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Portland General Electric

319 hedge funds and large institutions have $3.94B invested in Portland General Electric in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 114 increasing their positions, 110 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

11% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 44

11% more capital invested

Capital invested by funds: $3.55B → $3.94B (+$386M)

10% more call options, than puts

Call options by funds: $2.11M | Put options by funds: $1.92M

4% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 110

1% more funds holding

Funds holding: 316319 (+3)

0.24% more ownership

Funds ownership: 92.74%92.98% (+0.24%)

Holders
319
Holders Change
+3
Holders Change %
+0.95%
% of All Funds
5.6%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.09%
New
49
Increased
114
Reduced
110
Closed
44
Calls
$2.11M
Puts
$1.92M
Net Calls
+$191K
Net Calls Change
-$2.47M
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
251
CI Investments Inc
Ontario, Canada
$74K +$1.05K +24 +2%
HNB
252
Huntington National Bank
Ohio
$59K +$10.9K +249 +25%
TF
253
Tompkins Financial
New York
$57K -$437 -10 -0.8%
AF
254
Allworth Financial
California
$56K +$5.81K +133 +13%
MIP
255
Mondrian Investment Partners
United Kingdom
$56K +$48.1K +1,101 New
GRP
256
Global Retirement Partners
California
$55K +$24.2K +554 +91%
S
257
SignatureFD
Georgia
$54K +$8.69K +199 +21%
PA
258
Parallel Advisors
California
$53K +$5.15K +118 +12%
BCA
259
Berman Capital Advisors
Georgia
$53K +$22.3K +510 +83%
MSFP
260
Mark Sheptoff Financial Planning
Connecticut
$52K
HPC
261
HM Payson & Co
Maine
$47K
PO
262
Private Ocean
California
$47K
Jones Financial Companies
263
Jones Financial Companies
Missouri
$46K +$40.4K +925 +1,779%
IFAM
264
Institutional & Family Asset Management
Colorado
$38K
Simplex Trading
265
Simplex Trading
Illinois
$38K +$35.5K +812 New
IAS
266
IMA Advisory Services
Colorado
$37K
AIL
267
AGF Investments LLC
Ontario, Canada
$36K +$20.3K +465 +160%
CIA
268
Cascade Investment Advisors
Oregon
$34.5K
CFA
269
Carroll Financial Associates
North Carolina
$22K +$8.95K +205 +75%
QCG
270
Quadrant Capital Group
Ohio
$21K +$6.51K +149 +50%
LC
271
Lindbrook Capital
California
$18K +$6.94K +159 +70%
PCG
272
Private Capital Group
Connecticut
$16K -$44 -1 -0.3%
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$14K
COCM
274
Charter Oak Capital Management
New Hampshire
$14K
GSAM
275
Grant Street Asset Management
Pennsylvania
$12K -$10.9K -250 -50%