556 hedge funds and large institutions have $32.1B invested in PG&E in 2023 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 247 increasing their positions, 142 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+18
Holders Change %
+3.35%
% of All Funds
8.77%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
69
Increased
247
Reduced
142
Closed
49
Calls
$456M
Puts
$505M
Net Calls
-$48.6M
Net Calls Change
-$52.3M
Name Holding Trade Value Shares
Change
Shares
Change %
Lazard Asset Management
476
Lazard Asset Management
New York
$17K +$17K +1,014 New
PFBT
477
Parkside Financial Bank & Trust
Missouri
$16.2K +$1.23K +71 +8%
GWS
478
Glassman Wealth Services
Virginia
$16K +$2.39K +138 +18%
PMFA
479
Plante Moran Financial Advisors
Michigan
$15.6K
CA
480
Crewe Advisors
Utah
$15.3K +$15.3K +885 New
KHC
481
Koesten Hirschmann & Crabtree
Kansas
$14.8K
IFAM
482
Institutional & Family Asset Management
Colorado
$14.8K
RTC
483
Riverview Trust Company
Washington
$14.2K
IA
484
IFP Advisors
Florida
$13.3K +$11.7K +675 +726%
LF
485
Lee Financial
Texas
$13K +$13K +750 New
BIA
486
Bell Investment Advisors
California
$12.9K +$968 +56 +8%
EARNEST Partners
487
EARNEST Partners
Georgia
$12.9K
BF
488
BOK Financial
Oklahoma
$12.5K -$25.8K -1,492 -67%
AFS
489
Annapolis Financial Services
Maryland
$11.3K
BTI
490
Blue Trust Inc
Georgia
$11K +$1.2K +73 +12%
JWA
491
JFS Wealth Advisors
Pennsylvania
$10.9K -$156 -9 -1%
AI
492
AXS Investments
New York
$10.8K +$10.8K +623 New
SIC
493
Salem Investment Counselors
North Carolina
$8.64K
CMA
494
Cedar Mountain Advisors
Oregon
$7.81K
FPFS
495
First Personal Financial Services
North Carolina
$7.78K
AWM
496
Abound Wealth Management
Tennessee
$7.64K +$4.03K +233 +111%
AF
497
Advisornet Financial
Minnesota
$7.4K -$5.25K -304 -42%
GKIM
498
GW&K Investment Management
Massachusetts
$7K +$6.73K +391 +2,444%
FHA
499
First Horizon Advisors
Tennessee
$6.7K
GWSG
500
GPS Wealth Strategies Group
Colorado
$6.53K