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575 hedge funds and large institutions have $24.9B invested in PG&E in 2016 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 213 increasing their positions, 217 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.3% more ownership

Funds ownership: 81.73%82.02% (+0.3%)

2% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 217

4% less capital invested

Capital invested by funds: $25.9B → $24.9B (-$1.01B)

2% less funds holding

Funds holding: 584575 (-9)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

11% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 47

15% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $14.7M

Holders
575
Holders Change
-9
Holders Change %
-1.54%
% of All Funds
15.34%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
42
Increased
213
Reduced
217
Closed
47
Calls
$12.6M
Puts
$14.7M
Net Calls
-$2.14M
Net Calls Change
-$85.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LM
51
Luminus Management
Texas
$99.6M -$86.5M -1,363,103 -46%
Balyasny Asset Management
52
Balyasny Asset Management
Illinois
$93.1M +$25.8M +405,874 +36%
Charles Schwab
53
Charles Schwab
California
$91.2M +$2.31M +36,349 +2%
TA
54
Teachers Advisors
New York
$91M -$17.1M -269,837 -15%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$87.9M -$2.14M -33,700 -2%
BlackRock
56
BlackRock
New York
$85.6M +$971K +15,297 +1%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$83.1M +$3.88M +61,078 +5%
Macquarie Group
58
Macquarie Group
Australia
$80.5M -$72M -1,134,640 -46%
Wells Fargo
59
Wells Fargo
California
$79.8M +$14.6M +229,367 +21%
Mitsubishi UFJ Trust & Banking
60
Mitsubishi UFJ Trust & Banking
Japan
$76M +$4.13M +65,019 +6%
VFA
61
Virtus Fund Advisers
Connecticut
$72.7M +$28.4M +446,925 +61%
HAI
62
Hennessy Advisors Inc
California
$66.9M +$8.25M +130,000 +13%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$66.8M +$578K +9,100 +0.8%
Teacher Retirement System of Texas
64
Teacher Retirement System of Texas
Texas
$66.4M +$11.7M +184,532 +20%
CS
65
Credit Suisse
Switzerland
$62M +$2.62M +41,260 +4%
Loomis, Sayles & Company
66
Loomis, Sayles & Company
Massachusetts
$57.8M -$1.76M -27,680 -3%
BIM
67
BlackRock Investment Management
Delaware
$57.7M +$385K +6,071 +0.6%
AllianceBernstein
68
AllianceBernstein
Tennessee
$56.9M -$11.9M -187,882 -17%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$53.7M -$847K -13,337 -1%
PPA
70
Parametric Portfolio Associates
Washington
$52.5M +$4.34M +68,388 +9%
Dimensional Fund Advisors
71
Dimensional Fund Advisors
Texas
$50.8M +$4.07M +64,143 +8%
EAM
72
Eagle Asset Management
Florida
$50.8M +$1.9M +29,952 +4%
MTB
73
Mizuho Trust & Banking
Japan
$50.7M +$2.52M +39,711 +5%
First Trust Advisors
74
First Trust Advisors
Illinois
$50.4M -$2.83M -44,528 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
75
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$50.3M -$2.1M -33,000 -4%

PCG Hedge Fund Activity: Q3 2016 in Review

575 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in PG&E (PCG) for Q3 2016, worth a combined $24.9B — down 3.9% from $25.9B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of PCG and 42 opened new positions — a net loss of 5 holders — while 217 trimmed existing stakes and 213 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $345M. The largest seller was Deutsche Bank, cutting an estimated $292M.

  • 575 institutional investors held PG&E (PCG) as of Q3 2016, down from 584 in Q2 2016.
  • Funds reported $24.9B of PG&E stock for Q3 2016, down 3.9% quarter-over-quarter.
  • 42 funds opened new PG&E positions in Q3 2016 and 47 closed out, a net change of -5 holders.
  • The largest PG&E buyer in Q3 2016 was T. Rowe Price Associates, an estimated $345M added.
  • The largest PG&E seller in Q3 2016 was Deutsche Bank, an estimated $292M sold.

Based on aggregated 13F filings for Q3 2016.