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Portland General Electric

326 hedge funds and large institutions have $4.35B invested in Portland General Electric in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 104 increasing their positions, 115 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

12% more capital invested

Capital invested by funds: $3.89B → $4.35B (+$463M)

6% more funds holding

Funds holding: 308326 (+18)

0.47% less ownership

Funds ownership: 92.54%92.07% (-0.47%)

10% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 115

24% less call options, than puts

Call options by funds: $2.99M | Put options by funds: $3.94M

Holders
326
Holders Change
+18
Holders Change %
+5.84%
% of All Funds
5.02%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
47
Increased
104
Reduced
115
Closed
25
Calls
$2.99M
Puts
$3.94M
Net Calls
-$942K
Net Calls Change
+$387K
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
276
Signet Financial Management
New Jersey
$41K +$38.7K +775 New
CIA
277
Cascade Investment Advisors
Oregon
$38.5K
FRA
278
Front Row Advisors
California
$31K -$349 -7 -1%
C
279
Covestor
United Kingdom
$29K +$27.4K +549 New
SPIA
280
Steward Partners Investment Advisory
New York
$26K
QCG
281
Quadrant Capital Group
Ohio
$24K -$2.15K -43 -9%
TFP
282
Tilia Fiduciary Partners
North Carolina
$23K +$21.4K +428 New
LC
283
Lindbrook Capital
California
$18K -$1.2K -24 -7%
SOW
284
State of Wyoming
Wyoming
$18K +$17.3K +346 New
COCM
285
Charter Oak Capital Management
New Hampshire
$16K
PCG
286
Private Capital Group
Connecticut
$15K -$499 -10 -4%
ME
287
McIlrath & Eck
Washington
$15K +$50 +1 +0.3%
PFGIA
288
Patriot Financial Group Insurance Agency
Massachusetts
$13K
DFCM
289
Dark Forest Capital Management
Puerto Rico
$13K +$11.9K +238 New
LF
290
Lee Financial
Texas
$12K
LSA
291
Leonteq Securities AG
Switzerland
$11.6K -$7.19K -144 -40%
TWA
292
TCI Wealth Advisors
Arizona
$11K
Jones Financial Companies
293
Jones Financial Companies
Missouri
$11K +$7.39K +148 +251%
PAI
294
Pittenger & Anderson Inc
Nebraska
$9K
EI
295
Ellevest Inc
New York
$9K +$299 +6 +4%
NFG
296
Next Financial Group
Texas
$9K +$7.54K +151 +795%
Rockefeller Capital Management
297
Rockefeller Capital Management
New York
$8K -$1.55K -31 -16%
GWS
298
Glassman Wealth Services
Virginia
$8K
NFSG
299
Newbridge Financial Services Group
Florida
$6K
UOTTAIMCU
300
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$6K