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PG&E
PCG

510 hedge funds and large institutions have $21.9B invested in PG&E in 2014 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 178 increasing their positions, 149 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 30

181% more call options, than puts

Call options by funds: $23.2M | Put options by funds: $8.27M

25% more capital invested

Capital invested by funds: $17.5B → $21.9B (+$4.37B)

19% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 149

14% more funds holding

Funds holding: 447 → 510 (+63)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

1.94% less ownership

Funds ownership: 82.71% → 80.77% (-1.9%)

Holders
510
Holders Change
+63
Holders Change %
+14.09%
% of All Funds
13.6%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
102
Increased
178
Reduced
149
Closed
30
Calls
$23.2M
Puts
$8.27M
Net Calls
+$15M
Net Calls Change
-$34.6M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$136M
2
JP Morgan Chase
JP Morgan Chase
New York
+$125M
3
Goldman Sachs
Goldman Sachs
New York
+$93.7M
4
State Street
State Street
Massachusetts
+$89.4M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$62.9M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$362M
2
Deutsche Bank
Deutsche Bank
Germany
-$352M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$244M
4
Lazard Asset Management
Lazard Asset Management
New York
-$209M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$129M
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
1
Franklin Resources
California
$1.78B -$41.8M -843,063 -2%
Capital World Investors
2
Capital World Investors
California
$1.74B -$362M -7,310,000 -18%
ACM
3
Americafirst Capital Management
California
$1.51B +$1.4M +28,294 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.48B +$136M +2,745,916 +11%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.44B -$244M -4,933,916 -15%
State Street
6
State Street
Massachusetts
$1.32B +$89.4M +1,804,945 +8%
Deutsche Bank
7
Deutsche Bank
Germany
$678M -$352M -7,112,692 -36%
BIT
8
BlackRock Institutional Trust
California
$675M -$2.49M -50,225 -0.4%
BFA
9
BlackRock Fund Advisors
California
$599M +$61.9M +1,250,331 +13%
Capital Research Global Investors
10
Capital Research Global Investors
California
$596M -$107M -2,160,000 -16%
Capital International Investors
11
Capital International Investors
California
$464M +$19.1M +385,000 +5%
Goldman Sachs
12
Goldman Sachs
New York
$426M +$93.7M +1,891,360 +31%
American Century Companies
13
American Century Companies
Missouri
$383M +$12.1M +245,222 +4%
Invesco
14
Invesco
Georgia
$378M -$15.9M -321,179 -4%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$324M -$69.9M -1,411,289 -19%
Nordea Investment Management
16
Nordea Investment Management
Sweden
$322M +$10.1M +204,195 +3%
Northern Trust
17
Northern Trust
Illinois
$317M +$2.24M +45,275 +0.8%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$284M +$17.3M +348,638 +7%
Lazard Asset Management
19
Lazard Asset Management
New York
$266M -$209M -4,216,563 -46%
BG
20
BlackRock Group
United Kingdom
$229M +$8.37M +169,047 +4%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$224M -$8.19M -165,425 -4%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$190M +$8.75M +176,688 +5%
APG Asset Management
23
APG Asset Management
Netherlands
$168M -$53.3M -1,076,853 -25%
EVM
24
Eaton Vance Management
Massachusetts
$168M +$21.4M +432,207 +16%
CBOA
25
Commonwealth Bank of Australia
Australia
$165M +$12.8M +258,632 +9%
1
2 3 4 5

PCG Hedge Fund Activity: Q4 2014 in Review

510 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in PG&E (PCG) for Q4 2014, worth a combined $21.9B — up 25% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new PCG positions and 30 closed out — a net gain of 72 holders — while 178 added to existing stakes and 149 trimmed.

The largest buyer was Vanguard Group, adding an estimated $136M. The largest seller was Capital World Investors, cutting an estimated $362M.

  • 510 institutional investors held PG&E (PCG) as of Q4 2014, up from 447 in Q3 2014.
  • Funds reported $21.9B of PG&E stock for Q4 2014, up 25% quarter-over-quarter.
  • 102 funds opened new PG&E positions in Q4 2014 and 30 closed out, a net change of +72 holders.
  • The largest PG&E buyer in Q4 2014 was Vanguard Group, an estimated $136M added.
  • The largest PG&E seller in Q4 2014 was Capital World Investors, an estimated $362M sold.

Based on aggregated 13F filings for Q4 2014.