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Portland General Electric

271 hedge funds and large institutions have $3.85B invested in Portland General Electric in 2017 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 119 increasing their positions, 86 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-1
Holders Change %
-0.37%
% of All Funds
6.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
119
Reduced
86
Closed
24
Calls
$928K
Puts
Net Calls
+$928K
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
226
IFP Advisors
Florida
$121K -$7.55K -165 -6%
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$88K +$46.9K +1,030 +114%
AIM
228
Advantage Investment Management
Iowa
$80K
MA
229
MUFG Americas
New York
$80K +$550 +12 +0.7%
Acadian Asset Management
230
Acadian Asset Management
Massachusetts
$76K
MSFP
231
Mark Sheptoff Financial Planning
Connecticut
$75K -$45 -1 -0.1%
FCMT
232
Founders Capital Management (Texas)
Texas
$73K
BTIS
233
BB&T Investment Services
North Carolina
$72K +$19.1K +332 +36%
AIM
234
Acrospire Investment Management
Illinois
$57K +$53.9K +1,179 +1,760%
LWCFA
235
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$55K
Creative Planning
236
Creative Planning
Kansas
$47K -$2.68K -59 -5%
Simplex Trading
237
Simplex Trading
Illinois
$37K +$37K +815 New
Loomis, Sayles & Company
238
Loomis, Sayles & Company
Massachusetts
$32K +$32K +699 New
NSIM
239
North Star Investment Management
Illinois
$25K
RWA
240
Ropes Wealth Advisors
Massachusetts
$23K
CG
241
Cutler Group
California
$23K +$8.98K +200 +64%
OIA
242
OneDigital Investment Advisors
Kansas
$23K +$23K +508 New
SIM
243
Sonora Investment Management
Arizona
$22.8K
VCM
244
Versant Capital Management
Arizona
$20K +$3.55K +78 +22%
BL
245
Balentine LLC
Georgia
$13K
PFBT
246
Parkside Financial Bank & Trust
Missouri
$11K
BGIM
247
Brandywine Global Investment Management
Pennsylvania
$11K +$8.03K +170 +270%
AIL
248
AGF Investments LLC
Ontario, Canada
$9K -$551 -12 -6%
LF
249
Lee Financial
Texas
$9K
NFG
250
Next Financial Group
Texas
$9K