We are live on ! Find out more

675 hedge funds and large institutions have $39.2B invested in PG&E in 2024 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 296 increasing their positions, 206 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $474M | Put options by funds: $258M

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

44% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 206

37% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 60

13% more capital invested

Capital invested by funds: $34.7B → $39.2B (+$4.5B)

3% more funds holding

Funds holding: 658675 (+17)

0.26% less ownership

Funds ownership: 93.12%92.85% (-0.26%)

Holders
675
Holders Change
+17
Holders Change %
+2.58%
% of All Funds
9.69%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.23%
New
82
Increased
296
Reduced
206
Closed
60
Calls
$474M
Puts
$258M
Net Calls
+$216M
Net Calls Change
+$43.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PCWA
551
Pacific Capital Wealth Advisors
California
$51.6K
UB
552
UMB Bank
Missouri
$48.4K +$4.6K +246 +11%
TFIPS
553
Towarzystwo Funduszy Inwestycyjnych PZU SA
$47.4K
CFO
554
CVA Family Office
Colorado
$45.9K +$1.14K +61 +3%
PS
555
Planned Solutions
California
$41K +$38.8K +2,076 New
RIL
556
Rothschild Investment LLC
Illinois
$37.4K +$2.83K +151 +9%
MRC
557
Millburn Ridgefield Corp
New York
$36.7K -$6.21K -332 -15%
GWP
558
Gen-Wealth Partners
Michigan
$36.1K -$6.14K -328 -15%
EC
559
Elequin Capital
New York
$32.1K +$30.3K +1,622 New
GKIM
560
GW&K Investment Management
Massachusetts
$32K +$3.13K +167 +12%
SWM
561
Spire Wealth Management
Virginia
$31.6K +$1.59K +85 +6%
HPC
562
HM Payson & Co
Maine
$31.6K +$1.8K +96 +6%
GWM
563
Geneos Wealth Management
Colorado
$30K +$25.7K +1,374 +954%
BWL
564
Bogart Wealth LLC
Virginia
$29.7K
GFL
565
Granite FO LLC
New Hampshire
$29.7K +$28.1K +1,500 New
DMBA
566
Deseret Mutual Benefit Administrators
Utah
$29.6K
RA
567
Rise Advisors
New York
$25.6K
CA
568
Clearstead Advisors
Ohio
$25.2K
PFBT
569
Parkside Financial Bank & Trust
Missouri
$24.9K -$786 -42 -3%
FMII
570
Farmers & Merchants Investments Inc
Nebraska
$24.8K
GSEP
571
Golden State Equity Partners
California
$24.4K +$23.1K +1,234 New
QC
572
Quent Capital
New York
$23.8K +$1.53K +82 +7%
BGAI
573
Bruce G. Allen Investments
Colorado
$21K
PWMG
574
Private Wealth Management Group
New Jersey
$20.4K
CIA
575
Cape Investment Advisory
Georgia
$19.8K +$19 +1 +0.1%