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730 hedge funds and large institutions have $41.7B invested in PG&E in 2024 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 343 increasing their positions, 178 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 59

93% more repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 178

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

8% more funds holding

Funds holding: 675730 (+55)

6% more capital invested

Capital invested by funds: $39.2B → $41.7B (+$2.47B)

1.33% more ownership

Funds ownership: 92.85%94.18% (+1.3%)

38% less call options, than puts

Call options by funds: $206M | Put options by funds: $331M

Holders
730
Holders Change
+55
Holders Change %
+8.15%
% of All Funds
9.62%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.25%
New
122
Increased
343
Reduced
178
Closed
59
Calls
$206M
Puts
$331M
Net Calls
-$125M
Net Calls Change
-$341M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.13B +$125M +6,151,233 +2%
BlackRock
2
BlackRock
New York
$3.93B +$243M +11,958,282 +7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.78B +$218M +10,693,241 +6%
JP Morgan Chase
4
JP Morgan Chase
New York
$2.6B -$97.9M -4,809,993 -4%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.3B +$187M +9,194,476 +9%
State Street
6
State Street
Massachusetts
$2.25B +$45.6M +2,242,809 +2%
Capital International Investors
7
Capital International Investors
California
$1.55B -$712M -35,004,305 -31%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.05B +$43.8M +2,151,494 +4%
TP
9
Third Point
New York
$979M -$25.4M -1,250,000 -3%
Capital Research Global Investors
10
Capital Research Global Investors
California
$945M +$393M +19,317,171 +70%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$869M -$5.5M -270,435 -0.6%
Deutsche Bank
12
Deutsche Bank
Germany
$849M +$29.7M +1,458,331 +4%
Ameriprise
13
Ameriprise
Minnesota
$717M +$80.6M +3,961,574 +13%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$673M +$63M +3,094,575 +10%
Norges Bank
15
Norges Bank
Norway
$592M +$47.6M +2,341,550 +9%
Franklin Resources
16
Franklin Resources
California
$397M +$52.4M +2,574,766 +15%
Legal & General Group
17
Legal & General Group
United Kingdom
$396M +$4.3M +211,611 +1%
Northern Trust
18
Northern Trust
Illinois
$386M +$24.7M +1,214,394 +7%
Pictet Asset Management
19
Pictet Asset Management
Switzerland
$351M +$1.68M +82,705 +0.5%
Invesco
20
Invesco
Georgia
$342M +$109M +5,380,056 +47%
UBS AM
21
UBS AM
Illinois
$336M +$22.1M +1,087,743 +7%
SSP
22
Sixth Street Partners
Texas
$299M
BC
23
Brookfield Corp
Ontario, Canada
$296M +$41.7M +2,049,359 +16%
Morgan Stanley
24
Morgan Stanley
New York
$295M -$21.6M -1,060,752 -7%
Bessemer Group
25
Bessemer Group
New Jersey
$287M +$29.9M +1,471,499 +12%