PG&E
449 hedge funds and large institutions have $14.4B invested in PG&E in 2013 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 172 increasing their positions, 162 reducing their positions, and 38 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
291% more call options, than puts
Call options by funds: $27M | Put options by funds: $6.9M
21% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 38
1% more funds holding
Funds holding: 444 → 449 (+5)
6% more repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 162
0.92% more ownership
Funds ownership: 78.68% → 79.6% (+0.92%)
1% more capital invested
Capital invested by funds: $14.3B → $14.4B (+$76.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
+$209M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$184M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$139M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$131M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$87.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$212M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$171M |
| 3 |
O
OppenheimerFunds
New York
|
-$69.6M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$61.7M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$52.4M |
PCG Hedge Fund Activity: Q4 2013 in Review
449 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in PG&E (PCG) for Q4 2013, worth a combined $14.4B — up 0.53% from $14.3B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new PCG positions and 38 closed out — a net gain of 8 holders — while 172 added to existing stakes and 162 trimmed.
The largest buyer was Nordea Investment Management, adding an estimated $209M. The largest seller was Fidelity Investments, cutting an estimated $212M.
- 449 institutional investors held PG&E (PCG) as of Q4 2013, up from 444 in Q3 2013.
- Funds reported $14.4B of PG&E stock for Q4 2013, up 0.53% quarter-over-quarter.
- 46 funds opened new PG&E positions in Q4 2013 and 38 closed out, a net change of +8 holders.
- The largest PG&E buyer in Q4 2013 was Nordea Investment Management, an estimated $209M added.
- The largest PG&E seller in Q4 2013 was Fidelity Investments, an estimated $212M sold.
Based on aggregated 13F filings for Q4 2013.