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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
HSA
326
Hussman Strategic Advisors
Maryland
$43.2K
SAM
327
Smartleaf Asset Management
Massachusetts
$41.4K +$19.9K +463 +93%
A
328
AlphaQuest
New York
$40.1K +$40K +928 New
BTI
329
Blue Trust Inc
Georgia
$39K +$19.4K +451 +95%
Fifth Third Bancorp
330
Fifth Third Bancorp
Ohio
$38.2K
CPG
331
Custom Portfolio Group
Colorado
$34.5K
ATPW
332
Ashton Thomas Private Wealth
Arizona
$33.2K +$33K +767 New
AWM
333
AllSquare Wealth Management
New York
$32.6K
BBHC
334
Brown Brothers Harriman & Co
New York
$32.4K
MG
335
Mather Group
Illinois
$28.5K -$4.91K -114 -14%
TF
336
Tompkins Financial
New York
$25.9K
W
337
WealthCollab
Washington
$25.4K
RCM
338
Raleigh Capital Management
North Carolina
$25.3K +$7.07K +164 +39%
MPWT
339
MassMutual Private Wealth & Trust
Connecticut
$25.1K +$22.1K +514 +767%
RA
340
Rise Advisors
New York
$24.8K +$302 +7 +1%
HNB
341
Huntington National Bank
Ohio
$23.7K +$129 +3 +0.6%
LI
342
LRI Investments
Florida
$23.5K +$19K +441 +432%
PD
343
Point72 (DIFC)
United Arab Emirates
$23.4K +$23.4K +542 New
CIBC Private Wealth Group
344
CIBC Private Wealth Group
Georgia
$22.6K +$1.42K +33 +7%
GRP
345
Global Retirement Partners
California
$20K +$9K +209 +83%
PTC
346
Private Trust Company
Ohio
$19.8K -$862 -20 -4%
LC
347
Lindbrook Capital
California
$19.2K +$11.1K +257 +137%
PFBT
348
Parkside Financial Bank & Trust
Missouri
$18.5K +$603 +14 +3%
SS
349
Sunbelt Securities
Texas
$17.6K
AF
350
Allworth Financial
California
$16.5K -$24.1K -560 -61%