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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
VCM
301
Versant Capital Management
Arizona
$6K
HR
302
Howe & Rusling
New York
$6K +$2.85K +57 +92%
NIC
303
Northwest Investment Counselors
Oregon
$5K +$4.94K +99 New
MCM
304
Manchester Capital Management
Vermont
$4K -$6.99K -140 -67%
CWP
305
Concord Wealth Partners
Virginia
$4K
EW
306
Evoke Wealth
California
$4K
HFA
307
HC Financial Advisors
California
$4K
PPWM
308
PFG Private Wealth Management
Florida
$4K
FF
309
FourThought Financial
Florida
$4K +$898 +18 +31%
Manulife (Manufacturers Life Insurance)
310
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.59K +$4.24K +85 +0.1%
ACM
311
AUA Capital Management
Pennsylvania
$3K -$299 -6 -11%
BIA
312
Bell Investment Advisors
California
$3K +$2.4K +48 +400%
S
313
Surevest
California
$3K +$2.5K +50 New
PWMG
314
Prestige Wealth Management Group
New Jersey
$2K
TSWM
315
Tyler-Stone Wealth Management
Ohio
$2K +$1.7K +34 New
BFC
316
Bedel Financial Consulting
Indiana
$2K +$1.75K +35 New
UB
317
UMB Bank
Missouri
$2K +$2K +40 New
CAM
318
ClariVest Asset Management
California
$1K
SC
319
Schubert & Co
Texas
$1K +$499 +10 New
Toronto Dominion Bank
320
Toronto Dominion Bank
Ontario, Canada
$1K +$499 +10 New
IA
321
IFP Advisors
Florida
$1K +$749 +15 New
JWA
322
JFS Wealth Advisors
Pennsylvania
$1K +$998 +20 New
CCA
323
Column Capital Advisors
Indiana
$1K +$1.35K +27 New
CP
324
Castleview Partners
Texas
$174 +$460K +9,208 New
Bank of Montreal
325
Bank of Montreal
Ontario, Canada
-$20.1M -417,181 Closed