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Portland General Electric

322 hedge funds and large institutions have $3.56B invested in Portland General Electric in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 115 increasing their positions, 119 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $2.14M | Put options by funds: $1.2M

11% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 37

1% more funds holding

Funds holding: 319322 (+3)

3% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 119

2.07% less ownership

Funds ownership: 97.21%95.14% (-2.1%)

15% less capital invested

Capital invested by funds: $4.16B → $3.56B (-$606M)

86% less funds holding in top 10

Funds holding in top 10: 71 (-6)

Holders
322
Holders Change
+3
Holders Change %
+0.94%
% of All Funds
6.6%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.02%
New
41
Increased
115
Reduced
119
Closed
37
Calls
$2.14M
Puts
$1.2M
Net Calls
+$936K
Net Calls Change
+$969K
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
301
Front Row Advisors
California
$5K +$1.01K +22 +25%
BL
302
Balentine LLC
Georgia
$4K
EW
303
Evoke Wealth
California
$4K
ME
304
McIlrath & Eck
Washington
$4K
HFA
305
HC Financial Advisors
California
$3K
PWMG
306
Prestige Wealth Management Group
New Jersey
$3K
OPS
307
Orion Portfolio Solutions
Nebraska
$2K -$11.8K -258 -83%
CFGS
308
Concourse Financial Group Securities
Alabama
$2K -$1.42K -31 -44%
PFO
309
Pathstone Family Office
New Jersey
$2K +$1.28K +28 New
CCA
310
Column Capital Advisors
Indiana
$2K +$1.47K +32 +160%
HIA
311
Harbor Investment Advisory
Maryland
$2K +$2.61K +57 New
SF
312
Synovus Financial
Georgia
$1K -$16.8K -367 -93%
PA
313
Procyon Advisors
Connecticut
$1K
VNA
314
Valley National Advisers
Pennsylvania
$1K
PFGIA
315
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$137 +3 +27%
SIC
316
Salem Investment Counselors
North Carolina
$1K +$1.33K +29 New
AIM
317
Anchor Investment Management
South Carolina
$585
PIMG
318
Patriot Investment Management Group
Tennessee
$209 +$229 +5 New
TI
319
tru Independence
Oregon
$1
CRCP
320
Copper Rock Capital Partners
Massachusetts
-$737K -143,723 Closed
William Blair Investment Management
321
William Blair Investment Management
Illinois
-$4.52M -94,194 Closed
Schroder Investment Management Group
322
Schroder Investment Management Group
United Kingdom
-$3.74M -73,603 Closed
RBA
323
Richard Bernstein Advisors
New York
-$3.13M -65,199 Closed
WG
324
Winton Group
United Kingdom
-$2.48M -51,762 Closed
PI
325
Putnam Investments
Massachusetts
-$2.37M -49,500 Closed