PG&E
579 hedge funds and large institutions have $25.2B invested in PG&E in 2016 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 229 increasing their positions, 183 reducing their positions, and 55 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
25% more repeat investments, than reductions
Existing positions increased: 229 | Existing positions reduced: 183
20% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 55
11% more call options, than puts
Call options by funds: $13.3M | Put options by funds: $12M
0% more funds holding
Funds holding: 577 → 579 (+2)
0.17% more ownership
Funds ownership: 82.03% → 82.2% (+0.17%)
0% less capital invested
Capital invested by funds: $25.3B → $25.2B (-$30.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$254M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$79.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$68.1M |
| 4 |
Asset Management One
Tokyo,
Japan
|
+$50.3M |
| 5 |
Goldman Sachs
New York
|
+$49.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$336M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$137M |
| 3 |
LM
Luminus Management
Houston,
Texas
|
-$99.6M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$83.1M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$75.6M |
PCG Hedge Fund Activity: Q4 2016 in Review
579 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in PG&E (PCG) for Q4 2016, worth a combined $25.2B — down 0.12% from $25.3B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new PCG positions and 55 closed out — a net gain of 11 holders — while 229 added to existing stakes and 183 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $254M. The largest seller was Capital World Investors, cutting an estimated $336M.
- 579 institutional investors held PG&E (PCG) as of Q4 2016, up from 577 in Q3 2016.
- Funds reported $25.2B of PG&E stock for Q4 2016, down 0.12% quarter-over-quarter.
- 66 funds opened new PG&E positions in Q4 2016 and 55 closed out, a net change of +11 holders.
- The largest PG&E buyer in Q4 2016 was JP Morgan Chase, an estimated $254M added.
- The largest PG&E seller in Q4 2016 was Capital World Investors, an estimated $336M sold.
Based on aggregated 13F filings for Q4 2016.