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501 hedge funds and large institutions have $18.9B invested in PG&E in 2015 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 195 increasing their positions, 169 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $15.7M | Put options by funds: $11M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

15% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 169

0.1% more ownership

Funds ownership: 80.29%80.39% (+0.1%)

4% less funds holding

Funds holding: 522501 (-21)

7% less capital invested

Capital invested by funds: $20.4B → $18.9B (-$1.43B)

26% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 54

Holders
501
Holders Change
-21
Holders Change %
-4.02%
% of All Funds
13.5%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
40
Increased
195
Reduced
169
Closed
54
Calls
$15.7M
Puts
$11M
Net Calls
+$4.66M
Net Calls Change
-$520K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.64B +$435M +8,373,548 +33%
Franklin Resources
2
Franklin Resources
California
$1.47B -$24.6M -473,690 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.36B -$63.1M -1,212,941 -4%
Capital World Investors
4
Capital World Investors
California
$1.29B -$91M -1,750,000 -6%
State Street
5
State Street
Massachusetts
$1.1B -$62.8M -1,207,537 -5%
BIT
6
BlackRock Institutional Trust
California
$626M -$11.2M -214,912 -2%
Deutsche Bank
7
Deutsche Bank
Germany
$619M -$253M -4,866,096 -28%
BFA
8
BlackRock Fund Advisors
California
$445M -$2.19M -42,140 -0.5%
Capital International Investors
9
Capital International Investors
California
$428M -$35.1M -674,720 -7%
Invesco
10
Invesco
Georgia
$385M +$45.6M +878,150 +13%
Goldman Sachs
11
Goldman Sachs
New York
$317M -$16.7M -321,198 -5%
Nordea Investment Management
12
Nordea Investment Management
Sweden
$313M +$2.38M +45,806 +0.7%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$312M +$32.7M +629,555 +11%
Northern Trust
14
Northern Trust
Illinois
$297M +$5.61M +107,885 +2%
American Century Companies
15
American Century Companies
Missouri
$296M +$11.4M +219,038 +4%
O
16
OppenheimerFunds
New York
$251M +$59.3M +1,140,931 +29%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$240M -$15.7M -301,811 -6%
Jennison Associates
18
Jennison Associates
New York
$234M +$154M +2,953,499 +162%
CBOA
19
Commonwealth Bank of Australia
Australia
$208M +$38M +730,460 +21%
BC
20
Brookfield Corp
Ontario, Canada
$205M +$10.1M +193,900 +5%
BG
21
BlackRock Group
United Kingdom
$199M -$8.44M -162,411 -4%
JP Morgan Chase
22
JP Morgan Chase
New York
$196M -$280M -5,380,272 -57%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$189M +$4.09M +78,689 +2%
Lazard Asset Management
24
Lazard Asset Management
New York
$169M +$19.6M +376,491 +12%
Ameriprise
25
Ameriprise
Minnesota
$169M -$8.24M -158,421 -4%

PCG Hedge Fund Activity: Q2 2015 in Review

501 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in PG&E (PCG) for Q2 2015, worth a combined $18.9B — down 7% from $20.4B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of PCG and 40 opened new positions — a net loss of 14 holders — while 169 trimmed existing stakes and 195 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $435M. The largest seller was JP Morgan Chase, cutting an estimated $280M.

  • 501 institutional investors held PG&E (PCG) as of Q2 2015, down from 522 in Q1 2015.
  • Funds reported $18.9B of PG&E stock for Q2 2015, down 7% quarter-over-quarter.
  • 40 funds opened new PG&E positions in Q2 2015 and 54 closed out, a net change of -14 holders.
  • The largest PG&E buyer in Q2 2015 was T. Rowe Price Associates, an estimated $435M added.
  • The largest PG&E seller in Q2 2015 was JP Morgan Chase, an estimated $280M sold.

Based on aggregated 13F filings for Q2 2015.