PCG icon

PG&E
PCG

Overview Fund Activity

612 hedge funds and large institutions have $18.1B invested in PG&E in 2018 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 218 increasing their positions, 219 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
-6
Holders Change %
-0.97%
% of All Funds
14.03%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.48%
New
75
Increased
218
Reduced
219
Closed
75
Calls
$807M
Puts
$255M
Net Calls
+$553M
Net Calls Change
+$509M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$994M
2
BlackRock
2
BlackRock
New York
$2.04B
3
WCM
3
Wedge Capital Management
North Carolina
$125M
4
Fidelity International
4
Fidelity International
Bermuda
$112M
5
LCS
5
Levin Capital Strategies
New York
$138M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$462M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$43.1M
3
O
3
OppenheimerFunds
New York
$43.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$332M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
NJBEST
451
New Jersey Better Educational Savings Trust
New Jersey
$213K – – –
LOAME
452
Lombard Odier Asset Management (Europe)
United Kingdom
$212K – – –
UR
453
USCA RIA
Texas
$212K +$212K +4,990 New
EWA
454
EP Wealth Advisors
California
$210K -$171K -4,019 -45%
FA
455
FDx Advisors
Illinois
$210K -$147K -3,458 -41%
PNC
456
Park National Corp
Ohio
$209K -$106K -2,487 -34%
AWCI
457
Alpine Woods Capital Investors
New York
$204K +$204K +4,800 New
SMFS
458
Squar Milner Financial Services
California
$196K – – –
PCFFS
459
Pacific Center for Financial Services
California
$178K – – –
C
460
Cerebellum
California
$176K +$176K +4,126 New
GBBWRPM
461
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$174K – – –
APA
462
American Portfolios Advisors
New York
$163K +$4.3K +101 +3%
WAM
463
Wealthspire Advisors (Maryland)
Maryland
$147K -$20.1K -474 -12%
GAM
464
Gemmer Asset Management
California
$147K +$3.42K +80 +2%
FPFS
465
First Personal Financial Services
North Carolina
$146K +$4.26K +100 +3%
GI
466
Gradient Investments
Minnesota
$146K +$146K +3,427 New
FQ
467
First Quadrant
California
$143K – – –
CLOS
468
Compagnie Lombard Odier SCmA
Switzerland
$141K +$46.5K +1,096 +49%
SNT
469
Security National Trust
West Virginia
$138K – – –
S
470
SignatureFD
Georgia
$136K -$11.6K -272 -8%
SFSIG
471
San Francisco Sentry Investment Group
California
$131K -$91.1K -2,134 -41%
PI
472
PineBridge Investments
New York
$128K -$222K -5,210 -63%
CAM
473
CenterStar Asset Management
Illinois
$127K -$167K – –
SF
474
Synovus Financial
Georgia
$122K – – –
NSIM
475
North Star Investment Management
Illinois
$117K – – –
17 18
19
20 21