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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
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$13.9M +$10.6M +255,292 +384%
Voloridge Investment Management
52
Voloridge Investment Management
Florida
$13.6M +$7.77M +187,292 +149%
Boston Partners
53
Boston Partners
Massachusetts
$12.5M -$365K -8,798 -3%
GF
54
Gabelli Funds
New York
$12.4M +$291K +7,000 +3%
HA
55
Heartland Advisors
Wisconsin
$11M -$1.06M -25,626 -10%
Canada Pension Plan Investment Board
56
Canada Pension Plan Investment Board
Ontario, Canada
$10.7M +$1.74M +42,000 +20%
RJA
57
Raymond James & Associates
Florida
$10.6M +$805K +19,394 +9%
Wells Fargo
58
Wells Fargo
California
$10.6M -$106K -2,561 -1%
MIIM
59
Mesirow Institutional Investment Management
Illinois
$10.5M +$782K +18,838 +8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
60
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.3M +$9.84M +237,000 New
SFM
61
Systematic Financial Management
New Jersey
$10.2M -$303K -7,290 -3%
Two Sigma Investments
62
Two Sigma Investments
New York
$10.1M -$2.73M -65,792 -22%
GT
63
Glenmede Trust
Pennsylvania
$10.1M -$305K -7,354 -3%
Deutsche Bank
64
Deutsche Bank
Germany
$9.67M +$2.29M +55,197 +33%
WCM
65
Wedge Capital Management
North Carolina
$9.56M -$1.35M -32,647 -13%
RGC
66
Redwood Grove Capital
California
$9.12M +$2.72M +65,500 +45%
Swiss National Bank
67
Swiss National Bank
Switzerland
$8.63M -$548K -13,200 -6%
COPPSERS
68
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.22M +$434K +10,467 +6%
Natixis Advisors
69
Natixis Advisors
Massachusetts
$8.21M +$5.41M +130,343 +221%
AIG
70
American International Group
New York
$8.08M -$156K -3,759 -2%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$7.76M -$24.4M -586,815 -77%
MHI
72
Miller Howard Investments
New York
$7.69M -$27.9M -671,796 -79%
Man Group
73
Man Group
United Kingdom
$7.38M +$7.07M +170,233 New
State of Wisconsin Investment Board
74
State of Wisconsin Investment Board
Wisconsin
$7.28M +$219K +5,271 +3%
Squarepoint
75
Squarepoint
New York
$7.28M +$841K +20,253 +14%