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523 hedge funds and large institutions have $28.9B invested in PG&E in 2022 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 201 increasing their positions, 122 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 42

65% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 122

32% more capital invested

Capital invested by funds: $21.9B → $28.9B (+$7.02B)

31% more call options, than puts

Call options by funds: $253M | Put options by funds: $193M

18% more funds holding

Funds holding: 442523 (+81)

5.28% more ownership

Funds ownership: 84.38%89.66% (+5.3%)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

Holders
523
Holders Change
+81
Holders Change %
+18.33%
% of All Funds
8.41%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
131
Increased
201
Reduced
122
Closed
42
Calls
$253M
Puts
$193M
Net Calls
+$60.5M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
501
Delos Wealth Advisors
Texas
$992
MA
502
MCF Advisors
Kentucky
$943 +$877 +58 New
BWM
503
BerganKDV Wealth Management
Minnesota
$846
BAM
504
Belpointe Asset Management
Nevada
$813 +$756 +50 New
FWM
505
Focused Wealth Management
New York
$813 +$756 +50 New
VCM
506
Versant Capital Management
Arizona
$764 +$711 +47 New
WA
507
WestEnd Advisors
North Carolina
$585 +$544 +36 New
MCC
508
Money Concepts Capital
Florida
$553 +$514 +34 New
MPCL
509
My Personal CFO LLC
Washington
$553 +$514 +34 New
CAS
510
Coppell Advisory Solutions
Texas
$537 +$499 +33 New
CASC
511
Coppell Advisory Solutions Corp
Texas
$537 +$499 +33 New
KFS
512
Kelly Financial Services
Massachusetts
$520
TWD
513
True Wealth Design
Ohio
$455 +$423 +28 New
WTC
514
WhitTier Trust Company
Nevada
$406 +$378 +25 New
HNB
515
Huntington National Bank
Ohio
$325 +$302 +20 New
WWM
516
Wolff Wiese Magana
California
$325 +$302 +20 New
TWP
517
TFO Wealth Partners
Ohio
$317 +$76 +5 New
MYAM
518
Meiji Yasuda Asset Management
Japan
$257 -$6.2K -410 -3%
HCM
519
Hollencrest Capital Management
California
$244 +$227 +15 New
ATC
520
Adirondack Trust Company
New York
$162
FGAM
521
Financial Gravity Asset Management
Texas
$124 +$242 +16 New
EIG
522
EdgePoint Investment Group
Ontario, Canada
-$122M -9,722,156 Closed
AIP
523
Atlas Infrastructure Partners
United Kingdom
-$78.3M -5,714,574 Closed
MP
524
Mangrove Partners
Connecticut
-$30.1M -2,404,263 Closed
GCM
525
Glendon Capital Management
California
-$25.1M -2,005,366 Closed