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Portland General Electric

316 hedge funds and large institutions have $3.55B invested in Portland General Electric in 2020 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $6.17M | Put options by funds: $3.51M

27% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 45

23% more capital invested

Capital invested by funds: $2.89B → $3.55B (+$665M)

18% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 95

3% more funds holding

Funds holding: 307316 (+9)

0.62% more ownership

Funds ownership: 92.12%92.74% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
316
Holders Change
+9
Holders Change %
+2.93%
% of All Funds
5.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
57
Increased
112
Reduced
95
Closed
45
Calls
$6.17M
Puts
$3.51M
Net Calls
+$2.66M
Net Calls Change
+$7.52M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
251
Mark Sheptoff Financial Planning
Connecticut
$47K
AF
252
Allworth Financial
California
$45K
HPC
253
HM Payson & Co
Maine
$43K
HNB
254
Huntington National Bank
Ohio
$43K
PA
255
Parallel Advisors
California
$43K
PO
256
Private Ocean
California
$43K
S
257
SignatureFD
Georgia
$41K +$29.1K +714 +305%
IFAM
258
Institutional & Family Asset Management
Colorado
$35K +$8.35K +205 +34%
IAS
259
IMA Advisory Services
Colorado
$34K
CG
260
Cutler Group
California
$34K +$4.08K +100 +14%
LWCFA
261
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$33K -$15.3K -375 -33%
CIA
262
Cascade Investment Advisors
Oregon
$31.1K
TSW
263
Thompson Siegel & Walmsley
Virginia
$30K
ASN
264
Advisory Services Network
Georgia
$26K -$8.48K -208 -26%
BCA
265
Berman Capital Advisors
Georgia
$26K +$3.02K +74 +14%
GRP
266
Global Retirement Partners
California
$26K +$5.75K +141 +30%
RWA
267
Ropes Wealth Advisors
Massachusetts
$21K
SIM
268
Sonora Investment Management
Arizona
$21K
GSAM
269
Grant Street Asset Management
Pennsylvania
$21K +$20.4K +500 New
PCG
270
Private Capital Group
Connecticut
$15K
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$14K
CA
272
Clearstead Advisors
Ohio
$14K +$13.5K +331 New
QCG
273
Quadrant Capital Group
Ohio
$13K +$6.8K +167 +127%
COCM
274
Charter Oak Capital Management
New Hampshire
$13K +$12.2K +300 New
AIL
275
AGF Investments LLC
Ontario, Canada
$12K +$11.9K +291 New