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Portland General Electric

362 hedge funds and large institutions have $3.79B invested in Portland General Electric in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 140 increasing their positions, 112 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 39

25% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 112

5% more funds holding

Funds holding: 346362 (+16)

1.91% less ownership

Funds ownership: 99.49%97.58% (-1.9%)

12% less capital invested

Capital invested by funds: $4.29B → $3.79B (-$506M)

37% less call options, than puts

Call options by funds: $2.44M | Put options by funds: $3.85M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
362
Holders Change
+16
Holders Change %
+4.62%
% of All Funds
6.24%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
58
Increased
140
Reduced
112
Closed
39
Calls
$2.44M
Puts
$3.85M
Net Calls
-$1.42M
Net Calls Change
-$3.39M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
376
Cascade Investment Advisors
Oregon
-$35.1K -727 Closed
CIM
377
Chiron Investment Management
New York
-$19K -387 Closed
COCM
378
Charter Oak Capital Management
New Hampshire
-$18K -365 Closed
VVP
379
Venture Visionary Partners
Ohio
-$13.7K -283 Closed
PFGIA
380
Patriot Financial Group Insurance Agency
Massachusetts
-$12K -250 Closed
TSW
381
Thompson Siegel & Walmsley
Virginia
-$9K -181 Closed
PFS
382
Prospera Financial Services
Texas
-$8K -165 Closed
ZB
383
Zions Bancorporation
Utah
-$6K -127 Closed
EI
384
Ellevest Inc
New York
-$5K -95 Closed
SBL
385
Sargent Bickham Lagudis
Colorado
-$4K -85 Closed
Jones Financial Companies
386
Jones Financial Companies
Missouri
-$4K -78 Closed
CT
387
Cambridge Trust
Massachusetts
-$3K -53 Closed
SFG
388
Steward Financial Group
Texas
-$2K -50 Closed
TWP
389
TFO Wealth Partners
Ohio
-$2K -49 Closed
UB
390
UMB Bank
Missouri
-$2K -40 Closed
HFS
391
Heritage Financial Services
Massachusetts
-$1K -32 Closed
CHA
392
Carmichael Hill & Associates
Maryland
-$1K -27 Closed
PMFA
393
Plante Moran Financial Advisors
Michigan
-$1K -23 Closed
FHA
394
First Horizon Advisors
Tennessee
-$1K -21 Closed
SIS
395
Sound Income Strategies
Florida
-$1.07K -21 -75%
HGERS
396
Householder Group Estate & Retirement Specialist
Arizona
+$102 +2 New
SIC
397
SJS Investment Consulting
Ohio
+$511 +10 New
MA
398
MUFG Americas
New York
+$562 +11 New