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Portland General Electric

306 hedge funds and large institutions have $3.97B invested in Portland General Electric in 2018 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 106 increasing their positions, 117 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $3.59M | Put options by funds: $1.46M

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

11% more capital invested

Capital invested by funds: $3.58B → $3.97B (+$383M)

3.49% more ownership

Funds ownership: 94.07%97.56% (+3.5%)

3% more funds holding

Funds holding: 298306 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 117

Holders
306
Holders Change
+8
Holders Change %
+2.68%
% of All Funds
7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
36
Increased
106
Reduced
117
Closed
28
Calls
$3.59M
Puts
$1.46M
Net Calls
+$2.13M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LF
276
Lee Financial
Texas
$9K
LFA
277
Legacy Financial Advisors
Kentucky
$9K
PFBT
278
Parkside Financial Bank & Trust
Missouri
$9K
PAI
279
Pittenger & Anderson Inc
Nebraska
$8K
SIAS
280
Shine Investment Advisory Services
Colorado
$8K
AssetMark Inc
281
AssetMark Inc
California
$7K -$364 -8 -5%
CFGS
282
Concourse Financial Group Securities
Alabama
$6K +$5.78K +127 New
ME
283
McIlrath & Eck
Washington
$5K
UOTTAIMCU
284
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5K
Parallax Volatility Advisers
285
Parallax Volatility Advisers
California
$4K
QCG
286
Quadrant Capital Group
Ohio
$4K
Toronto Dominion Bank
287
Toronto Dominion Bank
Ontario, Canada
$4K +$2.27K +50 +167%
BL
288
Balentine LLC
Georgia
$4K +$4.41K +97 New
GT
289
Glenmede Trust
Pennsylvania
$4K +$4.55K +100 New
SFSIG
290
San Francisco Sentry Investment Group
California
$3K +$3K +66 New
GC
291
Globeflex Capital
California
$2K -$351K -7,722 -99%
PCP
292
Proficio Capital Partners
Massachusetts
$2K -$46 -1 -2%
ASN
293
Advisory Services Network
Georgia
$2K
APP
294
Avantax Planning Partners
Iowa
$2K +$1.59K +35 New
CAG
295
Csenge Advisory Group
Florida
$2K +$2.37K +52 New
RCAG
296
Rehmann Capital Advisory Group
Michigan
$1.96K
Carson Wealth (CWM LLC)
297
Carson Wealth (CWM LLC)
Nebraska
$1K -$1.09K -24 -55%
GI
298
Gradient Investments
Minnesota
$1K
OFW
299
Omnia Family Wealth
Florida
$1K
WAM
300
Wealthspire Advisors (Maryland)
Maryland
$1K