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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
SS
326
Sunbelt Securities
Texas
$17.6K
BCWM
327
Bartlett & Co Wealth Management
Ohio
$17.6K
BIA
328
Bell Investment Advisors
California
$16.6K +$13.9K +336 +700%
HCP
329
Hexagon Capital Partners
Arkansas
$16.6K +$6.93K +167 +78%
W
330
WealthCollab
Washington
$15.9K +$15.3K +368 New
NS
331
NBC Securities
Alabama
$15K +$5.81K +140 +63%
PFBT
332
Parkside Financial Bank & Trust
Missouri
$15K +$1.29K +31 +10%
NA
333
NewEdge Advisors
Louisiana
$14.2K +$13.1K +315 +2,625%
ME
334
McIlrath & Eck
Washington
$13.3K +$83 +2 +0.7%
LF
335
Lee Financial
Texas
$12.6K +$2.28K +55 +23%
CCA
336
Criterion Capital Advisors
Tennessee
$12.1K +$11.6K +280 New
ASN
337
Advisory Services Network
Georgia
$11.5K +$11K +264 New
Allspring Global Investments
338
Allspring Global Investments
North Carolina
$10.7K -$2.83M -68,219 -100%
QL
339
Quarry LP
New York
$9.62K -$16.5K -397 -64%
GWS
340
Glassman Wealth Services
Virginia
$8.88K +$2.45K +59 +40%
HCM
341
Highlander Capital Management
New Jersey
$8.67K
TCG
342
Transcendent Capital Group
Oklahoma
$8.67K +$8.3K +200 New
PAI
343
Pittenger & Anderson Inc
Nebraska
$7.58K
RFG
344
REAP Financial Group
Texas
$5.23K +$5.02K +121 New
UOTTAIMCU
345
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5.11K
VCM
346
Versant Capital Management
Arizona
$4.9K -$1.49K -36 -24%
NFSG
347
Newbridge Financial Services Group
Florida
$4.51K
IPW
348
Impact Partnership Wealth
Georgia
$4.33K
FFO
349
Fortitude Family Office
Arizona
$4.25K +$4.07K +98 New
LC
350
Lindbrook Capital
California
$4.03K -$5.02K -121 -57%