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PG&E
PCG

Overview Fund Activity

594 hedge funds and large institutions have $32.1B invested in PG&E in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 267 increasing their positions, 147 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+38
Holders Change %
+6.83%
% of All Funds
9.47%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
86
Increased
267
Reduced
147
Closed
41
Calls
$390M
Puts
$521M
Net Calls
-$132M
Net Calls Change
-$82.9M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.33B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.82B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.35B
4
BlackRock
4
BlackRock
New York
$2.61B
5
State Street
5
State Street
Massachusetts
$1.68B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.79B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$560M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$271M
4
SSP
4
Sixth Street Partners
Texas
$363M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$2.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCG
576
Financial Connections Group
California
$1K – – –
DWA
577
Delos Wealth Advisors
Texas
$995 – – –
TWP
578
TFO Wealth Partners
Ohio
$950 +$570 +33 +150%
MA
579
MCF Advisors
Kentucky
$936 – – –
WA
580
WestEnd Advisors
North Carolina
$677 +$677 +42 New
Jones Financial Companies
581
Jones Financial Companies
Missouri
$565 +$565 +35 New
CAS
582
Coppell Advisory Solutions
Texas
$537 +$293 +18 +120%
KFS
583
Kelly Financial Services
Massachusetts
$516 – – –
TFM
584
TFC Financial Management
Massachusetts
$501 – – –
BWM
585
Baystate Wealth Management
Massachusetts
$468 +$468 +29 New
TWD
586
True Wealth Design
Ohio
$452 – – –
GJIA
587
Glass Jacobson Investment Advisors
Maryland
$371 – – –
WWM
588
Wolff Wiese Magana
California
$323 – – –
HCM
589
Hollencrest Capital Management
California
$242 – – –
CPG
590
Cornerstone Planning Group
New Jersey
$226 +$226 +14 New
CTC
591
Central Trust Company
Missouri
$210 – – –
PCTC
592
Perkins Coie Trust Company
Washington
$209 +$209 +13 New
FGA
593
Fortis Group Advisors
New Jersey
$194 +$194 +12 New
FRA
594
Front Row Advisors
California
$177 – – –
Holocene Advisors
595
Holocene Advisors
New York
– -$14.2M -822,599 Closed
LCM
596
Laurion Capital Management
New York
– -$12M -693,245 Closed
AIM
597
Aigen Investment Management
New York
– -$5.85M -338,331 Closed
JFG
598
Jefferies Financial Group
New York
– -$5.83M -337,451 Closed
LIP
599
Lighthouse Investment Partners
Florida
– -$4.81M -278,384 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
600
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$3.84M -222,318 Closed
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