PG&E
558 hedge funds and large institutions have $32.1B invested in PG&E in 2023 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 248 increasing their positions, 143 reducing their positions, and 49 closing their positions.
73% more repeat investments, than reductions
Existing positions increased: 248 | Existing positions reduced: 143
41% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 49
10% more capital invested
Capital invested by funds: $29.2B → $32.1B (+$2.93B)
3% more funds holding
Funds holding: 540 → 558 (+18)
2.32% more ownership
Funds ownership: 90.86% → 93.18% (+2.3%)
0% more funds holding in top 10
Funds holding in top 10: 16 → 16 (0)
10% less call options, than puts
Call options by funds: $456M | Put options by funds: $505M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$532M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$204M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$185M |
| 4 |
BlackRock
New York
|
+$165M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$160M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$318M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$155M |
| 3 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$112M |
| 4 |
ZP
Zimmer Partners
New York
|
-$106M |
| 5 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
-$90.6M |
PCG Hedge Fund Activity: Q2 2023 in Review
558 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PG&E (PCG) for Q2 2023, worth a combined $32.1B — up 10% from $29.2B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new PCG positions and 49 closed out — a net gain of 20 holders — while 248 added to existing stakes and 143 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $532M. The largest seller was Capital Research Global Investors, cutting an estimated $318M.
- 558 institutional investors held PG&E (PCG) as of Q2 2023, up from 540 in Q1 2023.
- Funds reported $32.1B of PG&E stock for Q2 2023, up 10% quarter-over-quarter.
- 69 funds opened new PG&E positions in Q2 2023 and 49 closed out, a net change of +20 holders.
- The largest PG&E buyer in Q2 2023 was JP Morgan Chase, an estimated $532M added.
- The largest PG&E seller in Q2 2023 was Capital Research Global Investors, an estimated $318M sold.
Based on aggregated 13F filings for Q2 2023.