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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
AWM
326
Accurate Wealth Management
Florida
$18.6K +$17.4K +375 New
BEI
327
Benjamin Edwards Inc
Missouri
$18K +$17.5K +377 New
USCWA
328
U.S. Capital Wealth Advisors
Texas
$15.4K +$14.5K +314 New
ME
329
McIlrath & Eck
Washington
$14.6K +$93 +2 +0.7%
ASN
330
Advisory Services Network
Georgia
$14.2K +$13.4K +289 New
LF
331
Lee Financial
Texas
$11.5K
HCP
332
Hexagon Capital Partners
Arkansas
$10.5K -$6.44K -139 -39%
CSPIA
333
Cary Street Partners Investment Advisory
Virginia
$9.7K +$9.17K +198 New
CFGS
334
Concourse Financial Group Securities
Alabama
$9.69K +$1.34K +29 +17%
QL
335
Quarry LP
New York
$9.06K +$8.57K +185 New
IA
336
IFP Advisors
Florida
$9K -$4.26K -92 -32%
LC
337
Lindbrook Capital
California
$8.92K -$5.7K -123 -40%
AF
338
Advisornet Financial
Minnesota
$8.87K +$695 +15 +9%
PAI
339
Pittenger & Anderson Inc
Nebraska
$8.57K
TPCW
340
TD Private Client Wealth
New York
$7.69K
BIA
341
Bell Investment Advisors
California
$7.5K -$371 -8 -5%
GWS
342
Glassman Wealth Services
Virginia
$7.15K
BAM
343
Belpointe Asset Management
Nevada
$7.04K +$6.67K +144 New
DAM
344
Delta Asset Management
Tennessee
$6.32K +$5.98K +129 New
RCM
345
Raleigh Capital Management
North Carolina
$6.26K +$1.95K +42 +49%
UOTTAIMCU
346
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$6K
VCM
347
Versant Capital Management
Arizona
$5.88K +$46 +1 +0.8%
TWA
348
TCI Wealth Advisors
Arizona
$5.24K -$4.73K -102 -49%
NFSG
349
Newbridge Financial Services Group
Florida
$5.1K
FRA
350
Front Row Advisors
California
$5K