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Portland General Electric

390 hedge funds and large institutions have $4.72B invested in Portland General Electric in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 143 increasing their positions, 130 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

117% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 29

76% more call options, than puts

Call options by funds: $3.24M | Put options by funds: $1.84M

25% more capital invested

Capital invested by funds: $3.79B → $4.72B (+$936M)

11.69% more ownership

Funds ownership: 97.58%109.27% (+12%)

10% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 130

8% more funds holding

Funds holding: 362390 (+28)

Holders
390
Holders Change
+28
Holders Change %
+7.73%
% of All Funds
6.27%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.13%
New
63
Increased
143
Reduced
130
Closed
29
Calls
$3.24M
Puts
$1.84M
Net Calls
+$1.4M
Net Calls Change
+$2.82M
Name Holding Trade Value Shares
Change
Change in
Stake
S
301
SignatureFD
Georgia
$55.9K -$22.3K -482 -30%
MSFP
302
Mark Sheptoff Financial Planning
Connecticut
$53.9K
PA
303
Parallel Advisors
California
$53.2K -$5.47K -118 -10%
BBHC
304
Brown Brothers Harriman & Co
New York
$51.6K
HPC
305
HM Payson & Co
Maine
$49.3K +$278 +6 +0.6%
HNB
306
Huntington National Bank
Ohio
$49K -$2.92K -63 -6%
HSA
307
Hussman Strategic Advisors
Maryland
$49K
EWA
308
EverSource Wealth Advisors
Alabama
$48.8K +$38.1K +822 +475%
Nomura Asset Management
309
Nomura Asset Management
Japan
$43.6K
GRP
310
Global Retirement Partners
California
$40.9K +$7.46K +161 +24%
IAS
311
IMA Advisory Services
Colorado
$38.7K
LWCFA
312
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$37.6K
NA
313
NewEdge Advisors
Louisiana
$37.4K +$36.1K +780 New
IFAM
314
Institutional & Family Asset Management
Colorado
$33.6K -$5.79K -125 -15%
AF
315
Allworth Financial
California
$31.9K +$3.85K +83 +15%
TF
316
Tompkins Financial
New York
$29K
CS
317
Comerica Securities
Michigan
$28K +$26.2K +566 New
Group One Trading
318
Group One Trading
Illinois
$24.5K -$148K -3,200 -86%
SPIA
319
Steward Partners Investment Advisory
New York
$24.5K
TFP
320
Tilia Fiduciary Partners
North Carolina
$21.7K +$232 +5 +1%
DJSG
321
D.J. St. Germain
Massachusetts
$21.1K +$19.9K +430 New
PTC
322
Private Trust Company
Ohio
$20K +$1.39K +30 +8%
BC
323
Bartlett & Co
Ohio
$20K +$18.5K +400 New
BCWM
324
Bartlett & Co Wealth Management
Ohio
$19.8K +$18.5K +400 New
QCG
325
Quadrant Capital Group
Ohio
$19.1K -$70.4K -1,519 -80%