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Portland General Electric

336 hedge funds and large institutions have $3.97B invested in Portland General Electric in 2018 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 122 increasing their positions, 110 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

639% more call options, than puts

Call options by funds: $2.27M | Put options by funds: $307K

150% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 20

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 110

10% more funds holding

Funds holding: 306336 (+30)

0% more capital invested

Capital invested by funds: $3.97B → $3.97B (+$5.71M)

0.44% less ownership

Funds ownership: 97.56%97.12% (-0.44%)

Holders
336
Holders Change
+30
Holders Change %
+9.8%
% of All Funds
7.49%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
50
Increased
122
Reduced
110
Closed
20
Calls
$2.27M
Puts
$307K
Net Calls
+$1.96M
Net Calls Change
-$172K
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
276
Mark Sheptoff Financial Planning
Connecticut
$50K
AIL
277
AGF Investments LLC
Ontario, Canada
$47K -$36.2K -772 -43%
HNB
278
Huntington National Bank
Ohio
$46K -$3.51K -75 -7%
CIA
279
Cascade Investment Advisors
Oregon
$33.3K
FHB
280
First Hawaiian Bank
Hawaii
$32K -$7.5K -160 -19%
LMAM
281
Legg Mason Asset Management
Japan
$28K -$9.37K -200 -25%
IA
282
IFP Advisors
Florida
$26K
Loomis, Sayles & Company
283
Loomis, Sayles & Company
Massachusetts
$25K -$12.6K -269 -33%
PCFFS
284
Pacific Center for Financial Services
California
$23K -$5.9K -126 -20%
RWA
285
Ropes Wealth Advisors
Massachusetts
$23K
SIM
286
Sonora Investment Management
Arizona
$23K
LPC
287
Loeb Partners Corp
New York
$23K +$23.4K +500 New
OIA
288
OneDigital Investment Advisors
Kansas
$19K
PCG
289
Private Capital Group
Connecticut
$19K
MOS
290
MGO One Seven
Ohio
$17K +$18K +384 New
JA
291
JOYN Advisors
Georgia
$16K -$22.7K -484 -58%
Fifth Third Bancorp
292
Fifth Third Bancorp
Ohio
$16K +$16.7K +357 New
VCM
293
Versant Capital Management
Arizona
$14K
FHA
294
Flagship Harbor Advisors
Massachusetts
$14K +$94 +2 +0.6%
ER
295
Enlightenment Research
Florida
$14K +$14.1K +300 New
PFBT
296
Parkside Financial Bank & Trust
Missouri
$13K +$3.89K +83 +40%
MA
297
MUFG Americas
New York
$13K +$13K +277 New
BGIM
298
Brandywine Global Investment Management
Pennsylvania
$11K
NSIM
299
North Star Investment Management
Illinois
$11K
LC
300
Lindbrook Capital
California
$11K +$11.5K +245 New