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Portland General Electric

298 hedge funds and large institutions have $3.58B invested in Portland General Electric in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 101 increasing their positions, 110 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $445K

5% more capital invested

Capital invested by funds: $3.4B → $3.58B (+$186M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.07% less ownership

Funds ownership: 94.14%94.07% (-0.07%)

5% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 37

8% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 110

2% less funds holding

Funds holding: 303298 (-5)

Holders
298
Holders Change
-5
Holders Change %
-1.65%
% of All Funds
6.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
35
Increased
101
Reduced
110
Closed
37
Calls
$1.39M
Puts
$445K
Net Calls
+$940K
Net Calls Change
+$454K
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
226
Zurich Cantonal Bank
Switzerland
$217K -$14.7K -358 -7%
GH
227
GAM Holding
Switzerland
$212K -$739K -17,963 -78%
LPL Financial
228
LPL Financial
California
$212K +$204K +4,964 New
FMT
229
First Mercantile Trust
Tennessee
$209K +$23.9K +580 +13%
LTFS
230
Ladenburg Thalmann Financial Services
Florida
$177K
ST
231
Smithfield Trust
Pennsylvania
$175K -$7.98K -194 -5%
C
232
Cerebellum
California
$171K -$32.7K -795 -17%
RFC
233
Regions Financial Corp
Alabama
$170K -$32.4K -787 -17%
AG
234
Advisor Group
Arizona
$168K -$6.46K -157 -4%
Envestnet Asset Management
235
Envestnet Asset Management
Illinois
$158K -$4.32K -105 -3%
LNB
236
Ledyard National Bank
$156K -$4.11K -100 -3%
Public Employees Retirement Association of Colorado
237
Public Employees Retirement Association of Colorado
Colorado
$151K
SWM
238
SeaCrest Wealth Management
New York
$121K +$40.8K +991 +54%
GRP
239
Global Retirement Partners
California
$116K +$5.64K +137 +5%
RWP
240
RWA Wealth Partners
Massachusetts
$113K
ClearBridge Investments
241
ClearBridge Investments
New York
$111K -$1.79M -43,394 -94%
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$86K
AIM
243
Advantage Investment Management
Iowa
$75K
SLF
244
Sun Life Financial
Ontario, Canada
$75K +$71.9K +1,748 New
Acadian Asset Management
245
Acadian Asset Management
Massachusetts
$71K
PIA
246
Piedmont Investment Advisors
North Carolina
$66K +$63.9K +1,554 New
MA
247
MUFG Americas
New York
$59K
LWCFA
248
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$52K
WTB
249
Washington Trust Bank
Washington
$49K
MSFP
250
Mark Sheptoff Financial Planning
Connecticut
$47K -$90.5K -2,200 -67%