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Portland General Electric

390 hedge funds and large institutions have $4.55B invested in Portland General Electric in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 154 increasing their positions, 118 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

675% more call options, than puts

Call options by funds: $1.64M | Put options by funds: $212K

44% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 48

31% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 118

11% more capital invested

Capital invested by funds: $4.08B → $4.55B (+$470M)

5% more funds holding

Funds holding: 371390 (+19)

4.3% more ownership

Funds ownership: 99.55%103.85% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
390
Holders Change
+19
Holders Change %
+5.12%
% of All Funds
5.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
69
Increased
154
Reduced
118
Closed
48
Calls
$1.64M
Puts
$212K
Net Calls
+$1.43M
Net Calls Change
+$191K
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
301
Concourse Financial Group Securities
Alabama
$44.8K +$21.5K +517 +102%
IGWM
302
ICA Group Wealth Management
Colorado
$43.6K +$41.8K +1,006 New
CFS
303
CGC Financial Services
Oregon
$43.3K
HPC
304
HM Payson & Co
Maine
$43.3K
HSA
305
Hussman Strategic Advisors
Maryland
$43.3K
AF
306
Allworth Financial
California
$43K +$5.77K +139 +16%
Nomura Asset Management
307
Nomura Asset Management
Japan
$38.6K
MSWM
308
McGlone Suttner Wealth Management
Wisconsin
$38.3K +$36.7K +884 New
GI
309
GAMMA Investing
California
$37.6K +$38.1K +918 New
CPG
310
Custom Portfolio Group
Colorado
$34.6K +$32.7K +789 New
AWM
311
AllSquare Wealth Management
New York
$32.6K +$31.3K +753 New
BWM
312
BKM Wealth Management
Wisconsin
$32.5K +$31.2K +751 New
BBHC
313
Brown Brothers Harriman & Co
New York
$32.5K
Cohen & Steers
314
Cohen & Steers
New York
$31K +$4.77K +115 +19%
CT
315
Colonial Trust
South Carolina
$27.5K -$29.4K -709 -53%
Fifth Third Bancorp
316
Fifth Third Bancorp
Ohio
$27.5K +$17K +409 +182%
TF
317
Tompkins Financial
New York
$26K
JFGIW
318
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24.5K +$23.2K +560 New
HNB
319
Huntington National Bank
Ohio
$23.7K +$14.4K +346 +173%
RCM
320
Raleigh Capital Management
North Carolina
$23.6K +$6.6K +159 +41%
GRP
321
Global Retirement Partners
California
$22.3K +$3.15K +76 +16%
BTI
322
Blue Trust Inc
Georgia
$21K +$11.7K +282 +122%
PTC
323
Private Trust Company
Ohio
$20.1K +$2.86K +69 +17%
SAM
324
Smartleaf Asset Management
Massachusetts
$19.8K +$19K +457 New
BC
325
Bartlett & Co
Ohio
$18K