631 hedge funds and large institutions have $36.9B invested in PG&E in 2023 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 257 increasing their positions, 184 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
+37
Holders Change %
+6.23%
% of All Funds
9.25%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
102
Increased
257
Reduced
184
Closed
60
Calls
$184M
Puts
$274M
Net Calls
-$90.4M
Net Calls Change
+$41.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PO
601
Private Ocean
California
$1.71K +$1.71K +95 New
W
602
WealthCollab
Washington
$1.71K +$1.71K +95 New
DPW
603
DiNuzzo Private Wealth
Pennsylvania
$1.7K +$1.7K +94 New
PWMG
604
Prestige Wealth Management Group
New Jersey
$1.62K
MAWCM
605
Mine & Arao Wealth Creation & Management
California
$1.55K
DAM
606
Delta Asset Management
Tennessee
$1.55K +$1.55K +86 New
GIA
607
GHP Investment Advisors
Colorado
$1.34K
DWA
608
Delos Wealth Advisors
Texas
$1.1K
MA
609
MCF Advisors
Kentucky
$1.05K
S
610
Sachetta
Massachusetts
$1.03K +$1.03K +57 New
TFA
611
Transamerica Financial Advisors
Florida
$1K
FCG
612
Financial Connections Group
California
$1K
LIWM
613
Long Island Wealth Management
New York
$1K +$1K +50 New
KFS
614
Kelly Financial Services
Massachusetts
$577
AP
615
Aspect Partners
Virginia
$577 +$577 +32 New
TFM
616
TFC Financial Management
Massachusetts
$559
WA
617
WestEnd Advisors
North Carolina
$523 -$234 -13 -31%
BWM
618
Baystate Wealth Management
Massachusetts
$523
TWD
619
True Wealth Design
Ohio
$505
VWA
620
Valued Wealth Advisors
Utah
$501 +$501 +31 New
FGA
621
Fortis Group Advisors
New Jersey
$432 +$216 +12 +100%
TWP
622
TFO Wealth Partners
Ohio
$397 -$596 -33 -60%
WWM
623
Wolff Wiese Magana
California
$361
CAM
624
ClariVest Asset Management
California
$343
CAS
625
Coppell Advisory Solutions
Texas
$270 -$324 -18 -55%