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PG&E
PCG

Overview Fund Activity

652 hedge funds and large institutions have $33.5B invested in PG&E in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 252 increasing their positions, 211 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+21
Holders Change %
+3.33%
% of All Funds
9.45%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
98
Increased
252
Reduced
211
Closed
68
Calls
$356M
Puts
$167M
Net Calls
+$189M
Net Calls Change
+$279M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$233M
2
Deutsche Bank
2
Deutsche Bank
Germany
$673M
3
BlackRock
3
BlackRock
New York
$2.82B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.73B
5
CC
5
Covalis Capital
United Kingdom
$112M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$217M
2
Jane Street
2
Jane Street
New York
$5.37M
3
Morgan Stanley
3
Morgan Stanley
New York
$216M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$6.72M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.77B
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
601
Cambridge Trust
Massachusetts
$2.68K – – –
SIC
602
SJS Investment Consulting
Ohio
$2.46K -$117 -7 -5%
GWM
603
Geneos Wealth Management
Colorado
$2.41K – – –
MAWCM
604
Mine & Arao Wealth Creation & Management
California
$2.4K +$956 +57 +66%
RFG
605
RFP Financial Group
Georgia
$2.36K +$2.36K +141 New
TAM
606
Tucker Asset Management
Colorado
$2.35K +$2.35K +140 New
EWM
607
Evermay Wealth Management
Virginia
$2.08K -$335 -20 -14%
FMP
608
Financial Management Professionals
Texas
$2K -$5.87K -414 -75%
CAL
609
Capital Advisors Ltd
Ohio
$2K -$400 -27 -17%
ADL
610
Asset Dedication LLC
California
$2K – – –
CAL
611
Capital Analysts LLC
Pennsylvania
$2K – – –
PVH
612
Psagot Value Holdings
Israel
$2K – – –
DF
613
Dunhill Financial
United Kingdom
$1.94K +$334 +20 +21%
Kayne Anderson Rudnick Investment Management
614
Kayne Anderson Rudnick Investment Management
California
$1.88K – – –
CPBTD
615
Central Pacific Bank - Trust Division
Hawaii
$1.87K +$1.87K +113 New
PPC
616
Park Place Capital
Alabama
$1.83K – – –
NSIM
617
North Star Investment Management
Illinois
$1.68K – – –
DPW
618
DiNuzzo Private Wealth
Pennsylvania
$1.61K +$34 +2 +2%
W
619
WealthCollab
Washington
$1.59K – – –
FGAM
620
Financial Gravity Asset Management
Texas
$1.54K +$1.54K +92 New
PWMG
621
Prestige Wealth Management Group
New Jersey
$1.51K – – –
DAM
622
Delta Asset Management
Tennessee
$1.44K – – –
CFS
623
CGC Financial Services
Oregon
$1.34K +$1.34K +80 New
WPA
624
West Paces Advisors
Georgia
$1.27K -$369 -22 -22%
OC
625
Oakworth Capital
Alabama
$1.26K -$419 -25 -25%
23 24
25
26 27