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675 hedge funds and large institutions have $39.2B invested in PG&E in 2024 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 296 increasing their positions, 206 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $474M | Put options by funds: $258M

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

44% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 206

37% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 60

13% more capital invested

Capital invested by funds: $34.7B → $39.2B (+$4.5B)

3% more funds holding

Funds holding: 658675 (+17)

0.26% less ownership

Funds ownership: 93.12%92.85% (-0.26%)

Holders
675
Holders Change
+17
Holders Change %
+2.58%
% of All Funds
9.69%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.23%
New
82
Increased
296
Reduced
206
Closed
60
Calls
$474M
Puts
$258M
Net Calls
+$216M
Net Calls Change
+$43.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
601
Financial Management Professionals
Texas
$8K +$4.36K +233 +120%
VWA
602
Valued Wealth Advisors
Utah
$7.85K +$4.47K +239 +151%
DF
603
Dunhill Financial
United Kingdom
$7.33K +$4.04K +216 +139%
GEA
604
Glen Eagle Advisors
New Jersey
$6.96K
KFI
605
Key Financial Inc
Pennsylvania
$6.6K
HWM
606
Hemington Wealth Management
Virginia
$6K +$6.44K +344 New
TF
607
Tompkins Financial
New York
$5.93K
CT
608
Colonial Trust
South Carolina
$5.73K +$1.67K +89 +45%
SS
609
Sunbelt Securities
Texas
$5.57K
MIA
610
MeadowBrook Investment Advisors
Michigan
$5.56K
WT
611
Whittier Trust
California
$5.44K
AW
612
Avion Wealth
Texas
$5K -$56 -3 -1%
HGERS
613
Householder Group Estate & Retirement Specialist
Arizona
$5K
RTL
614
Red Tortoise LLC
Georgia
$4.92K
CWP
615
Concord Wealth Partners
Virginia
$4.53K +$4.29K +229 New
BCWM
616
Bartlett & Co Wealth Management
Ohio
$4.39K
SIC
617
Salem Investment Counselors
North Carolina
$4.09K +$3.87K +207 New
PCM
618
Penserra Capital Management
California
$4K +$337 +18 +9%
Kayne Anderson Rudnick Investment Management
619
Kayne Anderson Rudnick Investment Management
California
$3.97K
TH
620
TCTC Holdings
Texas
$3.97K
AAG
621
Armstrong Advisory Group
Massachusetts
$3.95K
CFFP
622
Center for Financial Planning
Michigan
$3.95K
RFG
623
REAP Financial Group
Texas
$3.95K +$3.74K +200 New
S
624
Sachetta
Massachusetts
$3.82K
CYG
625
Clean Yield Group
Vermont
$3.06K +$2.9K +155 New