We are live on ! Find out more
POR icon

Portland General Electric

410 hedge funds and large institutions have $4.59B invested in Portland General Electric in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 176 increasing their positions, 109 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 34

61% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 109

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more funds holding

Funds holding: 384410 (+26)

6% more capital invested

Capital invested by funds: $4.31B → $4.59B (+$279M)

1.67% more ownership

Funds ownership: 101.54%103.21% (+1.7%)

91% less call options, than puts

Call options by funds: $6.29M | Put options by funds: $71M

Holders
410
Holders Change
+26
Holders Change %
+6.77%
% of All Funds
5.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
66
Increased
176
Reduced
109
Closed
34
Calls
$6.29M
Puts
$71M
Net Calls
-$64.7M
Net Calls Change
-$43.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
226
Mackenzie Financial
Ontario, Canada
$612K +$47.2K +1,095 +8%
LSA
227
Leonteq Securities AG
Switzerland
$600K -$1.17M -27,086 -66%
X
228
Xponance
Pennsylvania
$599K -$31.2K -724 -5%
ET
229
Entropy Technologies
New York
$596K +$594K +13,787 New
PCM
230
Penn Capital Management
Pennsylvania
$578K -$64.1K -1,487 -10%
BCM
231
Becker Capital Management
Oregon
$573K -$51.5K -1,195 -8%
CIC
232
Cornercap Investment Counsel
Georgia
$567K +$565K +13,118 New
AAS
233
Avantax Advisory Services
Texas
$560K +$558K +12,948 New
KMWM
234
Keudell/Morrison Wealth Management
Oregon
$544K +$1.98K +46 +0.4%
Rockefeller Capital Management
235
Rockefeller Capital Management
New York
$538K +$63.6K +1,476 +13%
FPF
236
First Pacific Financial
Washington
$518K +$34.2K +794 +7%
Wealth Enhancement Advisory Services
237
Wealth Enhancement Advisory Services
Minnesota
$506K +$33.8K +784 +7%
BEI
238
Benjamin Edwards Inc
Missouri
$498K +$153K +3,547 +45%
TYCC
239
Texas Yale Capital Corp
Florida
$497K -$26.9K -625 -5%
AI
240
Atria Investments
North Carolina
$496K +$495K +11,480 New
SOADOR
241
State of Alaska Department of Revenue
Alaska
$484K +$12.1K +280 +3%
JIR
242
James Investment Research
Ohio
$455K -$129 -3 -0%
Envestnet Portfolio Solutions
243
Envestnet Portfolio Solutions
Illinois
$446K +$27.2K +631 +7%
NSEDCP
244
NJ State Employees Deferred Compensation Plan
New Jersey
$432K
Public Employees Retirement Association of Colorado
245
Public Employees Retirement Association of Colorado
Colorado
$424K
FCH
246
Freestone Capital Holdings
Washington
$421K +$158K +3,657 +60%
Corient Private Wealth
247
Corient Private Wealth
Florida
$419K +$417K +9,687 New
SPA
248
Sherbrooke Park Advisers
New York
$418K +$416K +9,662 New
PNC Financial Services Group
249
PNC Financial Services Group
Pennsylvania
$404K +$51.5K +1,195 +15%
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$404K +$57.3K +1,330 +17%