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Portland General Electric

390 hedge funds and large institutions have $4.55B invested in Portland General Electric in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 154 increasing their positions, 118 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

675% more call options, than puts

Call options by funds: $1.64M | Put options by funds: $212K

44% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 48

31% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 118

11% more capital invested

Capital invested by funds: $4.08B → $4.55B (+$470M)

5% more funds holding

Funds holding: 371390 (+19)

4.3% more ownership

Funds ownership: 99.55%103.85% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
390
Holders Change
+19
Holders Change %
+5.12%
% of All Funds
5.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
69
Increased
154
Reduced
118
Closed
48
Calls
$1.64M
Puts
$212K
Net Calls
+$1.43M
Net Calls Change
+$191K
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
276
Ohio Public Employees Retirement System (OPERS)
Ohio
$207K +$8.47K +204 +4%
VEA
277
Virtus ETF Advisers
New York
$204K +$21.4K +515 +12%
CC
278
Cipher Capital
New York
$204K +$195K +4,698 New
GFS
279
GYL Financial Synergies
Connecticut
$203K +$194K +4,677 New
KI
280
Kapitalo Investimentos
Brazil
$192K +$184K +4,429 New
MPWT
281
MassMutual Private Wealth & Trust
Connecticut
$177K -$15.1K -364 -8%
SDIC
282
South Dakota Investment Council
South Dakota
$160K
LFA
283
LGT Financial Advisors
Texas
$152K +$2.57K +62 +2%
Nisa Investment Advisors
284
Nisa Investment Advisors
Missouri
$142K -$204K -4,924 -60%
C
285
Covestor
United Kingdom
$137K -$26.1K -629 -17%
SIM
286
Sandia Investment Management
Massachusetts
$130K -$83.5K -2,012 -40%
ST
287
Smithfield Trust
Pennsylvania
$112K +$107K +2,582 New
QCG
288
Quadrant Capital Group
Ohio
$112K +$27.2K +655 +34%
S
289
SignatureFD
Georgia
$89.8K +$32.1K +774 +60%
BFEC
290
Benjamin F. Edwards & Company
Missouri
$86K +$82.1K +1,978 New
KBC Group
291
KBC Group
Belgium
$79K +$22K +529 +41%
Lazard Asset Management
292
Lazard Asset Management
New York
$61K -$38.8K -935 -40%
EWA
293
EverSource Wealth Advisors
Alabama
$56K +$45.1K +1,087 +533%
CI Investments Inc
294
CI Investments Inc
Ontario, Canada
$54K -$8.96K -216 -15%
SOAMC
295
Spirit of America Management Corp
New York
$52K +$16.6K +400 +50%
PA
296
Parallel Advisors
California
$50.4K +$4.57K +110 +10%
Northwestern Mutual Wealth Management
297
Northwestern Mutual Wealth Management
Wisconsin
$49.5K -$3.65K -88 -7%
NCM
298
Northwest Capital Management
Oregon
$49.3K
MSFP
299
Mark Sheptoff Financial Planning
Connecticut
$47.7K
PS
300
Principal Securities
Iowa
$45.1K +$43.2K +1,041 New