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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
BIA
351
Bell Investment Advisors
California
$14.7K +$1.51K +35 +11%
ME
352
McIlrath & Eck
Washington
$13.4K +$86 +2 +0.6%
BCWM
353
Bartlett & Co Wealth Management
Ohio
$12.9K -$4.52K -105 -26%
PCMC
354
Planning Capital Management Corporation
Pennsylvania
$12.2K +$2.46K +57 +25%
Mitsubishi UFJ Asset Management
355
Mitsubishi UFJ Asset Management
Japan
$12.2K
VCM
356
Versant Capital Management
Arizona
$11.8K +$1.21K +28 +11%
CCA
357
Criterion Capital Advisors
Tennessee
$11.5K
Jones Financial Companies
358
Jones Financial Companies
Missouri
$11.4K +$11.4K +264 New
PWMG
359
Private Wealth Management Group
New Jersey
$11.3K +$11.3K +262 New
TCG
360
Transcendent Capital Group
Oklahoma
$9.25K +$603 +14 +7%
NS
361
NBC Securities
Alabama
$8K -$7.28K -169 -46%
PAI
362
Pittenger & Anderson Inc
Nebraska
$7.57K
PP
363
Pacifica Partners
Canada
$7.55K
DJSG
364
D.J. St. Germain
Massachusetts
$7.18K +$7.15K +166 New
PFC
365
Phocas Financial Corp
California
$7.1K +$1.92M +44,529 +37%
NA
366
NewEdge Advisors
Louisiana
$6.4K -$4.26K -99 -40%
FRA
367
Front Row Advisors
California
$5.55K -$646 -15 -11%
UOTTAIMCU
368
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5.1K
RFG
369
REAP Financial Group
Texas
$4.52K -$258 -6 -5%
NFSG
370
Newbridge Financial Services Group
Florida
$4.5K
HI
371
Harbour Investments
Wisconsin
$4.24K +$86 +2 +2%
EWP
372
Elevation Wealth Partners
California
$3.29K +$3.27K +76 New
BWL
373
Bogart Wealth LLC
Virginia
$3.24K
CA
374
Centerpoint Advisors
Massachusetts
$3K +$2.67K +62 New
MCM
375
Manchester Capital Management
Vermont
$2.73K