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PG&E
PCG

Overview Fund Activity

612 hedge funds and large institutions have $18.1B invested in PG&E in 2018 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 218 increasing their positions, 219 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
-6
Holders Change %
-0.97%
% of All Funds
14.03%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.48%
New
75
Increased
218
Reduced
219
Closed
75
Calls
$807M
Puts
$255M
Net Calls
+$553M
Net Calls Change
+$509M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$994M
2
BlackRock
2
BlackRock
New York
$2.04B
3
WCM
3
Wedge Capital Management
North Carolina
$125M
4
Fidelity International
4
Fidelity International
Bermuda
$112M
5
LCS
5
Levin Capital Strategies
New York
$138M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$462M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$43.1M
3
O
3
OppenheimerFunds
New York
$43.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$332M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
526
Parkside Financial Bank & Trust
Missouri
$25K +$2.69K +62 +12%
MSE
527
MUFG Securities EMEA
United Kingdom
$25K +$25K +578 New
ZB
528
Zions Bancorporation
Utah
$24K -$12.4K -289 -34%
HR
529
Howe & Rusling
New York
$24K -$8.65K -200 -26%
PW
530
Price Wealth
Texas
$23K +$2.8K +67 +14%
WA
531
WP Advisors
California
$22K +$22K +528 New
SSB
532
Sandy Spring Bank
Maryland
$21K -$2.23K -53 -10%
SIC
533
Salem Investment Counselors
North Carolina
$21K – – –
AA
534
Apriem Advisors
California
$21K +$21K +500 New
ASN
535
Advisory Services Network
Georgia
$19K -$6.14K -136 -24%
PCP
536
Proficio Capital Partners
Massachusetts
$19K -$1.12K -26 -6%
CTC
537
Central Trust Company
Missouri
$19K -$750 -18 -4%
THWM
538
Taylor Hoffman Wealth Management
Virginia
$18K – – –
AIM
539
Anchor Investment Management
South Carolina
$17K -$17K -400 -50%
WC
540
Whitney & Co
New York
$17K -$111K -2,600 -87%
AWM
541
Avior Wealth Management
Nebraska
$17K -$680 -16 -4%
CF
542
Centaurus Financial
California
$17K +$17K +392 New
FMII
543
Farmers & Merchants Investments Inc
Nebraska
$16K – – –
CAW
544
Cornerstone Advisors (Washington)
Washington
$16K +$4.38K +106 +38%
CB
545
Community Bank
New York
$14K -$27.9K -616 -67%
WAM
546
Watermark Asset Management
California
$14K – – –
IWP
547
Icon Wealth Partners
Texas
$14K +$14K +324 New
JFGIW
548
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K -$1.82K -42 -12%
CFA
549
Carroll Financial Associates
North Carolina
$13K – – –
FHA
550
First Horizon Advisors
Tennessee
$13K – – –
20 21
22
23 24