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730 hedge funds and large institutions have $41.7B invested in PG&E in 2024 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 343 increasing their positions, 178 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 59

93% more repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 178

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

8% more funds holding

Funds holding: 675730 (+55)

6% more capital invested

Capital invested by funds: $39.2B → $41.7B (+$2.47B)

1.33% more ownership

Funds ownership: 92.85%94.18% (+1.3%)

38% less call options, than puts

Call options by funds: $206M | Put options by funds: $331M

Holders
730
Holders Change
+55
Holders Change %
+8.15%
% of All Funds
9.62%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.25%
New
122
Increased
343
Reduced
178
Closed
59
Calls
$206M
Puts
$331M
Net Calls
-$125M
Net Calls Change
-$341M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
651
Brown Brothers Harriman & Co
New York
$5.85K +$5.9K +290 New
SS
652
Sunbelt Securities
Texas
$5.67K
WT
653
Whittier Trust
California
$5.55K
MIA
654
MeadowBrook Investment Advisors
Michigan
$5.4K
RMP
655
Richards, Merrill & Peterson
Washington
$5.37K +$5.41K +266 New
RTL
656
Red Tortoise LLC
Georgia
$5.03K
AW
657
Avion Wealth
Texas
$5K -$183 -9 -3%
BCWM
658
Bartlett & Co Wealth Management
Ohio
$4.49K
S
659
Sachetta
Massachusetts
$4.32K +$427 +21 +11%
CTWM
660
Cherry Tree Wealth Management
Minnesota
$4.12K +$4.15K +204 New
Kayne Anderson Rudnick Investment Management
661
Kayne Anderson Rudnick Investment Management
California
$4.06K
TH
662
TCTC Holdings
Texas
$4.06K
AAG
663
Armstrong Advisory Group
Massachusetts
$4.04K
CFFP
664
Center for Financial Planning
Michigan
$4.04K
RS
665
R Squared
Hong Kong
$3.83K +$3.87K +190 New
FMP
666
Financial Management Professionals
Texas
$3.81K -$4.84K -238 -56%
NRG
667
Nemes Rush Group
Michigan
$3.37K +$3.4K +167 New
CFD
668
Creative Financial Designs
Indiana
$3.29K +$3.32K +163 New
CSWM
669
Cassady Schiller Wealth Management
Ohio
$3.21K +$3.23K +159 New
CYG
670
Clean Yield Group
Vermont
$3.13K
CCA
671
Criterion Capital Advisors
Tennessee
$3.06K
HHGA
672
Halbert Hargrove Global Advisors
California
$3.04K +$3.05K +150 New
CFB
673
Cullen/Frost Bankers
Texas
$3.01K +$2.14K +105 +239%
DRP
674
Decker Retirement Planning
Utah
$2.72K +$2.75K +135 New
CTC
675
Central Trust Company
Missouri
$2.5K