PG&E
522 hedge funds and large institutions have $28.9B invested in PG&E in 2022 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 200 increasing their positions, 122 reducing their positions, and 42 closing their positions.
210% more first-time investments, than exits
New positions opened: 130 | Existing positions closed: 42
64% more repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 122
31% more call options, than puts
Call options by funds: $253M | Put options by funds: $193M
31% more capital invested
Capital invested by funds: $22B → $28.9B (+$6.85B)
18% more funds holding
Funds holding: 443 → 522 (+79)
5.05% more ownership
Funds ownership: 84.36% → 89.41% (+5.1%)
11% less funds holding in top 10
Funds holding in top 10: 18 → 16 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$519M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$460M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$203M |
| 4 |
Jane Street
New York
|
+$129M |
| 5 |
BlackRock
New York
|
+$115M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
-$446M |
| 2 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
-$257M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$151M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$149M |
| 5 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$122M |
PCG Hedge Fund Activity: Q4 2022 in Review
522 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in PG&E (PCG) for Q4 2022, worth a combined $28.9B — up 31% from $22B a quarter earlier.
Buyers outnumbered sellers: 130 funds opened new PCG positions and 42 closed out — a net gain of 88 holders — while 200 added to existing stakes and 122 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $519M. The largest seller was Gallagher Fiduciary Advisors, cutting an estimated $446M.
- 522 institutional investors held PG&E (PCG) as of Q4 2022, up from 443 in Q3 2022.
- Funds reported $28.9B of PG&E stock for Q4 2022, up 31% quarter-over-quarter.
- 130 funds opened new PG&E positions in Q4 2022 and 42 closed out, a net change of +88 holders.
- The largest PG&E buyer in Q4 2022 was JP Morgan Chase, an estimated $519M added.
- The largest PG&E seller in Q4 2022 was Gallagher Fiduciary Advisors, an estimated $446M sold.
Based on aggregated 13F filings for Q4 2022.