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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 %
ADL
526
Asset Dedication LLC
California
$2K – – –
CAL
527
Capital Analysts LLC
Pennsylvania
$2K – – –
BG
528
Bollard Group
Massachusetts
$2K +$2K +95 New
FFC
529
First Financial Corp
Indiana
$1.99K -$2K -116 -50%
PPC
530
Park Place Capital
Alabama
$1.88K – – –
SS
531
Sunbelt Securities
Texas
$1.73K – – –
OC
532
Oakworth Capital
Alabama
$1.73K – – –
NSIM
533
North Star Investment Management
Illinois
$1.73K – – –
PWMG
534
Prestige Wealth Management Group
New Jersey
$1.56K – – –
MAWCM
535
Mine & Arao Wealth Creation & Management
California
$1.49K – – –
QC
536
Quent Capital
New York
$1.37K -$1.56K -90 -53%
WPA
537
West Paces Advisors
Georgia
$1.31K – – –
GIA
538
GHP Investment Advisors
Colorado
$1.29K – – –
DWA
539
Delos Wealth Advisors
Texas
$1.06K – – –
MA
540
MCF Advisors
Kentucky
$1K – – –
VNA
541
Valley National Advisers
Pennsylvania
$1K – – –
TFA
542
Transamerica Financial Advisors
Florida
$1K – – –
AW
543
Avion Wealth
Texas
$1K +$674 +64 +206%
FCG
544
Financial Connections Group
California
$1K +$1K +100 New
TWC
545
TD Waterhouse Canada
Ontario, Canada
$863 -$85.4K -4,950 -99%
KFS
546
Kelly Financial Services
Massachusetts
$553 – – –
TFM
547
TFC Financial Management
Massachusetts
$536 – – –
TWD
548
True Wealth Design
Ohio
$484 – – –
IGWM
549
ICA Group Wealth Management
Colorado
$484 +$484 +28 New
GJIA
550
Glass Jacobson Investment Advisors
Maryland
$398 +$398 +23 New
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