PCG icon

PG&E
PCG

Overview Fund Activity

652 hedge funds and large institutions have $33.5B invested in PG&E in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 252 increasing their positions, 211 reducing their positions, and 68 closing their positions.

Holders
652
Holders Change
+21
Holders Change %
+3.33%
% of All Funds
9.45%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
98
Increased
252
Reduced
211
Closed
68
Calls
$356M
Puts
$167M
Net Calls
+$189M
Net Calls Change
+$279M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$233M
2
Deutsche Bank
2
Deutsche Bank
Germany
$673M
3
BlackRock
3
BlackRock
New York
$2.82B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.73B
5
CC
5
Covalis Capital
United Kingdom
$112M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$217M
2
Jane Street
2
Jane Street
New York
$5.37M
3
Morgan Stanley
3
Morgan Stanley
New York
$216M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$6.72M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.77B
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
701
Beacon Pointe Advisors
California
– -$214K -11,872 Closed
JFG
702
Jefferies Financial Group
New York
– -$197K -10,900 Closed
IWM
703
IHT Wealth Management
Illinois
– -$189K -10,506 Closed
PL
704
Perpetual Ltd
Australia
– -$183K -10,155 Closed
Los Angeles Capital Management
705
Los Angeles Capital Management
California
– -$183K -10,154 Closed
CLOS
706
Compagnie Lombard Odier SCmA
Switzerland
– -$180K -10,000 Closed
TCWA
707
Turtle Creek Wealth Advisors
Texas
– -$53.9K -2,989 Closed
PS
708
Planned Solutions
California
– -$37.4K -2,076 Closed
TFA
709
Toth Financial Advisory
Virginia
– -$24.7K -1,368 Closed
GWS
710
Glassman Wealth Services
Virginia
– -$16.1K -893 Closed
VAG
711
VisionPoint Advisory Group
Texas
– -$11K -608 Closed
SIC
712
Salem Investment Counselors
North Carolina
– -$9.02K -500 Closed
Loomis, Sayles & Company
713
Loomis, Sayles & Company
Massachusetts
– -$5K -293 Closed
TWM
714
Tradition Wealth Management
Minnesota
– -$4K -225 Closed
Jones Financial Companies
715
Jones Financial Companies
Missouri
– -$2.09K -116 Closed
PO
716
Private Ocean
California
– -$1.71K -95 Closed
DWA
717
Delos Wealth Advisors
Texas
– -$1.1K -61 Closed
LIWM
718
Long Island Wealth Management
New York
– -$1K -50 Closed
PA
719
Pineridge Advisors
Missouri
– -$126 -7 Closed
TCOV
720
Trust Company of Vermont
Vermont
– -$90 -5 Closed
TFA
721
Transamerica Financial Advisors
Florida
– -$1K -1 Closed
25 26 27 28
29