PG&E
541 hedge funds and large institutions have $29.2B invested in PG&E in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 228 increasing their positions, 142 reducing their positions, and 56 closing their positions.
61% more repeat investments, than reductions
Existing positions increased: 228 | Existing positions reduced: 142
54% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 56
4% more funds holding
Funds holding: 522 → 541 (+19)
1.45% more ownership
Funds ownership: 89.41% → 90.86% (+1.5%)
2% more call options, than puts
Call options by funds: $221M | Put options by funds: $218M
1% more capital invested
Capital invested by funds: $28.9B → $29.2B (+$303M)
0% more funds holding in top 10
Funds holding in top 10: 16 → 16 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$303M |
| 2 |
BlackRock
New York
|
+$233M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$184M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$105M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$98.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$811M |
| 2 |
Jane Street
New York
|
-$123M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$53.6M |
| 4 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
-$34M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
-$32M |
PCG Hedge Fund Activity: Q1 2023 in Review
541 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in PG&E (PCG) for Q1 2023, worth a combined $29.2B — up 1% from $28.9B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new PCG positions and 56 closed out — a net gain of 30 holders — while 228 added to existing stakes and 142 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $303M. The largest seller was Capital Research Global Investors, cutting an estimated $811M.
- 541 institutional investors held PG&E (PCG) as of Q1 2023, up from 522 in Q4 2022.
- Funds reported $29.2B of PG&E stock for Q1 2023, up 1% quarter-over-quarter.
- 86 funds opened new PG&E positions in Q1 2023 and 56 closed out, a net change of +30 holders.
- The largest PG&E buyer in Q1 2023 was JP Morgan Chase, an estimated $303M added.
- The largest PG&E seller in Q1 2023 was Capital Research Global Investors, an estimated $811M sold.
Based on aggregated 13F filings for Q1 2023.