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730 hedge funds and large institutions have $41.7B invested in PG&E in 2024 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 343 increasing their positions, 178 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 59

93% more repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 178

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

8% more funds holding

Funds holding: 675730 (+55)

6% more capital invested

Capital invested by funds: $39.2B → $41.7B (+$2.47B)

1.33% more ownership

Funds ownership: 92.85%94.18% (+1.3%)

38% less call options, than puts

Call options by funds: $206M | Put options by funds: $331M

Holders
730
Holders Change
+55
Holders Change %
+8.15%
% of All Funds
9.62%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.25%
New
122
Increased
343
Reduced
178
Closed
59
Calls
$206M
Puts
$331M
Net Calls
-$125M
Net Calls Change
-$341M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
501
Coldstream Capital Management
Washington
$280K +$38.8K +1,907 +16%
B
502
BetterWealth
California
$275K +$631 +31 +0.2%
S
503
SignatureFD
Georgia
$268K +$40.6K +1,998 +18%
STA
504
Summit Trail Advisors
New York
$268K +$269K +13,247 New
CPA
505
Capital Performance Advisors
California
$265K +$21.4K +1,050 +9%
FTWA
506
Fifth Third Wealth Advisors
Ohio
$265K -$2.01K -99 -0.7%
APF
507
Alaska Permanent Fund
Alaska
$262K
SCM
508
Stevens Capital Management
Pennsylvania
$261K -$204K -10,043 -44%
VA
509
Vident Advisory
Georgia
$261K +$263K +12,916 New
DZ Bank
510
DZ Bank
Germany
$258K +$260K +12,788 New
Lazard Asset Management
511
Lazard Asset Management
New York
$254K -$10.8K -531 -4%
SPIA
512
Steward Partners Investment Advisory
New York
$253K +$4.21K +207 +2%
AFG
513
Atomi Financial Group
New York
$253K +$5.72K +281 +2%
VT
514
Vise Technologies
New York
$252K +$254K +12,489 New
FL
515
FreeGulliver LLC
Louisiana
$252K -$5.41K -266 -2%
SCA
516
Snowden Capital Advisors
New York
$251K +$4.37K +215 +2%
AIM
517
Athena Investment Management
California
$248K -$7.51K -369 -3%
BFS
518
Burr Financial Services
California
$247K
PCS
519
Personal CFO Solutions
New Jersey
$246K +$248K +12,213 New
FRA
520
Frank Rimerman Advisors
California
$246K +$203 +10 +0.1%
P
521
&Partners
Tennessee
$245K +$244K +11,974 New
SCM
522
Shelton Capital Management
Colorado
$244K +$246K +12,108 New
CSC
523
Caldwell Sutter Capital
California
$243K +$1.02K +50 +0.4%
GRP
524
Global Retirement Partners
California
$242K +$57.3K +2,815 +31%
CI Investments Inc
525
CI Investments Inc
Ontario, Canada
$239K +$22.1K +1,085 +10%