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PG&E
PCG

Overview Fund Activity

538 hedge funds and large institutions have $29.2B invested in PG&E in 2023 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 227 increasing their positions, 142 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+18
Holders Change %
+3.46%
% of All Funds
8.61%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
85
Increased
227
Reduced
142
Closed
56
Calls
$221M
Puts
$218M
Net Calls
+$3.72M
Net Calls Change
-$56.8M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.01B
2
BlackRock
2
BlackRock
New York
$2.17B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.81B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$211M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$861M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.4B
2
Jane Street
2
Jane Street
New York
$20.6M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$4.7M
4
OCM
4
Oaktree Capital Management
California
$90.6M
5
SSA
5
Schonfeld Strategic Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
476
GPS Wealth Strategies Group
Colorado
$6.11K +$6.11K +378 New
Loomis, Sayles & Company
477
Loomis, Sayles & Company
Massachusetts
$6K +$6K +369 New
BWM
478
BerganKDV Wealth Management
Minnesota
$5.92K +$5.08K +314 +604%
LFG
479
Larson Financial Group
Missouri
$5.66K +$809 +50 +17%
TF
480
TimeScale Financial
Massachusetts
$5.45K -$3.01K -186 -36%
GBT
481
Grove Bank & Trust
Florida
$5.45K +$5.45K +337 New
KFI
482
Key Financial Inc
Pennsylvania
$5.4K – – –
CAL
483
Capital Advisors Ltd
Ohio
$5K +$918 +54 +23%
TF
484
Tompkins Financial
New York
$4.85K – – –
SC
485
Schubert & Co
Texas
$4.77K +$113 +7 +2%
MCM
486
MV Capital Management
Maryland
$4.38K +$1.38K +85 +46%
RTL
487
Red Tortoise LLC
Georgia
$4.03K – – –
FMP
488
Financial Management Professionals
Texas
$4K +$4K +277 New
WIM
489
WealthPlan Investment Management
Nebraska
$3.93K +$3.93K +243 New
IA
490
IFP Advisors
Florida
$3.91K -$85.9K -2,046 -96%
FFC
491
First Financial Corp
Indiana
$3.73K – – –
SSC
492
Syverson Strege & Co
Iowa
$3.43K +$3.43K +212 New
AWM
493
Abound Wealth Management
Tennessee
$3.38K +$1.07K +66 +46%
BAAM
494
Baker Avenue Asset Management
California
$3.3K – – –
AIP
495
Ahrens Investment Partners
Louisiana
$3.25K +$3.25K +201 New
AAG
496
Armstrong Advisory Group
Massachusetts
$3.23K – – –
BCWM
497
Bartlett & Co Wealth Management
Ohio
$3.23K – – –
CFFP
498
Center for Financial Planning
Michigan
$3.23K – – –
BC
499
Bartlett & Co
Ohio
$3K – – –
QC
500
Quent Capital
New York
$2.73K – – –
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