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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
HWA
701
HHM Wealth Advisors
Tennessee
$1.15K +$1.16K +57 New
FFC
702
First Financial Corp
Indiana
$1.15K
MCM
703
Manchester Capital Management
Vermont
$1.05K
JFG
704
JDM Financial Group
Texas
$1.05K
CWC
705
Carolinas Wealth Consulting
North Carolina
$1.01K
MWA
706
Medallion Wealth Advisors
Connecticut
$1.01K +$1.02K +50 New
SFCL
707
Strengthening Families & Communities LLC
Massachusetts
$1K
WTFG
708
Wood Tarver Financial Group
Idaho
$1K +$1.57K +77 New
TFM
709
TFC Financial Management
Massachusetts
$949
NC
710
NewSquare Capital
Pennsylvania
$827 +$834 +41 New
WW
711
Winnow Wealth
Texas
$816 +$834 +41 New
WWM
712
Wolff Wiese Magana
California
$808
RAM
713
Riggs Asset Management
Pennsylvania
$806
CPG
714
Cornerstone Planning Group
New Jersey
$782 -$20 -1 -2%
APW
715
Aventura Private Wealth
Florida
$747 +$753 +37 New
GFPC
716
Global Financial Private Client
Florida
$646 +$651 +32 New
WBC
717
West Branch Capital
Massachusetts
$606
AP
718
Aspect Partners
Virginia
$484
OSNBOA
719
Old Second National Bank of Aurora
Illinois
$484 +$488 +24 New
CAM
720
Creekmur Asset Management
Illinois
$424
TSMHT
721
Thurston Springer Miller Herd & Titak
Indiana
$423
CAM
722
Chesapeake Asset Management
New York
$403
AWM
723
Activest Wealth Management
Florida
$343 +$346 +17 New
AA
724
Ancora Advisors
Ohio
$283
KB
725
Kimelman & Baird
New York
$263