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Portland General Electric

319 hedge funds and large institutions have $3.94B invested in Portland General Electric in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 114 increasing their positions, 110 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

11% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 44

11% more capital invested

Capital invested by funds: $3.55B → $3.94B (+$386M)

10% more call options, than puts

Call options by funds: $2.11M | Put options by funds: $1.92M

4% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 110

1% more funds holding

Funds holding: 316319 (+3)

0.24% more ownership

Funds ownership: 92.74%92.98% (+0.24%)

Holders
319
Holders Change
+3
Holders Change %
+0.95%
% of All Funds
5.6%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.09%
New
49
Increased
114
Reduced
110
Closed
44
Calls
$2.11M
Puts
$1.92M
Net Calls
+$191K
Net Calls Change
-$2.47M
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
26
GW&K Investment Management
Massachusetts
$36M +$3.88M +88,847 +13%
FCM
27
Frontier Capital Management
Massachusetts
$35.2M -$12.1M -276,620 -27%
Ameriprise
28
Ameriprise
Minnesota
$32.9M -$2.38M -54,551 -7%
Legal & General Group
29
Legal & General Group
United Kingdom
$32M +$1.09M +24,917 +4%
MHI
30
Miller Howard Investments
New York
$31.7M -$567K -12,977 -2%
Fidelity International
31
Fidelity International
Bermuda
$29.6M -$4.37M -100,000 -14%
RCAMU
32
Rothschild & Co Asset Management US
Connecticut
$28M +$5.13M +117,537 +25%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$27.5M -$385K -8,814 -2%
Lord, Abbett & Co
34
Lord, Abbett & Co
New Jersey
$26.2M -$1.49M -34,044 -6%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$24M -$990K -22,665 -4%
N
36
Nuveen
North Carolina
$23.6M -$2.18M -49,967 -9%
Norges Bank
37
Norges Bank
Norway
$22.6M -$4.22M -96,696 -17%
PPA
38
Parametric Portfolio Associates
Washington
$21.9M -$569K -13,043 -3%
LSV Asset Management
39
LSV Asset Management
Illinois
$21.9M +$4.2M +96,194 +26%
Jacobs Levy Equity Management
40
Jacobs Levy Equity Management
New Jersey
$21.4M +$481K +11,024 +3%
PCA
41
Personal Capital Advisors
California
$19M +$1.56M +35,637 +10%
Wells Fargo
42
Wells Fargo
California
$18.8M -$2.23M -51,176 -11%
HHAM
43
HITE Hedge Asset Management
Massachusetts
$18.5M +$8.06M +184,548 +90%
ClearBridge Investments
44
ClearBridge Investments
New York
$17.2M +$14.9M +341,048 +1,590%
TSW
45
Thompson Siegel & Walmsley
Virginia
$16.9M +$15.5M +354,768 +50,681%
Victory Capital Management
46
Victory Capital Management
Texas
$16.1M -$503K -11,514 -3%
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$15.2M
JMPWA
48
JP Morgan Private Wealth Advisors
California
$14.6M -$1.11M -25,362 -8%
ProShare Advisors
49
ProShare Advisors
Maryland
$14.1M +$2.76M +63,243 +27%
SEI Investments
50
SEI Investments
Pennsylvania
$13.7M +$2.41M +55,301 +24%