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PG&E
PCG

Overview Fund Activity

538 hedge funds and large institutions have $29.2B invested in PG&E in 2023 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 227 increasing their positions, 142 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+18
Holders Change %
+3.46%
% of All Funds
8.61%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
85
Increased
227
Reduced
142
Closed
56
Calls
$221M
Puts
$218M
Net Calls
+$3.72M
Net Calls Change
-$56.8M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.01B
2
BlackRock
2
BlackRock
New York
$2.17B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.81B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$211M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$861M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.4B
2
Jane Street
2
Jane Street
New York
$20.6M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$4.7M
4
OCM
4
Oaktree Capital Management
California
$90.6M
5
SSA
5
Schonfeld Strategic Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
501
Cambridge Trust
Massachusetts
$2.59K – – –
CA
502
Clearstead Advisors
Ohio
$2.48K +$2.48K +153 New
SIC
503
SJS Investment Consulting
Ohio
$2.43K +$324 +20 +15%
CT
504
Colonial Trust
South Carolina
$2.3K +$2.3K +145 New
DI
505
Disciplined Investments
Oklahoma
$2.26K -$81 -5 -3%
ADL
506
Asset Dedication LLC
California
$2K – – –
CAL
507
Capital Analysts LLC
Pennsylvania
$2K – – –
CA
508
Centerpoint Advisors
Massachusetts
$2K +$2K +110 New
PPC
509
Park Place Capital
Alabama
$1.76K – – –
AWM
510
Accel Wealth Management
Iowa
$1.71K – – –
OC
511
Oakworth Capital
Alabama
$1.62K – – –
NSIM
512
North Star Investment Management
Illinois
$1.62K – – –
SS
513
Sunbelt Securities
Texas
$1.59K +$1.59K +100 New
PWMG
514
Prestige Wealth Management Group
New Jersey
$1.46K -$388 -24 -21%
MAWCM
515
Mine & Arao Wealth Creation & Management
California
$1.39K – – –
IRC
516
Investors Research Corp
Georgia
$1.26K – – –
WPA
517
West Paces Advisors
Georgia
$1.23K -$113 -7 -8%
GIA
518
GHP Investment Advisors
Colorado
$1.2K – – –
DFCM
519
Dark Forest Capital Management
Puerto Rico
$1.04K +$1.04K +64 New
TFA
520
Transamerica Financial Advisors
Florida
$1K -$340K -340 -100%
VNA
521
Valley National Advisers
Pennsylvania
$1K – – –
PCM
522
Penserra Capital Management
California
$1K +$69 +8 +7%
DWA
523
Delos Wealth Advisors
Texas
$987 – – –
MA
524
MCF Advisors
Kentucky
$938 – – –
BAM
525
Belpointe Asset Management
Nevada
$809 – – –
19 20
21
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