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Portland General Electric

306 hedge funds and large institutions have $3.97B invested in Portland General Electric in 2018 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 106 increasing their positions, 117 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $3.59M | Put options by funds: $1.46M

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

11% more capital invested

Capital invested by funds: $3.58B → $3.97B (+$383M)

3.49% more ownership

Funds ownership: 94.07%97.56% (+3.5%)

3% more funds holding

Funds holding: 298306 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 117

Holders
306
Holders Change
+8
Holders Change %
+2.68%
% of All Funds
7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
36
Increased
106
Reduced
117
Closed
28
Calls
$3.59M
Puts
$1.46M
Net Calls
+$2.13M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
226
Zurich Cantonal Bank
Switzerland
$254K +$22.3K +489 +10%
AG
227
Advisor Group
Arizona
$247K +$67.9K +1,493 +38%
FWCM
228
Ferguson Wellman Capital Management
Oregon
$245K -$13.7K -300 -5%
PP
229
Prudential plc
United Kingdom
$242K +$241K +5,300 New
KFS
230
Kurt F. Somerville
$234K
LPL Financial
231
LPL Financial
California
$234K +$7.24K +159 +3%
LTFS
232
Ladenburg Thalmann Financial Services
Florida
$233K +$33.5K +736 +17%
FMT
233
First Mercantile Trust
Tennessee
$227K +$3.64K +80 +2%
RC
234
RegentAtlantic Capital
New Jersey
$226K -$52K -1,142 -19%
HIMCH
235
Hartford Investment Management Co (HIMCO)
Connecticut
$218K -$14.5K -318 -6%
FAIM
236
Financial Advocates Investment Management
Washington
$218K +$218K +4,787 New
RFC
237
Regions Financial Corp
Alabama
$207K +$25.8K +567 +14%
NBG
238
Nancy B. Gardiner
$205K +$205K +4,500 New
ST
239
Smithfield Trust
Pennsylvania
$183K -$4.78K -105 -3%
Public Employees Retirement Association of Colorado
240
Public Employees Retirement Association of Colorado
Colorado
$170K +$8.6K +189 +5%
LNB
241
Ledyard National Bank
$167K
CAPTRUST Financial Advisors
242
CAPTRUST Financial Advisors
North Carolina
$144K +$109K +2,402 +325%
PNC Financial Services Group
243
PNC Financial Services Group
Pennsylvania
$139K +$89.5K +1,967 +186%
SG Americas Securities
244
SG Americas Securities
New York
$126K -$242K -5,327 -66%
GRP
245
Global Retirement Partners
California
$123K
SWM
246
SeaCrest Wealth Management
New York
$120K -$9.1K -200 -7%
ClearBridge Investments
247
ClearBridge Investments
New York
$117K -$1.36K -30 -1%
DekaBank Deutsche Girozentrale
248
DekaBank Deutsche Girozentrale
Germany
$100K +$65.8K +1,446 +207%
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$93K +$1.5K +33 +2%
AIL
250
AGF Investments LLC
Ontario, Canada
$81K -$3.64K -80 -4%