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730 hedge funds and large institutions have $41.7B invested in PG&E in 2024 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 343 increasing their positions, 178 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 59

93% more repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 178

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

8% more funds holding

Funds holding: 675730 (+55)

6% more capital invested

Capital invested by funds: $39.2B → $41.7B (+$2.47B)

1.33% more ownership

Funds ownership: 92.85%94.18% (+1.3%)

38% less call options, than puts

Call options by funds: $206M | Put options by funds: $331M

Holders
730
Holders Change
+55
Holders Change %
+8.15%
% of All Funds
9.62%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.25%
New
122
Increased
343
Reduced
178
Closed
59
Calls
$206M
Puts
$331M
Net Calls
-$125M
Net Calls Change
-$341M
Name Holding Trade Value Shares
Change
Change in
Stake
LFM
451
LGT Fund Management
Liechtenstein
$429K
Capstone Investment Advisors
452
Capstone Investment Advisors
New York
$427K +$331K +16,276 +334%
GI
453
GAMMA Investing
California
$424K +$64.3K +3,163 +18%
DAS
454
Diversify Advisory Services
Utah
$420K -$45.4K -2,233 -8%
WPC
455
Wedmont Private Capital
Pennsylvania
$420K +$32.4K +1,591 +7%
Wolverine Trading
456
Wolverine Trading
Illinois
$417K +$16.6K +815 +4%
TWM
457
TriaGen Wealth Management
California
$412K +$11.4K +560 +3%
AFW
458
Avantra Family Wealth
Pennsylvania
$411K +$415K +20,390 New
MAS
459
Meeder Advisory Services
Ohio
$399K +$26.6K +1,307 +7%
AM
460
AGF Management
Ontario, Canada
$385K +$388K +19,095 New
PAG
461
Private Advisor Group
New Jersey
$380K -$21.4K -1,050 -5%
Capital World Investors
462
Capital World Investors
California
$379K
AWM
463
Angeles Wealth Management
California
$376K +$379K +18,637 New
GM
464
GeoWealth Management
Illinois
$374K -$40.6K -1,994 -10%
QIM
465
Quantitative Investment Management
Virginia
$371K -$905K -44,490 -71%
WSFS
466
Wilmington Savings Fund Society
Delaware
$368K +$11.9K +583 +3%
PCA
467
Pallas Capital Advisors
Massachusetts
$365K +$96K +4,720 +35%
O
468
Ossiam
France
$365K -$395K -19,429 -52%
CAAS
469
Capital Asset Advisory Services
Michigan
$360K +$61 +3 +0%
EA
470
Everpar Advisors
Oklahoma
$360K +$3.64K +179 +1%
KPWS
471
Kestra Private Wealth Services
Texas
$359K -$2.95K -145 -0.8%
AWM
472
Axxcess Wealth Management
California
$357K +$61 +3 +0%
HFS
473
Hantz Financial Services
Michigan
$354K -$448K -22,000 -56%
CAG
474
Crestwood Advisors Group
Massachusetts
$353K +$9.54K +469 +3%
FIA
475
Foundations Investment Advisors
Arizona
$347K +$8.18K +402 +2%