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Portland General Electric

390 hedge funds and large institutions have $4.55B invested in Portland General Electric in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 154 increasing their positions, 118 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

675% more call options, than puts

Call options by funds: $1.64M | Put options by funds: $212K

44% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 48

31% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 118

11% more capital invested

Capital invested by funds: $4.08B → $4.55B (+$470M)

5% more funds holding

Funds holding: 371390 (+19)

4.3% more ownership

Funds ownership: 99.55%103.85% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
390
Holders Change
+19
Holders Change %
+5.12%
% of All Funds
5.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
69
Increased
154
Reduced
118
Closed
48
Calls
$1.64M
Puts
$212K
Net Calls
+$1.43M
Net Calls Change
+$191K
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
226
Trust Company of Vermont
Vermont
$458K -$207K -4,985 -32%
JIR
227
James Investment Research
Ohio
$456K
FPF
228
First Pacific Financial
Washington
$455K +$3.49K +84 +0.8%
Mitsubishi UFJ Asset Management
229
Mitsubishi UFJ Asset Management
Japan
$451K +$423K +10,200 New
Corient Private Wealth
230
Corient Private Wealth
Florida
$442K +$80.8K +1,948 +24%
PNC Financial Services Group
231
PNC Financial Services Group
Pennsylvania
$438K -$30.5K -734 -7%
NSEDCP
232
NJ State Employees Deferred Compensation Plan
New Jersey
$433K
Envestnet Portfolio Solutions
233
Envestnet Portfolio Solutions
Illinois
$426K +$154K +3,722 +61%
Public Employees Retirement Association of Colorado
234
Public Employees Retirement Association of Colorado
Colorado
$425K
SO
235
STRS Ohio
Ohio
$411K +$12.5K +300 +3%
William Blair & Company
236
William Blair & Company
Illinois
$395K -$4.57K -110 -1%
QCM
237
Quantinno Capital Management
New York
$394K +$2.53K +61 +0.7%
CAPTRUST Financial Advisors
238
CAPTRUST Financial Advisors
North Carolina
$390K +$151K +3,637 +68%
FA
239
FDx Advisors
Illinois
$388K +$149K +3,596 +67%
WG
240
Winton Group
United Kingdom
$388K +$40.7K +980 +12%
OWA
241
Outlook Wealth Advisors
Texas
$370K +$354K +8,540 New
SAM
242
Securian Asset Management
Minnesota
$369K
Creative Planning
243
Creative Planning
Kansas
$356K +$77.8K +1,875 +30%
Pathstone Holdings
244
Pathstone Holdings
New Jersey
$338K +$323K +7,787 New
I
245
InceptionR
California
$330K +$39.8K +958 +14%
VI
246
Vestcor Inc
New Brunswick, Canada
$330K +$316K +7,606 New
RFC
247
Regions Financial Corp
Alabama
$323K -$17.9K -431 -5%
CGH
248
Crossmark Global Holdings
Texas
$277K +$1.54K +37 +0.6%
Mackenzie Financial
249
Mackenzie Financial
Ontario, Canada
$276K -$1.49M -36,018 -85%
JCM
250
Jacobi Capital Management
Pennsylvania
$269K +$258K +6,205 New