We are live on ! Find out more

675 hedge funds and large institutions have $39.2B invested in PG&E in 2024 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 296 increasing their positions, 206 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $474M | Put options by funds: $258M

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

44% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 206

37% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 60

13% more capital invested

Capital invested by funds: $34.7B → $39.2B (+$4.5B)

3% more funds holding

Funds holding: 658675 (+17)

0.26% less ownership

Funds ownership: 93.12%92.85% (-0.26%)

Holders
675
Holders Change
+17
Holders Change %
+2.58%
% of All Funds
9.69%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.23%
New
82
Increased
296
Reduced
206
Closed
60
Calls
$474M
Puts
$258M
Net Calls
+$216M
Net Calls Change
+$43.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
501
CI Investments Inc
Ontario, Canada
$213K -$103K -5,519 -34%
BAG
502
Bridgewealth Advisory Group
California
$210K +$199K +10,611 New
OAM
503
Oxford Asset Management
United Kingdom
$210K +$199K +10,609 New
LFAS
504
Level Four Advisory Services
Texas
$208K +$193K +10,294 New
SFC
505
SYM Financial Corp
Indiana
$206K +$195K +10,411 New
AWM
506
Apollon Wealth Management
South Carolina
$203K +$192K +10,245 New
IA
507
IFG Advisory
Georgia
$202K +$191K +10,226 New
SIM
508
Sentry Investment Management
Wisconsin
$202K
HAG
509
HighPoint Advisor Group
Illinois
$202K +$189K +10,078 New
CGL
510
Clarius Group LLC
Washington
$201K -$9.9K -529 -5%
GT
511
Glenview Trust
Kentucky
$199K +$281 +15 +0.1%
CA
512
CoreCap Advisors
Michigan
$188K -$69.1K -3,695 -28%
WBC
513
Westpac Banking Corp
Australia
$186K -$105K -5,637 -37%
GRP
514
Global Retirement Partners
California
$181K -$35K -1,870 -17%
CA
515
Continuum Advisory
Idaho
$157K +$14.4K +769 +11%
SIM
516
Sandia Investment Management
Massachusetts
$148K -$93.6K -5,000 -40%
BAM
517
Byrne Asset Management
New Jersey
$142K +$135K +7,200 New
CFGS
518
Concourse Financial Group Securities
Alabama
$142K -$21.4K -1,144 -14%
EWA
519
EverSource Wealth Advisors
Alabama
$138K +$2.71K +145 +2%
SOW
520
State of Wyoming
Wyoming
$132K +$11.4K +610 +10%
HFM
521
Harvest Fund Management
China
$130K +$123K +6,577 New
LS
522
Livforsakringsbolaget Skandia
Sweden
$127K +$95.4K +5,100 +392%
QCG
523
Quadrant Capital Group
Ohio
$125K +$12.8K +684 +12%
C
524
Covestor
United Kingdom
$123K -$11.4K -607 -9%
BIG
525
Brooklyn Investment Group
New York
$115K +$109K +5,807 New