We are live on ! Find out more
POR icon

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
HF
326
HRT Financial
New York
-$1.57M -33,380 Closed
RJFSA
327
Raymond James Financial Services Advisors
Florida
-$1.03M -21,941 Closed
BAM
328
Blueshift Asset Management
New Jersey
-$726K -15,444 Closed
DT
329
Diversified Trust
Tennessee
-$601K -12,796 Closed
Los Angeles Capital Management
330
Los Angeles Capital Management
California
-$528K -11,229 Closed
CGIM
331
Cannon Global Investment Management
Florida
-$517K -11,000 Closed
TF
332
TIAA FSB
Florida
-$501K -10,672 Closed
GCP
333
GSA Capital Partners
United Kingdom
-$335K -7,139 Closed
KACA
334
Kayne Anderson Capital Advisors
California
-$310K -6,600 Closed
BFM
335
Boothbay Fund Management
New York
-$232K -4,944 Closed
GRP
336
Global Retirement Partners
California
-$55K -1,176 Closed
CMBA
337
C.M. Bidwell & Associates
Hawaii
-$54K -1,145 Closed
DWP
338
Destiny Wealth Partners
Florida
-$51K -1,091 Closed
LWM
339
Liberty Wealth Management
California
-$44K -937 Closed
NICM
340
Neo Ivy Capital Management
New York
-$26K -613 Closed
CFA
341
Carroll Financial Associates
North Carolina
-$22K -488 Closed
GPA
342
Guidance Point Advisors
Massachusetts
-$8K -185 Closed
TAIM
343
TD Ameritrade Investment Management
Nebraska
-$6K -177 Closed
VCM
344
Vigilant Capital Management
Maine
-$4K -75 Closed
FHA
345
First Horizon Advisors
Tennessee
-$3K -64 Closed
PHK
346
Point72 Hong Kong
Hong Kong
-$2K -41 Closed
OSAM
347
O'Shaughnessy Asset Management
Connecticut
-$1K -29 Closed
FCAS
348
First Command Advisory Services
Texas
-$1K -23 Closed
SCA
349
Stonebridge Capital Advisors
Minnesota
-$1K -20 Closed
CCM
350
Chilton Capital Management
Texas
+$150 +3 New