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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
PAM
201
Panagora Asset Management
Massachusetts
$1.71M +$813K +70,044 +93%
WBC
202
Westpac Banking Corp
Australia
$1.67M – – –
WSL
203
Western Standard LLC
California
$1.6M +$576K +49,600 +57%
WG
204
Winton Group
United Kingdom
$1.56M +$1.21M +104,555 +368%
AWS
205
AJ Wealth Strategies
New York
$1.54M – – –
JPC
206
Jabodon PT Co
Nevada
$1.36M +$1.35M +116,592 New
LSA
207
Leonteq Securities AG
Switzerland
$1.36M +$1.3M +111,537 +2,547%
Nordea Investment Management
208
Nordea Investment Management
Sweden
$1.35M – – –
First Trust Advisors
209
First Trust Advisors
Illinois
$1.31M -$572K -49,266 -31%
US Bancorp
210
US Bancorp
Minnesota
$1.3M -$42.6K -3,667 -3%
EMPI
211
Elo Mutual Pension Insurance
Finland
$1.26M +$44.7K +3,853 +4%
AF
212
Allworth Financial
California
$1.25M +$423K +36,398 +52%
Principal Financial Group
213
Principal Financial Group
Iowa
$1.22M +$303K +26,100 +33%
MSRPS
214
Maryland State Retirement & Pension System
Maryland
$1.19M +$927K +79,817 +372%
AAIM
215
American Assets Investment Management
California
$1.17M – – –
Mirae Asset Global Investments
216
Mirae Asset Global Investments
South Korea
$1.16M +$1.15M +98,756 New
VIA
217
Vident Investment Advisory
Georgia
$1.1M -$2.42K -208 -0.2%
OMC
218
Old Mission Capital
Illinois
$1.06M -$496K -42,712 -32%
Ameriprise
219
Ameriprise
Minnesota
$1.04M +$32.6K +2,805 +3%
SSI
220
Scott & Selber Inc
Texas
$1.02M +$1.01M +87,183 New
SAM
221
Storebrand Asset Management
Norway
$1.02M +$27.4K +2,363 +3%
GC
222
Guggenheim Capital
Illinois
$991K -$153K -13,180 -13%
CLOS
223
Compagnie Lombard Odier SCmA
Switzerland
$984K +$975K +84,000 New
SMDAM
224
Sumitomo Mitsui DS Asset Management
Japan
$963K +$4.13K +356 +0.4%
PGFC
225
Peapack-Gladstone Financial Corp
New Jersey
$958K +$950K +81,784 New
7 8
9
10 11

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.