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PG&E
PCG

Overview Fund Activity

612 hedge funds and large institutions have $18.1B invested in PG&E in 2018 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 218 increasing their positions, 219 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
-6
Holders Change %
-0.97%
% of All Funds
14.03%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.48%
New
75
Increased
218
Reduced
219
Closed
75
Calls
$807M
Puts
$255M
Net Calls
+$553M
Net Calls Change
+$509M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$994M
2
BlackRock
2
BlackRock
New York
$2.04B
3
WCM
3
Wedge Capital Management
North Carolina
$125M
4
Fidelity International
4
Fidelity International
Bermuda
$112M
5
LCS
5
Levin Capital Strategies
New York
$138M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$462M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$43.1M
3
O
3
OppenheimerFunds
New York
$43.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$332M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
576
Wagner Wealth Management
South Carolina
$5K +$5K +118 New
RWP
577
RWA Wealth Partners
Massachusetts
$5K +$5K +126 New
JIR
578
James Investment Research
Ohio
$4K -$2.34M -58,512 -100%
CFG
579
CKW Financial Group
Hawaii
$4K -$5K -125 -56%
LNB
580
Ledyard National Bank
$4K -$1.24K -31 -24%
OC
581
Oakworth Capital
Alabama
$4K – – –
DOA
582
D'Orazio & Associates
Virginia
$4K – – –
SWA
583
Sutton Wealth Advisors
Florida
$3.62K +$894 +21 +33%
MAM
584
Meeder Asset Management
Ohio
$3.58K – – –
TFO
585
Tarbox Family Office
California
$3K -$2.24K -56 -43%
OFW
586
Omnia Family Wealth
Florida
$3K – – –
NIM
587
NuWave Investment Management
New Jersey
$3K +$3K +60 New
RA
588
Rational Advisors
New York
$3K +$3K +60 New
CFC
589
Coyle Financial Counsel
Illinois
$3K +$3K +71 New
FHA
590
Flagship Harbor Advisors
Massachusetts
$3K +$3K +80 New
WPA
591
West Paces Advisors
Georgia
$2.04K -$1.66K -39 -45%
TL
592
TrueWealth LLC
Georgia
$2K – – –
SFM
593
Signet Financial Management
New Jersey
$2K – – –
PGWM
594
Parisi Gray Wealth Management
New Jersey
$2K – – –
VNA
595
Valley National Advisers
Pennsylvania
$2K – – –
MUS
596
Mitsubishi UFJ Securities
Japan
$2K – – –
RCAG
597
Rehmann Capital Advisory Group
Michigan
$1.54K -$154K -3,589 -99%
TFA
598
Transamerica Financial Advisors
Florida
$1K -$1.19M -8,311 -100%
BC
599
Bartlett & Co
Ohio
$1K – – –
AIM
600
Advantage Investment Management
Iowa
$1K – – –
22 23
24
25 26