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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
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$7.22M -$569K -13,701 -8%
Comerica Bank
77
Comerica Bank
Texas
$7.08M -$448K -10,787 -6%
Nordea Investment Management
78
Nordea Investment Management
Sweden
$7.07M -$160K -3,861 -2%
UBS AM
79
UBS AM
Illinois
$7.06M +$1.66M +39,896 +32%
SAM
80
Silvercrest Asset Management
New York
$7.02M -$10.4K -250 -0.2%
MOACM
81
Mutual of America Capital Management
New York
$6.87M -$202K -4,860 -3%
ZIM
82
Zacks Investment Management
Illinois
$6.58M -$82.9K -1,998 -1%
AG
83
Algert Global
California
$6.54M +$1.56M +37,617 +33%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.32M -$14.8K -357 -0.2%
JGUA
85
John G. Ullman & Associates
New York
$6.26M +$629K +15,150 +12%
GLA
86
Great Lakes Advisors
Illinois
$6.2M -$2M -48,123 -25%
SI
87
Sapience Investments
California
$6.06M -$990K -23,865 -15%
SEI Investments
88
SEI Investments
Pennsylvania
$5.88M -$303K -7,302 -5%
Russell Investments Group
89
Russell Investments Group
United Kingdom
$5.86M -$531K -12,789 -9%
Federated Hermes
90
Federated Hermes
Pennsylvania
$5.81M -$1.61M -38,856 -22%
Retirement Systems of Alabama
91
Retirement Systems of Alabama
Alabama
$5.49M +$17.6K +423 +0.3%
DIA
92
Dana Investment Advisors
Wisconsin
$5.4M +$5.17M +124,506 New
PPL
93
PATRIZIA Pty Ltd
Australia
$5.37M -$4.21M -101,341 -45%
PFC
94
Phocas Financial Corp
California
$5.33M +$92.8K +2,236 +2%
MAP
95
Moody Aldrich Partners
Massachusetts
$4.87M -$161K -3,868 -3%
MIM
96
MetLife Investment Management
New Jersey
$4.69M +$45K +1,084 +1%
SC
97
Sagefield Capital
Texas
$4.67M +$959K +23,097 +27%
California State Teachers Retirement System (CalSTRS)
98
California State Teachers Retirement System (CalSTRS)
California
$4.66M -$3.9K -94 -0.1%
Franklin Resources
99
Franklin Resources
California
$4.54M -$1.5M -36,074 -26%
CS
100
Credit Suisse
Switzerland
$4.24M +$339K +8,173 +9%