PG&E
598 hedge funds and large institutions have $32.1B invested in PG&E in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 267 increasing their positions, 147 reducing their positions, and 40 closing their positions.
214% more capital inflows, than outflows
Capital inflows: $3.84B | Capital outflows: $1.22B
115% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 40
82% more repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 147
7% more funds holding
Funds holding: 559 → 598 (+39)
6% more funds holding in top 10
Funds holding in top 10: 16 → 17 (+1)
1.95% more ownership
Funds ownership: 93.18% → 95.13% (+2%)
25% less call options, than puts
Call options by funds: $390M | Put options by funds: $521M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$373M |
| 2 |
JP Morgan Chase
New York
|
+$321M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$312M |
| 4 |
BlackRock
New York
|
+$304M |
| 5 |
State Street
Boston,
Massachusetts
|
+$264M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$327M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$111M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$68.5M |
| 4 |
Sixth Street Partners
Dallas,
Texas
|
-$65.3M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$51.3M |
PCG Hedge Fund Activity: Q3 2023 in Review
598 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in PG&E (PCG) for Q3 2023, worth a combined $32.1B — down 0.03% from $32.1B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new PCG positions and 40 closed out — a net gain of 46 holders — while 267 added to existing stakes and 147 trimmed.
The largest buyer was Vanguard Group, adding an estimated $373M. The largest seller was Capital Research Global Investors, cutting an estimated $327M.
- 598 institutional investors held PG&E (PCG) as of Q3 2023, up from 559 in Q2 2023.
- Funds reported $32.1B of PG&E stock for Q3 2023, down 0.03% quarter-over-quarter.
- 86 funds opened new PG&E positions in Q3 2023 and 40 closed out, a net change of +46 holders.
- The largest PG&E buyer in Q3 2023 was Vanguard Group, an estimated $373M added.
- The largest PG&E seller in Q3 2023 was Capital Research Global Investors, an estimated $327M sold.
Based on aggregated 13F filings for Q3 2023.