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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
PP
351
Pacifica Partners
Canada
$3.57K
BWL
352
Bogart Wealth LLC
Virginia
$3.25K
FWM
353
FSA Wealth Management
Massachusetts
$3K +$3.24K +78 New
MCM
354
Manchester Capital Management
Vermont
$2.69K -$83 -2 -3%
AAP
355
Arax Advisory Partners
Colorado
$2.69K +$2.57K +62 New
PS
356
Planned Solutions
California
$2.59K +$2.49K +60 New
BCMLT
357
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.43K
JWA
358
JFS Wealth Advisors
Pennsylvania
$2.38K +$1.49K +36 +189%
SN
359
Sittner & Nelson
Oregon
$2.17K
HI
360
Harbour Investments
Wisconsin
$2.04K +$1.95K +47 New
PA
361
Pineridge Advisors
Missouri
$1.91K +$1.83K +44 New
PWMG
362
Prestige Wealth Management Group
New Jersey
$1.89K
FMII
363
Farmers & Merchants Investments Inc
Nebraska
$1.78K
RWPA
364
Richard W. Paul & Associates
Michigan
$1.78K +$1.7K +41 New
BHWM
365
Bay Harbor Wealth Management
Maryland
$1.49K +$1.41K +34 New
FFA
366
Farther Finance Advisors
California
$1.49K +$498 +12 +55%
RFG
367
RFP Financial Group
Georgia
$1.39K
TH
368
TCTC Holdings
Texas
$1.21K +$1.16K +28 New
AT
369
Arlington Trust
Alabama
$1.17K +$1.12K +27 New
CPG
370
Cornerstone Planning Group
New Jersey
$1.08K
CAL
371
Capital Advisors Ltd
Ohio
$1K -$2.66K -64 -75%
TAM
372
Tucker Asset Management
Colorado
$910
SIC
373
SJS Investment Consulting
Ohio
$824 +$125 +3 +19%
AF
374
Advisornet Financial
Minnesota
$823 +$291 +7 +58%
PWA
375
Provenance Wealth Advisors
Florida
$780 -$42 -1 -5%