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Portland General Electric

326 hedge funds and large institutions have $4.35B invested in Portland General Electric in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 104 increasing their positions, 115 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

12% more capital invested

Capital invested by funds: $3.89B → $4.35B (+$463M)

6% more funds holding

Funds holding: 308326 (+18)

0.47% less ownership

Funds ownership: 92.54%92.07% (-0.47%)

10% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 115

24% less call options, than puts

Call options by funds: $2.99M | Put options by funds: $3.94M

Holders
326
Holders Change
+18
Holders Change %
+5.84%
% of All Funds
5.02%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
47
Increased
104
Reduced
115
Closed
25
Calls
$2.99M
Puts
$3.94M
Net Calls
-$942K
Net Calls Change
+$387K
Name Holding Trade Value Shares
Change
Change in
Stake
HIS
251
Horizon Investment Services
Indiana
$218K +$206K +4,123 New
TPWA
252
TRUE Private Wealth Advisors
Oregon
$204K +$192K +3,856 New
BJL
253
Brighton Jones LLC
Washington
$200K +$188K +3,774 New
PNC Financial Services Group
254
PNC Financial Services Group
Pennsylvania
$186K +$62.2K +1,246 +55%
AP
255
Arlington Partners
Alabama
$170K
Nisa Investment Advisors
256
Nisa Investment Advisors
Missouri
$168K
SN
257
Sittner & Nelson
Oregon
$108K +$99.8K +2,000 +4,000%
CI Investments Inc
258
CI Investments Inc
Ontario, Canada
$91K -$44.8K -898 -34%
TRCT
259
Tower Research Capital (TRC)
New York
$78K -$307K -6,157 -81%
TSW
260
Thompson Siegel & Walmsley
Virginia
$72K -$16.2M -324,812 -100%
PA
261
Parallel Advisors
California
$67K -$10.4K -209 -14%
HNB
262
Huntington National Bank
Ohio
$67K -$3.09K -62 -5%
TF
263
Tompkins Financial
New York
$64K
S
264
SignatureFD
Georgia
$61K -$3.09K -62 -5%
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$58K -$86.1K -1,726 -61%
MSFP
266
Mark Sheptoff Financial Planning
Connecticut
$58K
MIP
267
Mondrian Investment Partners
United Kingdom
$58K
AF
268
Allworth Financial
California
$56K
CWS
269
Confluence Wealth Services
Pennsylvania
$56K +$53.5K +1,071 New
HPC
270
HM Payson & Co
Maine
$53K
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$44K +$41.1K +823 New
IFAM
272
Institutional & Family Asset Management
Colorado
$43K
IAS
273
IMA Advisory Services
Colorado
$42K
LWCFA
274
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41K
FAG
275
Fortitude Advisory Group
Washington
$41K +$38.2K +766 New