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PG&E
PCG

Overview Fund Activity

631 hedge funds and large institutions have $36.9B invested in PG&E in 2023 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 257 increasing their positions, 184 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
+37
Holders Change %
+6.23%
% of All Funds
9.25%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
102
Increased
257
Reduced
184
Closed
60
Calls
$184M
Puts
$274M
Net Calls
-$90.4M
Net Calls Change
+$41.1M

Top Buyers

1
Jane Street
Jane Street
New York
$314M
2
Morgan Stanley
Morgan Stanley
New York
$371M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.22B
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.99B
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$143M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.44B
2
Citadel Advisors
Citadel Advisors
Florida
$168M
3
ZP
Zimmer Partners
New York
$158M
4
Prudential Financial
Prudential Financial
New Jersey
$35.2M
5
SSP
Sixth Street Partners
Texas
$339M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
451
Perennial Investment Advisors
California
$243K +$18K +1,000 +8%
Lazard Asset Management
452
Lazard Asset Management
New York
$241K +$19.2K +1,069 +9%
Envestnet Portfolio Solutions
453
Envestnet Portfolio Solutions
Illinois
$238K +$26.9K +1,490 +13%
GSC
454
Grey Street Capital
Illinois
$237K – – –
CA
455
Capital Advantage
California
$234K -$1.71K -95 -0.7%
AIM
456
Athena Investment Management
California
$231K – – –
PAG
457
Private Advisor Group
New Jersey
$231K +$231K +12,838 New
APF
458
Alaska Permanent Fund
Alaska
$231K – – –
CI Investments Inc
459
CI Investments Inc
Ontario, Canada
$230K +$33.3K +1,847 +17%
BFS
460
Burr Financial Services
California
$228K +$228K +12,216 New
BCI
461
Brinker Capital Investments
Pennsylvania
$225K +$225K +12,459 New
OPS
462
Orion Portfolio Solutions
Nebraska
$225K +$225K +12,459 New
BNP Paribas Asset Management
463
BNP Paribas Asset Management
France
$224K +$224K +12,440 New
NP
464
NorthRock Partners
Minnesota
$219K +$219K +12,124 New
CSC
465
Caldwell Sutter Capital
California
$216K – – –
KWA
466
Kingswood Wealth Advisors
California
$215K +$215K +11,937 New
BPA
467
Beacon Pointe Advisors
California
$214K -$72 -4 -0%
MAS
468
Meeder Advisory Services
Ohio
$206K +$206K +11,446 New
VSQM
469
V-Square Quantitative Management
Illinois
$203K – – –
IFU
470
iSAM Funds (UK)
United Kingdom
$201K +$201K +11,174 New
CCWM
471
Cassaday & Co Wealth Management
Virginia
$199K – – –
DPAM
472
Degroof Petercam Asset Management
Belgium
$198K +$198K +11,000 New
SIM
473
Sentry Investment Management
Wisconsin
$197K -$21.2K -1,176 -10%
JFG
474
Jefferies Financial Group
New York
$197K +$197K +10,900 New
IWM
475
IHT Wealth Management
Illinois
$189K +$189K +10,506 New
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