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Portland General Electric

410 hedge funds and large institutions have $4.59B invested in Portland General Electric in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 176 increasing their positions, 109 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 34

61% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 109

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more funds holding

Funds holding: 384410 (+26)

6% more capital invested

Capital invested by funds: $4.31B → $4.59B (+$279M)

1.67% more ownership

Funds ownership: 101.54%103.21% (+1.7%)

91% less call options, than puts

Call options by funds: $6.29M | Put options by funds: $71M

Holders
410
Holders Change
+26
Holders Change %
+6.77%
% of All Funds
5.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
66
Increased
176
Reduced
109
Closed
34
Calls
$6.29M
Puts
$71M
Net Calls
-$64.7M
Net Calls Change
-$43.9M
Name Holding Trade Value Shares
Change
Change in
Stake
S
301
SignatureFD
Georgia
$134K +$23.2K +539 +21%
CI Investments Inc
302
CI Investments Inc
Ontario, Canada
$118K +$51.5K +1,196 +78%
GI
303
GAMMA Investing
California
$117K +$82.4K +1,913 +244%
ACM
304
Aquatic Capital Management
Illinois
$112K -$961K -22,300 -90%
ST
305
Smithfield Trust
Pennsylvania
$112K
BFEC
306
Benjamin F. Edwards & Company
Missouri
$107K +$17.8K +413 +20%
KBC Group
307
KBC Group
Belgium
$99K
PA
308
Parallel Advisors
California
$96.2K +$8.75K +203 +10%
Lazard Asset Management
309
Lazard Asset Management
New York
$86K +$86.6K +2,011 New
PAS
310
Point72 Asia (Singapore)
Singapore
$85.6K -$7.63K -177 -8%
CFGS
311
Concourse Financial Group Securities
Alabama
$74.3K +$15.2K +353 +26%
QL
312
Quarry LP
New York
$70.7K +$63.8K +1,482 +962%
RI
313
Ridgewood Investments
New Jersey
$66.2K +$65.9K +1,530 New
LFA
314
LGT Financial Advisors
Texas
$56.5K -$88.6K -2,056 -61%
AAP
315
Arax Advisory Partners
Colorado
$56.5K +$53.6K +1,243 +1,973%
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$54.8K +$1.25K +29 +2%
Nomura Asset Management
317
Nomura Asset Management
Japan
$51.5K
RA
318
Ransom Advisory
Rhode Island
$50.8K +$50.6K +1,174 New
EWA
319
EverSource Wealth Advisors
Alabama
$49.9K +$1.29K +30 +3%
NCM
320
Northwest Capital Management
Oregon
$49.2K
HCP
321
Hexagon Capital Partners
Arkansas
$47.9K +$8.1K +188 +20%
MSFP
322
Mark Sheptoff Financial Planning
Connecticut
$47.6K
AWM
323
Avior Wealth Management
Nebraska
$47K +$603 +14 +1%
CFS
324
CGC Financial Services
Oregon
$43.2K
HPC
325
HM Payson & Co
Maine
$43.2K