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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
CA
376
Continuum Advisory
Idaho
$2.55K
FHA
377
First Horizon Advisors
Tennessee
$2.25K +$1.59K +37 +247%
SN
378
Sittner & Nelson
Oregon
$2.16K
CFB
379
Cullen/Frost Bankers
Texas
$2.12K +$2.11K +49 New
Cohen & Steers
380
Cohen & Steers
New York
$2K -$29.5K -684 -95%
JWA
381
JFS Wealth Advisors
Pennsylvania
$1.95K
RIL
382
Rothschild Investment LLC
Illinois
$1.95K +$1.51K +35 +350%
PA
383
Pineridge Advisors
Missouri
$1.93K +$43 +1 +2%
PWMG
384
Prestige Wealth Management Group
New Jersey
$1.88K
IAIM
385
International Assets Investment Management
Florida
$1.82K +$1.81K +42 New
FMII
386
Farmers & Merchants Investments Inc
Nebraska
$1.77K
RWPA
387
Richard W. Paul & Associates
Michigan
$1.77K
BHWM
388
Bay Harbor Wealth Management
Maryland
$1.44K
TH
389
TCTC Holdings
Texas
$1.21K
LIA
390
Lynx Investment Advisory
District of Columbia
$1.17K +$1.16K +27 New
CAL
391
Capital Advisors Ltd
Ohio
$1K
CAL
392
Capital Analysts LLC
Pennsylvania
$1K +$732 +17 New
OWA
393
Opal Wealth Advisors
New York
$952 +$948 +22 New
AF
394
Advisornet Financial
Minnesota
$778
PWA
395
Provenance Wealth Advisors
Florida
$778
SIC
396
SJS Investment Consulting
Ohio
$736 +$129 +3 +21%
FNWA
397
Financial Network Wealth Advisors
Utah
$692 +$689 +16 New
MRCM
398
M&R Capital Management
New Jersey
$649
KFI
399
Key Financial Inc
Pennsylvania
$649 +$646 +15 New
BAM
400
Belpointe Asset Management
Nevada
$645 +$646 +15 New