We are live on ! Find out more

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
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$279M +$4.98M +244,581 +2%
ZP
27
Zimmer Partners
New York
$256M +$189M +9,314,624 +278%
Millennium Management
28
Millennium Management
New York
$254M +$38.9M +1,912,081 +18%
Jennison Associates
29
Jennison Associates
New York
$251M -$1.92M -94,184 -0.8%
Charles Schwab
30
Charles Schwab
California
$245M +$12.3M +602,151 +5%
Point72 Asset Management
31
Point72 Asset Management
Connecticut
$241M +$139M +6,836,133 +134%
Goldman Sachs
32
Goldman Sachs
New York
$233M +$20.6M +1,012,897 +10%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$232M -$87.5K -4,299 -0%
Citadel Advisors
34
Citadel Advisors
Florida
$220M +$107M +5,255,051 +93%
UBS Group
35
UBS Group
Switzerland
$194M +$11.6M +568,440 +6%
Cohen & Steers
36
Cohen & Steers
New York
$190M +$10M +493,264 +6%
Adage Capital Partners
37
Adage Capital Partners
Massachusetts
$178M +$38.2M +1,877,800 +27%
N
38
Nuveen
North Carolina
$161M +$2.84M +139,470 +2%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$157M +$29.8M +1,466,100 +23%
LWCA
40
Locust Wood Capital Advisers
New York
$153M +$22.6M +1,110,899 +17%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$153M +$13.6M +670,642 +10%
CIA
42
ClearBridge Investments (Australia)
Australia
$151M +$13.9M +680,916 +10%
Bank of America
43
Bank of America
North Carolina
$144M -$63.7M -3,133,366 -30%
EC
44
ECP ControlCo
New Jersey
$144M
Ensign Peak Advisors
45
Ensign Peak Advisors
Utah
$142M +$4.13M +203,096 +3%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$138M +$2.78M +136,825 +2%
Barclays
47
Barclays
United Kingdom
$135M +$20.6M +1,010,835 +18%
ClearBridge Investments
48
ClearBridge Investments
New York
$131M +$19.3M +948,770 +17%
CIMLRA
49
CBRE Investment Management Listed Real Assets
Pennsylvania
$127M +$36.5M +1,795,789 +40%
ECP
50
Empyrean Capital Partners
California
$119M +$36.6M +1,797,000 +44%