We are live on ! Find out more

658 hedge funds and large institutions have $34.7B invested in PG&E in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 281 increasing their positions, 206 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $403M | Put options by funds: $230M

36% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 206

15% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 66

4% more capital invested

Capital invested by funds: $33.6B → $34.7B (+$1.18B)

0% more funds holding

Funds holding: 657658 (+1)

0.75% less ownership

Funds ownership: 93.87%93.12% (-0.75%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
658
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
9.5%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
76
Increased
281
Reduced
206
Closed
66
Calls
$403M
Puts
$230M
Net Calls
+$173M
Net Calls Change
-$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
576
Avior Wealth Management
Nebraska
$8.19K -$23.6K -1,341 -74%
CMA
577
Cedar Mountain Advisors
Oregon
$7.89K
FPFS
578
First Personal Financial Services
North Carolina
$7.86K
AWM
579
Abound Wealth Management
Tennessee
$7.25K -$211 -12 -3%
VNA
580
Valley National Advisers
Pennsylvania
$7K +$880 +50 +13%
GEA
581
Glen Eagle Advisors
New Jersey
$6.15K
KFI
582
Key Financial Inc
Pennsylvania
$5.83K
TF
583
Tompkins Financial
New York
$5.24K
AW
584
Avion Wealth
Texas
$5K +$3.08K +175 +142%
MIA
585
MeadowBrook Investment Advisors
Michigan
$4.98K
SS
586
Sunbelt Securities
Texas
$4.92K
WT
587
Whittier Trust
California
$4.8K
RTL
588
Red Tortoise LLC
Georgia
$4.35K
TWP
589
Triad Wealth Partners
Kansas
$4.31K +$4.35K +247 New
HGERS
590
Householder Group Estate & Retirement Specialist
Arizona
$4K
PCM
591
Penserra Capital Management
California
$4K
BCWM
592
Bartlett & Co Wealth Management
Ohio
$3.88K
S
593
Sachetta
Massachusetts
$3.54K +$2.39K +136 +239%
TH
594
TCTC Holdings
Texas
$3.51K
Kayne Anderson Rudnick Investment Management
595
Kayne Anderson Rudnick Investment Management
California
$3.51K +$1.57K +89 +79%
CT
596
Colonial Trust
South Carolina
$3.5K
AAG
597
Armstrong Advisory Group
Massachusetts
$3.49K
CFFP
598
Center for Financial Planning
Michigan
$3.49K
GG
599
Gleason Group
Kentucky
$3.35K +$3.38K +192 New
LSA
600
Leonteq Securities AG
Switzerland
$3.28K -$13.8K -782 -81%