PG&E
634 hedge funds and large institutions have $36.9B invested in PG&E in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 258 increasing their positions, 185 reducing their positions, and 60 closing their positions.
72% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 60
39% more repeat investments, than reductions
Existing positions increased: 258 | Existing positions reduced: 185
15% more capital invested
Capital invested by funds: $32.1B → $36.9B (+$4.83B)
6% more funds holding
Funds holding: 596 → 634 (+38)
6% more funds holding in top 10
Funds holding in top 10: 17 → 18 (+1)
0.93% more ownership
Funds ownership: 95.13% → 96.06% (+0.93%)
33% less call options, than puts
Call options by funds: $184M | Put options by funds: $274M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$212M |
| 2 |
Morgan Stanley
New York
|
+$188M |
| 3 |
JP Morgan Chase
New York
|
+$174M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$140M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$134M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$527M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$153M |
| 3 |
ZP
Zimmer Partners
New York
|
-$121M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$69.2M |
| 5 |
SSP
Sixth Street Partners
Dallas,
Texas
|
-$62.7M |
PCG Hedge Fund Activity: Q4 2023 in Review
634 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PG&E (PCG) for Q4 2023, worth a combined $36.9B — up 15% from $32.1B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new PCG positions and 60 closed out — a net gain of 43 holders — while 258 added to existing stakes and 185 trimmed.
The largest buyer was Jane Street, adding an estimated $212M. The largest seller was Capital Research Global Investors, cutting an estimated $527M.
- 634 institutional investors held PG&E (PCG) as of Q4 2023, up from 596 in Q3 2023.
- Funds reported $36.9B of PG&E stock for Q4 2023, up 15% quarter-over-quarter.
- 103 funds opened new PG&E positions in Q4 2023 and 60 closed out, a net change of +43 holders.
- The largest PG&E buyer in Q4 2023 was Jane Street, an estimated $212M added.
- The largest PG&E seller in Q4 2023 was Capital Research Global Investors, an estimated $527M sold.
Based on aggregated 13F filings for Q4 2023.