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Portland General Electric

362 hedge funds and large institutions have $3.79B invested in Portland General Electric in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 140 increasing their positions, 112 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 39

25% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 112

5% more funds holding

Funds holding: 346362 (+16)

1.91% less ownership

Funds ownership: 99.49%97.58% (-1.9%)

12% less capital invested

Capital invested by funds: $4.29B → $3.79B (-$506M)

37% less call options, than puts

Call options by funds: $2.44M | Put options by funds: $3.85M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
362
Holders Change
+16
Holders Change %
+4.62%
% of All Funds
6.24%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
58
Increased
140
Reduced
112
Closed
39
Calls
$2.44M
Puts
$3.85M
Net Calls
-$1.42M
Net Calls Change
-$3.39M
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
301
Institutional & Family Asset Management
Colorado
$35K
IAS
302
IMA Advisory Services
Colorado
$34K
LWCFA
303
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$33K
GRP
304
Global Retirement Partners
California
$30K +$460 +9 +1%
Simplex Trading
305
Simplex Trading
Illinois
$27K +$32K +626 New
TF
306
Tompkins Financial
New York
$26K
AF
307
Allworth Financial
California
$25K +$716 +14 +3%
SPIA
308
Steward Partners Investment Advisory
New York
$22K
TFP
309
Tilia Fiduciary Partners
North Carolina
$19K +$204 +4 +0.9%
PTC
310
Private Trust Company
Ohio
$16K +$9.2K +180 +90%
HCP
311
Hexagon Capital Partners
Arkansas
$15K +$16.3K +319 +938%
ME
312
McIlrath & Eck
Washington
$13K +$102 +2 +0.7%
LC
313
Lindbrook Capital
California
$13K +$307 +6 +2%
IA
314
IFP Advisors
Florida
$13K +$9.76K +191 +205%
LSA
315
Leonteq Securities AG
Switzerland
$11K +$562 +11 +5%
LF
316
Lee Financial
Texas
$10K
TWA
317
TCI Wealth Advisors
Arizona
$9K +$153 +3 +1%
GI
318
Gradient Investments
Minnesota
$9K +$10.6K +207 New
EWA
319
EverSource Wealth Advisors
Alabama
$8K -$50.3K -983 -85%
PAI
320
Pittenger & Anderson Inc
Nebraska
$8K
HR
321
Howe & Rusling
New York
$7K +$3.48K +68 +72%
CFGS
322
Concourse Financial Group Securities
Alabama
$7K +$6.29K +123 +280%
BIA
323
Bell Investment Advisors
California
$7K +$6.54K +128 +388%
AF
324
Advisornet Financial
Minnesota
$7K +$8.49K +166 New
TPCW
325
TD Private Client Wealth
New York
$6.82K