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Portland General Electric

319 hedge funds and large institutions have $3.94B invested in Portland General Electric in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 114 increasing their positions, 110 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

11% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 44

11% more capital invested

Capital invested by funds: $3.55B → $3.94B (+$386M)

10% more call options, than puts

Call options by funds: $2.11M | Put options by funds: $1.92M

4% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 110

1% more funds holding

Funds holding: 316319 (+3)

0.24% more ownership

Funds ownership: 92.74%92.98% (+0.24%)

Holders
319
Holders Change
+3
Holders Change %
+0.95%
% of All Funds
5.6%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.09%
New
49
Increased
114
Reduced
110
Closed
44
Calls
$2.11M
Puts
$1.92M
Net Calls
+$191K
Net Calls Change
-$2.47M
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
276
Patriot Financial Group Insurance Agency
Massachusetts
$12K
LF
277
Lee Financial
Texas
$11K
MCM
278
Manchester Capital Management
Vermont
$10K
GI
279
Gradient Investments
Minnesota
$9K +$8.73K +200 New
PAI
280
Pittenger & Anderson Inc
Nebraska
$8K
Rockefeller Capital Management
281
Rockefeller Capital Management
New York
$8K +$1.22K +28 +18%
GWS
282
Glassman Wealth Services
Virginia
$7K
CH
283
Canton Hathaway
Rhode Island
$7K +$6.64K +152 New
SFS
284
Sowell Financial Services
Arkansas
$6K -$4.02K -92 -42%
UOTTAIMCU
285
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$6K
VCM
286
Versant Capital Management
Arizona
$6K
IAIM
287
International Assets Investment Management
Florida
$6K +$5.89K +135 New
FRA
288
Front Row Advisors
California
$5K
ME
289
McIlrath & Eck
Washington
$5K
NFSG
290
Newbridge Financial Services Group
Florida
$5K
TWA
291
TCI Wealth Advisors
Arizona
$5K +$3.14K +72 +240%
NIC
292
Northwest Investment Counselors
Oregon
$5K +$4.32K +99 New
AIC
293
Ameritas Investment Company
Nebraska
$4.42K +$4.06K +93 New
EW
294
Evoke Wealth
California
$4K
EI
295
Ellevest Inc
New York
$4K +$1K +23 +32%
ACM
296
AUA Capital Management
Pennsylvania
$3K -$175 -4 -6%
HFA
297
HC Financial Advisors
California
$3K
AIG
298
American International Group
New York
$2.49K +$6.03K +138 +0.3%
PWMG
299
Prestige Wealth Management Group
New Jersey
$2K -$786 -18 -30%
HR
300
Howe & Rusling
New York
$2K -$306 -7 -14%