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Portland General Electric

275 hedge funds and large institutions have $3.65B invested in Portland General Electric in 2016 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 89 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 26

5% more funds holding

Funds holding: 261275 (+14)

7% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 89

2% more capital invested

Capital invested by funds: $3.6B → $3.65B (+$58.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.83% less ownership

Funds ownership: 95.65%94.82% (-0.83%)

Holders
275
Holders Change
+14
Holders Change %
+5.36%
% of All Funds
6.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
95
Reduced
89
Closed
26
Calls
$440K
Puts
Net Calls
+$440K
Net Calls Change
-$921K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFP Advisors
Florida
$121K -$17.9K -425 -13%
HNB
227
Huntington National Bank
Ohio
$120K
Zurich Cantonal Bank
228
Zurich Cantonal Bank
Switzerland
$111K
MFS
229
MSI Financial Services
Massachusetts
$109K +$4.64K +110 +5%
TRCT
230
Tower Research Capital (TRC)
New York
$107K +$104K +2,470 New
KT
231
Kanaly Trust
Texas
$91K
Walleye Trading
232
Walleye Trading
New York
$84K +$81.4K +1,930 New
Nomura Asset Management
233
Nomura Asset Management
Japan
$78K +$75.9K +1,800 New
AIM
234
Advantage Investment Management
Iowa
$76K
MSFP
235
Mark Sheptoff Financial Planning
Connecticut
$71K -$228K -5,400 -77%
Creative Planning
236
Creative Planning
Kansas
$67K -$4.43K -105 -6%
MA
237
MUFG Americas
New York
$62K -$24.7K -586 -29%
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$61K +$58.4K +1,384 New
LWCFA
239
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$55K
AIL
240
AGF Investments LLC
Ontario, Canada
$53K +$51.8K +1,228 New
AIM
241
Acrospire Investment Management
Illinois
$46K +$32.4K +767 +256%
Simplex Trading
242
Simplex Trading
Illinois
$37K +$37K +876 New
VanEck Associates
243
VanEck Associates
New York
$28K +$5.4K +128 +25%
AIM
244
Assured Investment Management
New York
$26K -$298K -7,063 -92%
BTIS
245
BB&T Investment Services
North Carolina
$24K +$23K +546 New
RWA
246
Ropes Wealth Advisors
Massachusetts
$22K +$21.1K +500 New
SIM
247
Sonora Investment Management
Arizona
$21.7K
NFG
248
Next Financial Group
Texas
$21K
IWM
249
IHT Wealth Management
Illinois
$17K +$16.8K +398 New
VCM
250
Versant Capital Management
Arizona
$16K +$5.02K +119 +46%