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PG&E
PCG

Overview Fund Activity

612 hedge funds and large institutions have $18.1B invested in PG&E in 2018 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 218 increasing their positions, 219 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
-6
Holders Change %
-0.97%
% of All Funds
14.03%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.48%
New
75
Increased
218
Reduced
219
Closed
75
Calls
$807M
Puts
$255M
Net Calls
+$553M
Net Calls Change
+$509M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$994M
2
BlackRock
2
BlackRock
New York
$2.04B
3
WCM
3
Wedge Capital Management
North Carolina
$125M
4
Fidelity International
4
Fidelity International
Bermuda
$112M
5
LCS
5
Levin Capital Strategies
New York
$138M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$462M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$43.1M
3
O
3
OppenheimerFunds
New York
$43.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$332M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
501
Private Ocean
California
$43K – – –
HSA
502
Hussman Strategic Advisors
Maryland
$43K – – –
AC
503
Avestar Capital
New York
$43K +$397 +10 +0.9%
ICM
504
IMS Capital Management
Oregon
$43K +$43K +1,000 New
CIBC Private Wealth Group
505
CIBC Private Wealth Group
Georgia
$41K -$8.24K -192 -17%
GRP
506
Global Retirement Partners
California
$41K -$3.05K -72 -7%
VFA
507
Valeo Financial Advisors
Indiana
$39K -$4.33K -100 -10%
VCM
508
Vigilant Capital Management
Maine
$39K – – –
TG
509
TLP Group
Illinois
$38K +$33.9K +788 +829%
ST
510
Smithfield Trust
Pennsylvania
$37K -$112K -2,670 -75%
CAPTRUST Financial Advisors
511
CAPTRUST Financial Advisors
North Carolina
$36K – – –
FPB
512
First PREMIER Bank
South Dakota
$35K – – –
CHP
513
Cable Hill Partners
Oregon
$35K – – –
YWP
514
YorkBridge Wealth Partners
New York
$35K – – –
QCG
515
Quadrant Capital Group
Ohio
$34K -$35.5K -939 -51%
CIM
516
Centersquare Investment Management
Pennsylvania
$34K +$4.2K +100 +14%
MCM
517
Manchester Capital Management
Vermont
$28K -$2.23K -53 -7%
BWL
518
Bogart Wealth LLC
Virginia
$28K – – –
SIAS
519
Shine Investment Advisory Services
Colorado
$26K – – –
FMB
520
Field & Main Bank
Kentucky
$26K – – –
CCM
521
Covington Capital Management
California
$26K – – –
HRC
522
Hoertkorn Richard Charles
$26K – – –
LC
523
Landaas & Company
Wisconsin
$26K +$26K +600 New
HI
524
Hudock Inc
Pennsylvania
$25K -$1.58K -38 -6%
FC
525
Ferris Capital
Massachusetts
$25K -$1.27K -30 -5%
19 20
21
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