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523 hedge funds and large institutions have $28.9B invested in PG&E in 2022 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 201 increasing their positions, 122 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 42

65% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 122

32% more capital invested

Capital invested by funds: $21.9B → $28.9B (+$7.02B)

31% more call options, than puts

Call options by funds: $253M | Put options by funds: $193M

18% more funds holding

Funds holding: 442523 (+81)

5.28% more ownership

Funds ownership: 84.38%89.66% (+5.3%)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

Holders
523
Holders Change
+81
Holders Change %
+18.33%
% of All Funds
8.41%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
131
Increased
201
Reduced
122
Closed
42
Calls
$253M
Puts
$193M
Net Calls
+$60.5M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
DI
476
Disciplined Investments
Oklahoma
$2.36K -$76 -5 -3%
AWM
477
Abound Wealth Management
Tennessee
$2.33K +$1.68K +111 +347%
SIC
478
SJS Investment Consulting
Ohio
$2.11K +$60 +4 +3%
CT
479
Caldwell Trust
Florida
$2.03K +$1.89K +125 New
CAL
480
Capital Analysts LLC
Pennsylvania
$2K -$3.81K -252 -73%
ADL
481
Asset Dedication LLC
California
$2K
PPC
482
Park Place Capital
Alabama
$2K +$1.65K +109 New
MPWT
483
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.84K +122 +394%
Jones Financial Companies
484
Jones Financial Companies
Missouri
$2K +$2.03K +134 New
BA
485
Bellwether Advisors
Nebraska
$2K
PWMG
486
Prestige Wealth Management Group
New Jersey
$1.85K +$1.72K +114 New
FHA
487
First Horizon Advisors
Tennessee
$1.76K
AWM
488
Accel Wealth Management
Iowa
$1.72K
Canada Pension Plan Investment Board
489
Canada Pension Plan Investment Board
Ontario, Canada
$1.64K -$39.3M -2,600,674 -100%
HI
490
Harbour Investments
Wisconsin
$1.63K
NSIM
491
North Star Investment Management
Illinois
$1.63K
OC
492
Oakworth Capital
Alabama
$1.63K
MAWCM
493
Mine & Arao Wealth Creation & Management
California
$1.4K
WPA
494
West Paces Advisors
Georgia
$1.35K +$1.25K +83 New
IRC
495
Investors Research Corp
Georgia
$1.27K
GIA
496
GHP Investment Advisors
Colorado
$1.2K
Rockefeller Capital Management
497
Rockefeller Capital Management
New York
$1K -$21.9K -1,450 -94%
FCG
498
Financial Connections Group
California
$1K
RG
499
Retirement Group
California
$1K +$514 +34 New
PCM
500
Penserra Capital Management
California
$1K +$1.63K +108 New