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PG&E
PCG

Overview Fund Activity

594 hedge funds and large institutions have $32.1B invested in PG&E in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 267 increasing their positions, 147 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+38
Holders Change %
+6.83%
% of All Funds
9.47%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
86
Increased
267
Reduced
147
Closed
41
Calls
$390M
Puts
$521M
Net Calls
-$132M
Net Calls Change
-$82.9M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.33B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.82B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.35B
4
BlackRock
4
BlackRock
New York
$2.61B
5
State Street
5
State Street
Massachusetts
$1.68B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.79B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$560M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$271M
4
SSP
4
Sixth Street Partners
Texas
$363M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$2.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
526
Steward Financial Group
Texas
$7K +$7K +444 New
NS
527
NBC Securities
Alabama
$7K +$7K +452 New
FHA
528
First Horizon Advisors
Tennessee
$6.26K – – –
AAG
529
Armstrong Advisory Group
Massachusetts
$6.13K +$2.9K +180 +90%
GWSG
530
GPS Wealth Strategies Group
Colorado
$6.1K – – –
MCM
531
MV Capital Management
Maryland
$5.81K +$403 +25 +7%
GEA
532
Glen Eagle Advisors
New Jersey
$5.68K +$5.68K +352 New
LFG
533
Larson Financial Group
Missouri
$5.65K – – –
KFI
534
Key Financial Inc
Pennsylvania
$5.39K – – –
CAL
535
Capital Advisors Ltd
Ohio
$5K – – –
AWM
536
Abound Wealth Management
Tennessee
$4.84K -$2.29K -142 -32%
TF
537
Tompkins Financial
New York
$4.84K – – –
WT
538
Whittier Trust
California
$4.43K – – –
IRAG
539
Investment Research & Advisory Group
Georgia
$4.03K +$4.03K +250 New
RTL
540
Red Tortoise LLC
Georgia
$4.02K – – –
CA
541
Clearstead Advisors
Ohio
$3.81K +$1.9K +118 +100%
CT
542
Colonial Trust
South Carolina
$3.56K +$1.11K +66 +46%
BAAM
543
Baker Avenue Asset Management
California
$3.29K – – –
BCWM
544
Bartlett & Co Wealth Management
Ohio
$3.23K – – –
CFFP
545
Center for Financial Planning
Michigan
$3.23K – – –
BC
546
Bartlett & Co
Ohio
$3K – – –
TWM
547
Tradition Wealth Management
Minnesota
$3K +$3K +215 New
SC
548
SouthState Corp
Florida
$2.86K +$2.86K +177 New
CT
549
Cambridge Trust
Massachusetts
$2.58K – – –
CSPIA
550
Cary Street Partners Investment Advisory
Virginia
$2.42K +$2.42K +150 New
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