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Portland General Electric

410 hedge funds and large institutions have $4.59B invested in Portland General Electric in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 176 increasing their positions, 109 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 34

61% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 109

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more funds holding

Funds holding: 384410 (+26)

6% more capital invested

Capital invested by funds: $4.31B → $4.59B (+$279M)

1.67% more ownership

Funds ownership: 101.54%103.21% (+1.7%)

91% less call options, than puts

Call options by funds: $6.29M | Put options by funds: $71M

Holders
410
Holders Change
+26
Holders Change %
+6.77%
% of All Funds
5.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
66
Increased
176
Reduced
109
Closed
34
Calls
$6.29M
Puts
$71M
Net Calls
-$64.7M
Net Calls Change
-$43.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
251
Sanctuary Advisors
Indiana
$399K +$401K +9,318 New
SAM
252
Silvercrest Asset Management
New York
$399K
FHB
253
First Hawaiian Bank
Hawaii
$390K
FFA
254
Farther Finance Advisors
California
$357K +$353K +8,193 +8,716%
SAM
255
Securian Asset Management
Minnesota
$354K -$4.31K -100 -1%
SO
256
STRS Ohio
Ohio
$350K +$51.7K +1,200 +17%
FP
257
Foundry Partners
Minnesota
$348K +$346K +8,037 New
KAS
258
Kestra Advisory Services
Texas
$337K +$359K +8,339 New
OWA
259
Outlook Wealth Advisors
Texas
$334K -$7.37K -171 -2%
PTC
260
Petrus Trust Company
Texas
$331K +$330K +7,653 New
SC
261
Savant Capital
Illinois
$329K +$328K +7,615 New
VT
262
Vise Technologies
New York
$325K +$323K +7,507 New
GCP
263
GSA Capital Partners
United Kingdom
$323K +$322K +7,480 New
JFGIW
264
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$320K +$6.38K +148 +2%
Osaic Holdings
265
Osaic Holdings
Arizona
$315K +$135K +3,132 +76%
TC
266
TownSquare Capital
Utah
$309K +$308K +7,149 New
CGH
267
Crossmark Global Holdings
Texas
$306K -$11K -256 -3%
JCM
268
Jacobi Capital Management
Pennsylvania
$302K +$2.71K +63 +0.9%
QCM
269
Quantinno Capital Management
New York
$301K +$30.1K +699 +11%
TCOV
270
Trust Company of Vermont
Vermont
$297K -$9.35K -217 -3%
KCM
271
Kennedy Capital Management
Missouri
$278K +$277K +6,418 New
RJFSA
272
Raymond James Financial Services Advisors
Florida
$274K -$44.3K -1,029 -14%
SPIA
273
Steward Partners Investment Advisory
New York
$273K -$17.9K -415 -6%
GFS
274
GYL Financial Synergies
Connecticut
$267K +$266K +6,170 New
JFG
275
Jefferies Financial Group
New York
$266K +$265K +6,154 New