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PG&E
PCG

Overview Fund Activity

652 hedge funds and large institutions have $33.5B invested in PG&E in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 252 increasing their positions, 211 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+21
Holders Change %
+3.33%
% of All Funds
9.45%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
98
Increased
252
Reduced
211
Closed
68
Calls
$356M
Puts
$167M
Net Calls
+$189M
Net Calls Change
+$279M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$233M
2
Deutsche Bank
2
Deutsche Bank
Germany
$673M
3
BlackRock
3
BlackRock
New York
$2.82B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.73B
5
CC
5
Covalis Capital
United Kingdom
$112M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$217M
2
Jane Street
2
Jane Street
New York
$5.37M
3
Morgan Stanley
3
Morgan Stanley
New York
$216M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$6.72M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.77B
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
551
Steward Partners Investment Advisory
New York
$15.7K +$687 +41 +5%
PMFA
552
Plante Moran Financial Advisors
Michigan
$15.2K – – –
FRA
553
Frank Rimerman Advisors
California
$15.1K – – –
KHC
554
Koesten Hirschmann & Crabtree
Kansas
$14.3K – – –
IFAM
555
Institutional & Family Asset Management
Colorado
$14.3K – – –
A
556
Allianz
Germany
$14.3K +$14.3K +852 New
RTC
557
Riverview Trust Company
Washington
$13.7K +$13.7K +820 New
CA
558
Clearstead Advisors
Ohio
$13.1K -$625 -35 -5%
GKIM
559
GW&K Investment Management
Massachusetts
$13K +$752 +45 +6%
NCTC
560
New Covenant Trust Company
Indiana
$13K +$13K +775 New
FHA
561
First Horizon Advisors
Tennessee
$11.9K +$3.57K +213 +43%
LI
562
LRI Investments
Florida
$11.1K +$11.1K +660 New
FCG
563
Financial Connections Group
California
$11K +$9.17K +500 +500%
AFS
564
Annapolis Financial Services
Maryland
$10.9K – – –
JWA
565
JFS Wealth Advisors
Pennsylvania
$10.6K – – –
MCM
566
MV Capital Management
Maryland
$10.1K +$2.46K +147 +32%
AGWCA
567
Annis Gardner Whiting Capital Advisors
Florida
$9.98K -$11.7K -699 -54%
BIA
568
Bell Investment Advisors
California
$9.07K -$503 -30 -5%
LFG
569
Larson Financial Group
Missouri
$8.75K +$2.4K +143 +38%
SL
570
Salomon & Ludwin
Virginia
$7.71K – – –
CMA
571
Cedar Mountain Advisors
Oregon
$7.58K – – –
FPFS
572
First Personal Financial Services
North Carolina
$7.54K – – –
RCM
573
Raleigh Capital Management
North Carolina
$7.29K +$2.46K +147 +51%
AWM
574
Abound Wealth Management
Tennessee
$7.16K +$67 +4 +0.9%
SC
575
SouthState Corp
Florida
$7.11K +$7.11K +424 New
21 22
23
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