We are live on ! Find out more
POR icon

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
AIM
251
Advantage Investment Management
Iowa
$80K
NIT
252
NumerixS Investment Technologies
British Columbia, Canada
$63K +$63.7K +1,400 New
CIA
253
ClearBridge Investments (Australia)
Australia
$57K +$56.1K +1,233 New
LWCFA
254
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$52K -$3.64K -80 -7%
MSFP
255
Mark Sheptoff Financial Planning
Connecticut
$50K
HNB
256
Huntington National Bank
Ohio
$49K
TPWA
257
TRUE Private Wealth Advisors
Oregon
$44.4K +$43.9K +965 New
FHB
258
First Hawaiian Bank
Hawaii
$39K +$38.8K +852 New
JA
259
JOYN Advisors
Georgia
$38K -$3.82K -84 -9%
TRCT
260
Tower Research Capital (TRC)
New York
$38K +$37.2K +818 +5,843%
LMAM
261
Legg Mason Asset Management
Japan
$37K -$282K -6,200 -89%
Loomis, Sayles & Company
262
Loomis, Sayles & Company
Massachusetts
$37K -$2.05K -45 -5%
ICM
263
IMS Capital Management
Oregon
$37K
CIA
264
Cascade Investment Advisors
Oregon
$33.2K -$5.69K -125 -15%
PCFFS
265
Pacific Center for Financial Services
California
$29K +$28.6K +628 New
IA
266
IFP Advisors
Florida
$26K -$1.64K -36 -6%
RWA
267
Ropes Wealth Advisors
Massachusetts
$23K
SIM
268
Sonora Investment Management
Arizona
$23K
SPIA
269
Steward Partners Investment Advisory
New York
$23K +$22.8K +500 New
PCG
270
Private Capital Group
Connecticut
$19K
OIA
271
OneDigital Investment Advisors
Kansas
$18K
FHA
272
Flagship Harbor Advisors
Massachusetts
$14K +$137 +3 +1%
VCM
273
Versant Capital Management
Arizona
$14K +$4.14K +91 +39%
BGIM
274
Brandywine Global Investment Management
Pennsylvania
$11K -$26.4K -580 -72%
NSIM
275
North Star Investment Management
Illinois
$10K