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Portland General Electric

308 hedge funds and large institutions have $3.89B invested in Portland General Electric in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 116 increasing their positions, 112 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 112

2% more capital invested

Capital invested by funds: $3.8B → $3.89B (+$89.4M)

0.51% more ownership

Funds ownership: 92.04%92.54% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 316308 (-8)

16% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 32

27% less call options, than puts

Call options by funds: $3.64M | Put options by funds: $4.97M

Holders
308
Holders Change
-8
Holders Change %
-2.53%
% of All Funds
5.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
116
Reduced
112
Closed
32
Calls
$3.64M
Puts
$4.97M
Net Calls
-$1.33M
Net Calls Change
-$219K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
276
Manchester Capital Management
Vermont
$10K
TWA
277
TCI Wealth Advisors
Arizona
$10K
PAI
278
Pittenger & Anderson Inc
Nebraska
$8K
EI
279
Ellevest Inc
New York
$8K +$49 +1 +0.6%
Rockefeller Capital Management
280
Rockefeller Capital Management
New York
$8K +$49 +1 +0.5%
GPA
281
Guidance Point Advisors
Massachusetts
$8K +$9.1K +185 New
GWS
282
Glassman Wealth Services
Virginia
$7K
UOTTAIMCU
283
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$6K
TAIM
284
TD Ameritrade Investment Management
Nebraska
$6K +$8.71K +177 New
NFSG
285
Newbridge Financial Services Group
Florida
$5K
VCM
286
Versant Capital Management
Arizona
$5K
CWP
287
Concord Wealth Partners
Virginia
$4K
VCM
288
Vigilant Capital Management
Maine
$4K +$3.69K +75 New
EW
289
Evoke Wealth
California
$3K -$98 -2 -2%
ACM
290
AUA Capital Management
Pennsylvania
$3K
HFA
291
HC Financial Advisors
California
$3K
Jones Financial Companies
292
Jones Financial Companies
Missouri
$3K
FHA
293
First Horizon Advisors
Tennessee
$3K +$787 +16 +33%
HR
294
Howe & Rusling
New York
$3K +$886 +18 +41%
PPWM
295
PFG Private Wealth Management
Florida
$3K +$3.59K +73 New
FF
296
FourThought Financial
Florida
$2K -$3.1K -63 -52%
PWMG
297
Prestige Wealth Management Group
New Jersey
$2K
SN
298
Sittner & Nelson
Oregon
$2K
PHK
299
Point72 Hong Kong
Hong Kong
$2K +$2.02K +41 New
SIM
300
Sonora Investment Management
Arizona
$2K +$2.31K +47 New