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
CCA
601
Criterion Capital Advisors
Tennessee
$3.06K
FMP
602
Financial Management Professionals
Texas
$3K +$933 +53 +38%
VWA
603
Valued Wealth Advisors
Utah
$2.76K +$1.57K +89 +129%
DF
604
Dunhill Financial
United Kingdom
$2.7K +$686 +39 +34%
GWM
605
Geneos Wealth Management
Colorado
$2.51K
SIC
606
SJS Investment Consulting
Ohio
$2.48K -$88 -5 -3%
RFG
607
RFP Financial Group
Georgia
$2.46K
ADL
608
Asset Dedication LLC
California
$2.2K
EWM
609
Evermay Wealth Management
Virginia
$2.17K
DPW
610
DiNuzzo Private Wealth
Pennsylvania
$2.03K +$352 +20 +21%
PO
611
Private Ocean
California
$2.01K +$2.02K +115 New
CAL
612
Capital Analysts LLC
Pennsylvania
$2K
CPBTD
613
Central Pacific Bank - Trust Division
Hawaii
$1.97K
PPC
614
Park Place Capital
Alabama
$1.9K
NSIM
615
North Star Investment Management
Illinois
$1.75K
ATPW
616
Ashton Thomas Private Wealth
Arizona
$1.75K +$1.76K +100 New
CC
617
Cultivar Capital
Texas
$1.75K +$1.76K +100 New
WWP
618
WR Wealth Planners
Missouri
$1.73K +$546 +31 +46%
W
619
WealthCollab
Washington
$1.66K
PWMG
620
Prestige Wealth Management Group
New Jersey
$1.57K
UWS
621
Unique Wealth Strategies
Illinois
$1.51K +$1.58K +90 New
EC
622
EntryPoint Capital
New York
$1.5K -$98.7K -5,609 -98%
DAM
623
Delta Asset Management
Tennessee
$1.5K
CFS
624
CGC Financial Services
Oregon
$1.4K
LIA
625
Lynx Investment Advisory
District of Columbia
$1.34K +$1.35K +77 New