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PG&E
PCG

Overview Fund Activity

618 hedge funds and large institutions have $18.4B invested in PG&E in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 220 increasing their positions, 216 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
-8
Holders Change %
-1.28%
% of All Funds
14.18%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.5%
New
86
Increased
220
Reduced
216
Closed
87
Calls
$147M
Puts
$103M
Net Calls
+$43.8M
Net Calls Change
+$133M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.45B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$523M
3
Capital Research Global Investors
Capital Research Global Investors
California
$274M
4
FPA
First Pacific Advisors
California
$166M
5
Nordea Investment Management
Nordea Investment Management
Sweden
$242M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$469M
2
APG Asset Management
APG Asset Management
Netherlands
$46.2M
3
Two Sigma Investments
Two Sigma Investments
New York
$37.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$853K
5
Two Sigma Advisers
Two Sigma Advisers
New York
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
501
Huntington National Bank
Ohio
$60K -$1.64K -37 -3%
WTC
502
WhitTier Trust Company
Nevada
$60K – – –
WAP
503
Wealthcare Advisory Partners
Pennsylvania
$58K – – –
GLI
504
Guardian Life Insurance
New York
$52K -$21.5K -486 -29%
EDRH
505
Edmond de Rothschild Holding
Switzerland
$52K +$24.4K +562 +88%
FEG
506
Financial Enhancement Group
Indiana
$51K +$51K +1,171 New
CIBC Private Wealth Group
507
CIBC Private Wealth Group
Georgia
$50K +$5.1K +117 +11%
CIP
508
Convergence Investment Partners
Florida
$47K +$47K +1,077 New
GRP
509
Global Retirement Partners
California
$46K -$3.01K -68 -6%
AC
510
Avestar Capital
New York
$45K +$3.1K +74 +7%
PWAG
511
Polaris Wealth Advisory Group
California
$45K +$45K +1,023 New
VFA
512
Valeo Financial Advisors
Indiana
$44K – – –
HSA
513
Hussman Strategic Advisors
Maryland
$44K – – –
PO
514
Private Ocean
California
$43K -$1.55K -36 -3%
PWM
515
Perigon Wealth Management
California
$43K – – –
CB
516
Community Bank
New York
$41K -$168K -3,790 -80%
VCM
517
Vigilant Capital Management
Maine
$40K – – –
IWM
518
IHT Wealth Management
Illinois
$39K – – –
CAPTRUST Financial Advisors
519
CAPTRUST Financial Advisors
North Carolina
$37K – – –
YWP
520
YorkBridge Wealth Partners
New York
$37K – – –
CHP
521
Cable Hill Partners
Oregon
$37K +$5.77K +130 +18%
ZB
522
Zions Bancorporation
Utah
$37K +$37K +849 New
NCM
523
Nelson Capital Management
California
$36K – – –
FPB
524
First PREMIER Bank
South Dakota
$36K – – –
AIM
525
Anchor Investment Management
South Carolina
$35.1K – – –
19 20
21
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