We are live on ! Find out more

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
C
576
Covestor
United Kingdom
$88K -$38.3K -1,884 -30%
SSB
577
Sandy Spring Bank
Maryland
$86.7K
Optiver Holding
578
Optiver Holding
Netherlands
$86.2K +$16.8K +825 +24%
WBWA
579
William B. Walkup & Associates
South Carolina
$85.9K
MG
580
Mather Group
Illinois
$84.1K +$10.4K +512 +14%
MPWT
581
MassMutual Private Wealth & Trust
Connecticut
$80.3K +$6.67K +328 +9%
UB
582
UMB Bank
Missouri
$79.8K +$30.6K +1,506 +61%
Fidelity International
583
Fidelity International
Bermuda
$78.8K -$4.09K -201 -5%
BTI
584
Blue Trust Inc
Georgia
$77.7K -$7.06K -347 -8%
BC
585
Bayforest Capital
United Kingdom
$68.1K +$68.7K +3,375 New
T
586
Tidemark
California
$60.9K
CFO
587
CVA Family Office
Colorado
$54.1K +$7.3K +359 +15%
HT
588
Headlands Technologies
Illinois
$52.9K -$651K -32,009 -92%
PCWA
589
Pacific Capital Wealth Advisors
California
$52.7K
TFIPS
590
Towarzystwo Funduszy Inwestycyjnych PZU SA
$48.4K
LS
591
Livforsakringsbolaget Skandia
Sweden
$44.4K -$85.4K -4,200 -66%
FNWA
592
Financial Network Wealth Advisors
Utah
$44.1K -$47.9K -2,356 -52%
BWL
593
Bogart Wealth LLC
Virginia
$41.6K +$11.4K +559 +37%
RIL
594
Rothschild Investment LLC
Illinois
$40.3K +$2.14K +105 +6%
SWM
595
Spire Wealth Management
Virginia
$40K +$7.79K +383 +24%
EC
596
Elequin Capital
New York
$39.2K +$6.49K +319 +20%
CT
597
Colonial Trust
South Carolina
$38.7K +$33.1K +1,627 +563%
VHAM
598
Van Hulzen Asset Management
California
$37.7K +$38K +1,870 New
TWD
599
True Wealth Design
Ohio
$36.9K +$34.4K +1,690 +1,234%
GKIM
600
GW&K Investment Management
Massachusetts
$33K +$671 +33 +2%