
466
Global X Management Company
New York
$11K 213 +4 +2%
LWA
467
Lenox Wealth Advisors
New York
$10K 191 – –
LFR
468
Lehman Financial Resources
Pennsylvania
$10K 200 – –
SIM
469
Sonora Investment Management
Arizona
$10K 205 +205 New
HPBT
470
High Point Bank & Trust
North Carolina
$9K 174 – –
CPIG
471
Chicago Partners Investment Group
Illinois
$9K 167 – –
MA
472
MCF Advisors
Kentucky
$9K 164 +1 +0.6%
S
473
SignatureFD
Georgia
$9K 163 +163 New
PFBT
474
Parkside Financial Bank & Trust
Missouri
$9K 167 +167 New
MGIA
475
Moneta Group Investment Advisors
Missouri
$9K 174 +174 New
17 18
19
20 21