We are live on ! Find out more
PCG icon

PG&E
PCG

438 hedge funds and large institutions have $16.5B invested in PG&E in 2021 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 151 increasing their positions, 112 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more call options, than puts

Call options by funds: $342M | Put options by funds: $96.5M

35% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 112

1.4% more ownership

Funds ownership: 69.83% → 71.23% (+1.4%)

7% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 67

0% more funds holding

Funds holding: 437 → 438 (+1)

4% less capital invested

Capital invested by funds: $17.3B → $16.5B (-$768M)

13% less funds holding in top 10

Funds holding in top 10: 39 → 34 (-5)

Holders
438
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
7.69%
Holding in Top 10
34
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.82%
% of All Funds
0.6%
New
72
Increased
151
Reduced
112
Closed
67
Calls
$342M
Puts
$96.5M
Net Calls
+$246M
Net Calls Change
+$140M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$131M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$112M
3
Capital International Investors
Capital International Investors
California
+$108M
4
Deutsche Bank
Deutsche Bank
Germany
+$91.1M
5
BlackRock
BlackRock
New York
+$76.4M

Top Sellers

1
AL
Appaloosa LP
New Jersey
-$160M
2
CS
Credit Suisse
Switzerland
-$158M
3
ZP
Zimmer Partners
New York
-$96.3M
4
ACG
Anchorage Capital Group
New York
-$85.2M
5
SCM
Steadfast Capital Management
New York
-$77.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
101
Bridgeway Capital Management
Texas
$13.7M -$3.12M -268,800 -19%
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$12.4M +$625K +53,788 +5%
Mitsubishi UFJ Trust & Banking
103
Mitsubishi UFJ Trust & Banking
Japan
$12.1M -$2.24M -192,929 -16%
Korea Investment Corp
104
Korea Investment Corp
South Korea
$12.1M +$2.23M +191,900 +23%
AMH
105
Apollo Management Holdings
New York
$11.7M -$5.74M -494,124 -33%
FFA
106
First Foundation Advisors
California
$11.2M +$231K +19,915 +2%
Treasurer of the State of North Carolina
107
Treasurer of the State of North Carolina
North Carolina
$11.1M -$139K -11,981 -1%
Ensign Peak Advisors
108
Ensign Peak Advisors
Utah
$10.8M +$872K +75,054 +9%
State of New Jersey Common Pension Fund D
109
State of New Jersey Common Pension Fund D
New Jersey
$10.3M +$2.52M +216,600 +33%
UBS Group
110
UBS Group
Switzerland
$10.2M +$1.06M +91,411 +12%
Balyasny Asset Management
111
Balyasny Asset Management
Illinois
$10M +$9.15M +788,063 +1,142%
GF
112
Gabelli Funds
New York
$9.91M +$2.01M +173,400 +26%
MSE
113
MUFG Securities EMEA
United Kingdom
$9.61M -$5.68M -489,000 -37%
MPM
114
Mountaineer Partners Management
New York
$9.55M +$417K +35,900 +5%
LC
115
Littlejohn & Co
Connecticut
$9.42M +$9.34M +804,409 New
DSC
116
Donald Smith & Co
New York
$9.4M -$232K -19,941 -2%
Squarepoint
117
Squarepoint
New York
$9.22M +$6.27M +539,974 +218%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$9.07M +$3.14M +270,338 +51%
AGC
119
Angelo Gordon & Co
New York
$9.02M – – –
Asset Management One
120
Asset Management One
Japan
$8.73M +$709K +61,058 +9%
Wells Fargo
121
Wells Fargo
California
$8.25M -$3.16M -272,020 -28%
Ohio Public Employees Retirement System (OPERS)
122
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.24M +$611K +52,634 +8%
TCA
123
Taconic Capital Advisors
New York
$7.9M +$1.45M +125,000 +23%
Russell Investments Group
124
Russell Investments Group
United Kingdom
$7.87M +$5.25M +451,714 +204%
Hudson Bay Capital Management
125
Hudson Bay Capital Management
Connecticut
$7.39M -$404K -34,756 -5%
3 4
5
6 7

PCG Hedge Fund Activity: Q1 2021 in Review

438 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PG&E (PCG) for Q1 2021, worth a combined $16.5B — down 4.4% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new PCG positions and 67 closed out — a net gain of 5 holders — while 151 added to existing stakes and 112 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $131M. The largest seller was Appaloosa LP, cutting an estimated $160M.

  • 438 institutional investors held PG&E (PCG) as of Q1 2021, up from 437 in Q4 2020.
  • Funds reported $16.5B of PG&E stock for Q1 2021, down 4.4% quarter-over-quarter.
  • 72 funds opened new PG&E positions in Q1 2021 and 67 closed out, a net change of +5 holders.
  • The largest PG&E buyer in Q1 2021 was Fidelity Investments, an estimated $131M added.
  • The largest PG&E seller in Q1 2021 was Appaloosa LP, an estimated $160M sold.

Based on aggregated 13F filings for Q1 2021.