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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
LFA
301
Legacy Financial Advisors
Kentucky
$10K
IIM
302
Ipswich Investment Management
Massachusetts
$10K +$9.84K +210 New
PCM
303
Prelude Capital Management
New York
$10K +$10.5K +224 New
HCM
304
Highlander Capital Management
New Jersey
$10K +$10.7K +228 New
LF
305
Lee Financial
Texas
$9K
PAI
306
Pittenger & Anderson Inc
Nebraska
$8K
SIAS
307
Shine Investment Advisory Services
Colorado
$8K
ASN
308
Advisory Services Network
Georgia
$8K +$5.86K +125 +231%
EWM
309
Executive Wealth Management
Michigan
$6K +$6.23K +133 New
BCA
310
Berman Capital Advisors
Georgia
$6K +$7.07K +151 New
TRCT
311
Tower Research Capital (TRC)
New York
$5K -$33.6K -717 -86%
CFGS
312
Concourse Financial Group Securities
Alabama
$5K -$141 -3 -2%
ME
313
McIlrath & Eck
Washington
$5K
UOTTAIMCU
314
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5K
SFSIG
315
San Francisco Sentry Investment Group
California
$5K +$1.83K +39 +59%
AIA
316
Alera Investment Advisors
Illinois
$5K +$4.68K +100 New
VCM
317
Vigilant Capital Management
Maine
$5K +$4.68K +100 New
PWMG
318
Prestige Wealth Management Group
New Jersey
$5K +$5.43K +116 New
FRA
319
Front Row Advisors
California
$4K -$1.69K -36 -30%
BL
320
Balentine LLC
Georgia
$4K
QCG
321
Quadrant Capital Group
Ohio
$4K
PFO
322
Pathstone Family Office
New Jersey
$4K +$4.26K +91 New
S
323
SignatureFD
Georgia
$3K +$2.72K +58 New
AssetMark Inc
324
AssetMark Inc
California
$2K -$5.34K -114 -71%
GC
325
Globeflex Capital
California
$2K