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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 59 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

39% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 59

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
9.7%
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
59
Calls
$474M
Puts
$258M
Net Calls
+$216M
Net Calls Change
+$43.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
651
Transamerica Financial Advisors
Florida
$1K +$19 +1 New
CWC
652
Carolinas Wealth Consulting
North Carolina
$989 +$561 +30 +150%
CPG
653
Cornerstone Planning Group
New Jersey
$986 +$318 +17 +53%
HWP
654
Highline Wealth Partners
California
$949 +$636 +34 +243%
TFM
655
TFC Financial Management
Massachusetts
$930
CFB
656
Cullen/Frost Bankers
Texas
$871 +$823 +44 New
AAP
657
Arax Advisory Partners
Colorado
$851 +$805 +43 New
RAM
658
Riggs Asset Management
Pennsylvania
$791
WWM
659
Wolff Wiese Magana
California
$791
LWANC
660
Laurel Wealth Advisors (North Carolina)
North Carolina
$633
VAMG
661
Voisard Asset Management Group
Michigan
$594 +$561 +30 New
WBC
662
West Branch Capital
Massachusetts
$594 +$561 +30 New
SFCL
663
Strengthening Families & Communities LLC
Massachusetts
$593
WA
664
WestEnd Advisors
North Carolina
$573 -$37 -2 -6%
AP
665
Aspect Partners
Virginia
$474 +$225 +12 +100%
CAM
666
Creekmur Asset Management
Illinois
$415
TSMHT
667
Thurston Springer Miller Herd & Titak
Indiana
$415
CAM
668
Chesapeake Asset Management
New York
$395 +$374 +20 New
CAM
669
ClariVest Asset Management
California
$332
CAS
670
Coppell Advisory Solutions
Texas
$297
AA
671
Ancora Advisors
Ohio
$277 +$262 +14 New
KB
672
Kimelman & Baird
New York
$258
FGA
673
Fortis Group Advisors
New Jersey
$237
FRA
674
Front Row Advisors
California
$218
MFG
675
Mendota Financial Group
Wisconsin
$178 +$168 +9 New