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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
ZB
526
Zions Bancorporation
Utah
$238K -$20.9K -1,028 -8%
IA
527
IFG Advisory
Georgia
$238K +$31.4K +1,545 +15%
SFC
528
SYM Financial Corp
Indiana
$237K +$27.4K +1,345 +13%
EFG
529
Everhart Financial Group
Ohio
$230K +$3.23K +159 +1%
VIA
530
Virtus Investment Advisers
Connecticut
$230K
AWM
531
Apollon Wealth Management
South Carolina
$225K +$18.8K +923 +9%
TC
532
Trilogy Capital
California
$225K +$227K +11,161 New
LFAS
533
Level Four Advisory Services
Texas
$223K +$15.7K +772 +7%
CCWM
534
Cassaday & Co Wealth Management
Virginia
$223K
CGL
535
Clarius Group LLC
Washington
$223K +$16.9K +833 +8%
Federated Hermes
536
Federated Hermes
Pennsylvania
$221K +$137K +6,740 +161%
MCM
537
MAI Capital Management
Ohio
$219K -$25.1K -1,232 -10%
PTC
538
Petrus Trust Company
Texas
$211K +$213K +10,475 New
CI
539
CX Institutional
Indiana
$209K +$210K +10,342 New
MAWA
540
Moss Adams Wealth Advisors
Washington
$207K +$209K +10,274 New
YLHM
541
Yelin Lapidot Holdings Management
Israel
$206K +$207K +10,195 New
DADC
542
D.A. Davidson & Co
Montana
$205K +$207K +10,169 New
LAM
543
Longboard Asset Management
Arizona
$203K +$205K +10,057 New
WIA
544
World Investment Advisors
California
$203K +$204K +10,036 New
GT
545
Glenview Trust
Kentucky
$202K -$956 -47 -0.5%
PP
546
Paloma Partners
Connecticut
$202K -$1.33M -65,529 -87%
LSA
547
Leonteq Securities AG
Switzerland
$196K +$112K +5,503 +130%
WBC
548
Westpac Banking Corp
Australia
$183K -$6.73K -331 -4%
SIM
549
Sentry Investment Management
Wisconsin
$178K -$29.1K -1,432 -14%
BAG
550
Bridgewealth Advisory Group
California
$174K +$7.2K +354 +3%