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Portland General Electric

390 hedge funds and large institutions have $4.55B invested in Portland General Electric in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 154 increasing their positions, 118 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

675% more call options, than puts

Call options by funds: $1.64M | Put options by funds: $212K

44% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 48

31% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 118

11% more capital invested

Capital invested by funds: $4.08B → $4.55B (+$470M)

5% more funds holding

Funds holding: 371390 (+19)

4.3% more ownership

Funds ownership: 99.55%103.85% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
390
Holders Change
+19
Holders Change %
+5.12%
% of All Funds
5.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
69
Increased
154
Reduced
118
Closed
48
Calls
$1.64M
Puts
$212K
Net Calls
+$1.43M
Net Calls Change
+$191K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
251
Raymond James Financial Services Advisors
Florida
$266K -$31.3K -753 -11%
TI
252
Trexquant Investment
Connecticut
$265K +$254K +6,121 New
TAM
253
Tocqueville Asset Management
New York
$264K -$37.4K -900 -13%
Bessemer Group
254
Bessemer Group
New Jersey
$264K +$113K +2,715 +80%
FWCM
255
Ferguson Wellman Capital Management
Oregon
$258K -$24.9K -600 -9%
SFA
256
Sequoia Financial Advisors
Ohio
$256K +$245K +5,906 New
CA
257
Cetera Advisors
Colorado
$255K +$244K +5,881 New
PTC
258
Petrus Trust Company
Texas
$254K +$243K +5,863 New
JWM
259
Jeppson Wealth Management
California
$253K +$2.08K +50 +0.9%
MLICM
260
Metropolitan Life Insurance Company (MetLife)
New York
$249K
CBT
261
CoreFirst Bank & Trust
Kansas
$249K -$29.9K -720 -11%
SPIA
262
Steward Partners Investment Advisory
New York
$247K +$30.4K +732 +15%
SG Americas Securities
263
SG Americas Securities
New York
$241K -$1.64M -39,526 -88%
AssetMark Inc
264
AssetMark Inc
California
$238K +$46.4K +1,118 +26%
PAM
265
Panagora Asset Management
Massachusetts
$236K -$136K -3,265 -38%
JBA
266
Johnson Bixby & Associates
Washington
$235K +$225K +5,421 New
TCM
267
Teza Capital Management
Illinois
$233K -$1.03M -24,933 -82%
BEI
268
Benjamin Edwards Inc
Missouri
$230K +$78.4K +1,888 +55%
PA
269
Profund Advisors
Maryland
$229K +$219K +5,279 New
SAM
270
Shell Asset Management
Netherlands
$228K -$65.8K -1,586 -23%
TC
271
Trilogy Capital
California
$224K -$42.2K -1,017 -16%
WIA
272
Wetzel Investment Advisors
Indiana
$221K +$212K +5,100 New
AWM
273
AE Wealth Management
Kansas
$217K +$222K +5,340 New
KAS
274
Kestra Advisory Services
Texas
$213K +$204K +4,910 New
SFP
275
Shepherd Financial Partners
Massachusetts
$208K +$199K +4,797 New