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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
A
551
AlphaQuest
New York
$172K -$151K -7,422 -47%
UFF
552
USA Financial Formulas
Michigan
$167K +$169K +8,287 New
EWA
553
EverSource Wealth Advisors
Alabama
$161K +$20.3K +996 +14%
SAM
554
Smartleaf Asset Management
Massachusetts
$154K +$57.9K +2,848 +59%
CA
555
Continuum Advisory
Idaho
$153K +$1.93K +95 +1%
SIM
556
Sandia Investment Management
Massachusetts
$151K
QL
557
Quarry LP
New York
$147K +$44.1K +2,170 +42%
BAM
558
Byrne Asset Management
New Jersey
$145K
NEI
559
Northwest & Ethical Investments
Ontario, Canada
$139K +$140K +6,900 New
CCA
560
Catalyst Capital Advisors
New York
$138K +$50.4K +2,477 +57%
CIBC Private Wealth Group
561
CIBC Private Wealth Group
Georgia
$134K +$31.3K +1,538 +28%
QCG
562
Quadrant Capital Group
Ohio
$127K -$407 -20 -0.3%
Acadian Asset Management
563
Acadian Asset Management
Massachusetts
$127K -$111K -5,464 -46%
ETC
564
Exchange Traded Concepts
Oklahoma
$126K +$31K +1,526 +32%
HNB
565
Huntington National Bank
Ohio
$122K +$24.5K +1,205 +25%
BIG
566
Brooklyn Investment Group
New York
$120K +$2.67K +131 +2%
PTC
567
Private Trust Company
Ohio
$115K
PCM
568
Penserra Capital Management
California
$115K +$113K +5,536 +2,494%
CA
569
CoreCap Advisors
Michigan
$113K -$79.5K -3,909 -41%
SO
570
Sierra Ocean
California
$111K +$112K +5,503 New
FHA
571
First Horizon Advisors
Tennessee
$110K +$98K +4,819 +746%
CFGS
572
Concourse Financial Group Securities
Alabama
$108K -$12.8K -627 -9%
PCFFS
573
Pacific Center for Financial Services
California
$93.9K +$20 +1 +0%
HI
574
Harbour Investments
Wisconsin
$93K +$305 +15 +0.3%
IA
575
IFP Advisors
Florida
$92.4K +$6.77K +333 +8%