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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
AWM
376
Avior Wealth Management
Nebraska
$736
MRCM
377
M&R Capital Management
New Jersey
$650
SWM
378
Spire Wealth Management
Virginia
$648 +$664 +16 New
OCM
379
Orion Capital Management
California
$607
DWA
380
Delos Wealth Advisors
Texas
$521
AWM
381
Abound Wealth Management
Tennessee
$477 +$457 +11 New
DPW
382
DiNuzzo Private Wealth
Pennsylvania
$434 +$415 +10 New
IA
383
IFP Advisors
Florida
$390
CP
384
Castleview Partners
Texas
$173 +$166 +4 New
GI
385
Gradient Investments
Minnesota
$173 +$166 +4 New
BWM
386
Baystate Wealth Management
Massachusetts
$87
M
387
MOTCO
Texas
$87
Jones Financial Companies
388
Jones Financial Companies
Missouri
$87 +$83 +2 New
FGAM
389
Financial Gravity Asset Management
Texas
$4
ZP
390
Zimmer Partners
New York
-$71.3M -1,761,479 Closed
JAM
391
Jupiter Asset Management
United Kingdom
-$25.1M -620,772 Closed
GIP
392
Granite Investment Partners
California
-$6.74M -166,402 Closed
CSS
393
Cubist Systematic Strategies
Connecticut
-$6.14M -151,686 Closed
LIP
394
Lighthouse Investment Partners
Florida
-$5.21M -128,727 Closed
WCF
395
West Coast Financial
California
-$5.16M -127,361 Closed
FWC
396
First Washington Corp
Washington
-$4.04M -99,726 Closed
SFI
397
Susquehanna Fundamental Investments
Pennsylvania
-$4.01M -99,168 Closed
Citadel Advisors
398
Citadel Advisors
Florida
-$3.11M -74,896 Closed
Point72 Asset Management
399
Point72 Asset Management
Connecticut
-$2.93M -72,300 Closed
ECM
400
Element Capital Management
New York
-$2.61M -64,487 Closed