PCG icon

PG&E
PCG

Overview Fund Activity

293 hedge funds and large institutions have $3.86B invested in PG&E in 2020 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 79 increasing their positions, 88 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-9
Holders Change %
-2.98%
% of All Funds
6.47%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.64%
New
47
Increased
79
Reduced
88
Closed
52
Calls
$226M
Puts
$285M
Net Calls
-$58.9M
Net Calls Change
-$14.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$120M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$173M
3
ZP
3
Zimmer Partners
New York
$74.2M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$63.5M
5
SHCM
5
Sachem Head Capital Management
New York
$53.9M

Top Sellers

1
NM
1
Nokota Management
New York
$0
2
BG
2
Baupost Group
Massachusetts
$87.2M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$0
4
GAM
4
Goldentree Asset Management
New York
$0
5
AL
5
Appaloosa LP
New Jersey
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSWM
201
Golden State Wealth Management
California
$29K +$29K +3,276 New
WCG
202
Weaver Consulting Group
California
$27K +$19.9K +2,246 +281%
CAN
203
Claraphi Advisory Network
United States
$25K +$25K +2,822 New
AIC
204
Ameritas Investment Company
Nebraska
$18K +$18K +2,256 New
SMFS
205
Squar Milner Financial Services
California
$17K – – –
MAM
206
Meeder Asset Management
Ohio
$15K -$4.19K -470 -22%
ASN
207
Advisory Services Network
Georgia
$14K +$4.58K +527 +49%
WAP
208
Wealthcare Advisory Partners
Pennsylvania
$12K – – –
FEG
209
Financial Enhancement Group
Indiana
$11K – – –
LGWM
210
Litman Gregory Wealth Management
California
$10K – – –
PA
211
Parallel Advisors
California
$9K -$2.13K -261 -19%
FCFS
212
First Command Financial Services
Texas
$9K – – –
FCB
213
First Command Bank
Texas
$9K – – –
CMA
214
Cedar Mountain Advisors
Oregon
$8K – – –
FHA
215
Flagship Harbor Advisors
Massachusetts
$8K – – –
BCV
216
Banque Cantonale Vaudoise
Switzerland
$8K – – –
VCP
217
Verus Capital Partners
Arizona
$8K +$7.11K +803 +803%
CIM
218
Centersquare Investment Management
Pennsylvania
$7K – – –
WTC
219
WhitTier Trust Company
Nevada
$7K – – –
LWM
220
Liberty Wealth Management
California
$7K – – –
Simplex Trading
221
Simplex Trading
Illinois
$6K -$37.5K -4,655 -86%
IA
222
IFP Advisors
Florida
$6K -$9.06K -1,031 -60%
BWL
223
Bogart Wealth LLC
Virginia
$6K – – –
IRC
224
Investors Research Corp
Georgia
$6K – – –
CIA
225
CSat Investment Advisory
Michigan
$6K +$1.07K +125 +22%
7 8
9
10 11