PCG icon

PG&E
PCG

Overview Fund Activity

560 hedge funds and large institutions have $23.7B invested in PG&E in 2016 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 240 increasing their positions, 162 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
560
Holders Change
+32
Holders Change %
+6.06%
% of All Funds
14.95%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.35%
New
69
Increased
240
Reduced
162
Closed
32
Calls
$113M
Puts
$16.9M
Net Calls
+$96.1M
Net Calls Change
+$90.6M

Top Buyers

1
State Street
State Street
Massachusetts
$1.49B
2
Capital International Investors
Capital International Investors
California
$633M
3
Deutsche Bank
Deutsche Bank
Germany
$1.01B
4
Boston Partners
Boston Partners
Massachusetts
$197M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$97.1M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$1.01B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.37B
3
O
OppenheimerFunds
New York
$256M
4
Capital World Investors
Capital World Investors
California
$622M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
HRC
501
Hoertkorn Richard Charles
$37K – – –
QCG
502
Quadrant Capital Group
Ohio
$36K +$3.61K +68 +11%
PWM
503
Perigon Wealth Management
California
$36K +$36K +600 New
HI
504
Hudock Inc
Pennsylvania
$35K – – –
VCM
505
Versant Capital Management
Arizona
$35K +$2.52K +43 +8%
TCM
506
Tradewinds Capital Management
Washington
$34K +$239 +4 +0.7%
CTC
507
Central Trust Company
Missouri
$31K – – –
AWM
508
Avior Wealth Management
Nebraska
$31K +$593 +10 +2%
PFS
509
Physicians Financial Services
North Carolina
$30K – – –
AA
510
Apriem Advisors
California
$30K – – –
IWM
511
Integrated Wealth Management
California
$29K +$180 +3 +0.6%
SCA
512
Stuart Chaussee & Associates
California
$25K – – –
AIM
513
Advantage Investment Management
Iowa
$25K – – –
CFA
514
Carroll Financial Associates
North Carolina
$24K – – –
GWM
515
Gupta Wealth Management
California
$24K – – –
HR
516
Howe & Rusling
New York
$22K +$1.9K +32 +9%
EWM
517
Edge Wealth Management
New York
$20K – – –
BAM
518
Bruderman Asset Management
New York
$18K – – –
TDC
519
Thompson Davis & Co
Virginia
$18K +$7.71K +129 +75%
AFIA
520
America First Investment Advisors
Nebraska
$18K +$18K +300 New
GAM
521
Gemmer Asset Management
California
$16K – – –
FANJ
522
Financial Architects (New Jersey)
New Jersey
$15K +$15K +250 New
DSC
523
Duncker Streett & Co
Missouri
$14K – – –
ClearBridge Investments
524
ClearBridge Investments
New York
$12K – – –
JFA
525
JNBA Financial Advisors
Minnesota
$12K – – –
19 20
21
22 23