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Portland General Electric

307 hedge funds and large institutions have $2.89B invested in Portland General Electric in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 95 increasing their positions, 118 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.02% less ownership

Funds ownership: 95.14%92.12% (-3%)

5% less funds holding

Funds holding: 322307 (-15)

19% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 64

19% less capital invested

Capital invested by funds: $3.56B → $2.89B (-$668M)

19% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 118

50% less call options, than puts

Call options by funds: $4.77M | Put options by funds: $9.63M

Holders
307
Holders Change
-15
Holders Change %
-4.66%
% of All Funds
6.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
52
Increased
95
Reduced
118
Closed
64
Calls
$4.77M
Puts
$9.63M
Net Calls
-$4.86M
Net Calls Change
-$5.79M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
Parallel Advisors
California
$36K +$39.5K +987 +7,592%
PO
252
Private Ocean
California
$36K +$40K +1,000 New
IA
253
IFP Advisors
Florida
$34K +$19.7K +493 +106%
ASN
254
Advisory Services Network
Georgia
$30K +$32.5K +812 New
CI Investments Inc
255
CI Investments Inc
Ontario, Canada
$30K +$34.1K +854 New
IAS
256
IMA Advisory Services
Colorado
$28K
FC
257
FORA Capital
Florida
$26K -$5.56K -139 -16%
CIA
258
Cascade Investment Advisors
Oregon
$25.8K
TSW
259
Thompson Siegel & Walmsley
Virginia
$25K +$8.99K +225 +47%
FHA
260
Flagship Harbor Advisors
Massachusetts
$24K +$10.1K +253 +58%
CG
261
Cutler Group
California
$24K +$28K +700 New
IFAM
262
Institutional & Family Asset Management
Colorado
$21K +$24.2K +605 New
BCA
263
Berman Capital Advisors
Georgia
$19K +$14.5K +363 +205%
RWA
264
Ropes Wealth Advisors
Massachusetts
$18K
SIM
265
Sonora Investment Management
Arizona
$18K
GRP
266
Global Retirement Partners
California
$17K -$1.44K -36 -7%
PFWA
267
Paces Ferry Wealth Advisors
Georgia
$15K +$17.2K +431 New
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$14K
CIA
269
CSat Investment Advisory
Michigan
$14K +$1.68K +42 +12%
PCG
270
Private Capital Group
Connecticut
$12K -$5.12K -128 -27%
PFGIA
271
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$9.43K +236 +1,686%
S
272
SignatureFD
Georgia
$8K -$4.08K -102 -30%
LF
273
Lee Financial
Texas
$8K
Rockefeller Capital Management
274
Rockefeller Capital Management
New York
$6K -$999 -25 -12%
PAI
275
Pittenger & Anderson Inc
Nebraska
$6K