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PG&E
PCG

Overview Fund Activity

556 hedge funds and large institutions have $32.1B invested in PG&E in 2023 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 247 increasing their positions, 142 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+18
Holders Change %
+3.35%
% of All Funds
8.77%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
69
Increased
247
Reduced
142
Closed
49
Calls
$456M
Puts
$505M
Net Calls
-$48.6M
Net Calls Change
-$52.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.62B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.13B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.26B
4
BlackRock
4
BlackRock
New York
$2.49B
5
Capital International Investors
5
Capital International Investors
California
$1.75B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.24B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$711M
3
BC
3
Brookfield Corp
Ontario, Canada
$168M
4
ZP
4
Zimmer Partners
New York
$201M
5
TP
5
Third Point
New York
$933M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
501
Larson Financial Group
Missouri
$6.05K – – –
TF
502
TimeScale Financial
Massachusetts
$5.82K – – –
MCM
503
MV Capital Management
Maryland
$5.79K +$1.11K +64 +24%
KFI
504
Key Financial Inc
Pennsylvania
$5.77K – – –
TF
505
Tompkins Financial
New York
$5.18K – – –
CAL
506
Capital Advisors Ltd
Ohio
$5K – – –
FMP
507
Financial Management Professionals
Texas
$5K +$123 +7 +3%
WT
508
Whittier Trust
California
$4.75K -$54.7K -3,170 -92%
RTL
509
Red Tortoise LLC
Georgia
$4.3K – – –
BAAM
510
Baker Avenue Asset Management
California
$3.53K – – –
BCWM
511
Bartlett & Co Wealth Management
Ohio
$3.46K – – –
CFFP
512
Center for Financial Planning
Michigan
$3.46K – – –
AAG
513
Armstrong Advisory Group
Massachusetts
$3.46K – – –
PVH
514
Psagot Value Holdings
Israel
$3K -$802K -39,027 -100%
Loomis, Sayles & Company
515
Loomis, Sayles & Company
Massachusetts
$3K -$2.86K -180 -49%
BC
516
Bartlett & Co
Ohio
$3K – – –
CT
517
Cambridge Trust
Massachusetts
$2.77K – – –
CT
518
Colonial Trust
South Carolina
$2.48K – – –
DI
519
Disciplined Investments
Oklahoma
$2.39K -$35 -2 -1%
SIC
520
SJS Investment Consulting
Ohio
$2.33K -$259 -15 -10%
FCAG
521
First Capital Advisors Group
New Jersey
$2.3K +$2.3K +133 New
VCM
522
Versant Capital Management
Arizona
$2.28K +$2.28K +132 New
EWM
523
Evermay Wealth Management
Virginia
$2.14K +$2.14K +124 New
CA
524
Clearstead Advisors
Ohio
$2.04K -$605 -35 -23%
ADL
525
Asset Dedication LLC
California
$2K – – –
19 20
21
22 23