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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
AIP
151
Ameritas Investment Partners
Nebraska
$1.42M +$12K +290 +0.9%
TRSOTSOK
152
Teachers Retirement System of the State of Kentucky
Kentucky
$1.4M
DA
153
Duality Advisers
Florida
$1.39M +$1.33M +32,108 New
CM
154
Crestline Management
Texas
$1.39M +$1.33M +32,000 New
Citigroup
155
Citigroup
New York
$1.38M +$354K +8,530 +36%
AI
156
Atom Investors
Texas
$1.32M -$687K -16,560 -35%
BGIM
157
Brandywine Global Investment Management
Pennsylvania
$1.3M +$21.7K +523 +2%
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.29M
Janney Montgomery Scott
159
Janney Montgomery Scott
Pennsylvania
$1.29M -$83.3K -2,006 -6%
UBS Group
160
UBS Group
Switzerland
$1.25M -$51.6K -1,243 -4%
OPERF
161
Oregon Public Employees Retirement Fund
Oregon
$1.24M +$8.3K +200 +0.7%
LSERS
162
Louisiana State Employees Retirement System
Louisiana
$1.23M -$8.3K -200 -0.7%
ASRS
163
Arizona State Retirement System
Arizona
$1.22M +$31.1K +749 +3%
Allianz Asset Management
164
Allianz Asset Management
Germany
$1.21M +$139K +3,361 +14%
BC
165
Broadwater Capital
Massachusetts
$1.21M +$1.16M +27,864 New
State Board of Administration of Florida Retirement System
166
State Board of Administration of Florida Retirement System
Florida
$1.2M
Commonwealth Equity Services
167
Commonwealth Equity Services
Massachusetts
$1.2M -$42.9K -1,034 -4%
Ensign Peak Advisors
168
Ensign Peak Advisors
Utah
$1.2M
Stifel Financial
169
Stifel Financial
Missouri
$1.19M -$107K -2,589 -9%
LPL Financial
170
LPL Financial
California
$1.19M -$81K -1,951 -7%
QC
171
Quadrature Capital
United Kingdom
$1.18M +$1.13M +27,254 New
GCM
172
Greenland Capital Management
New York
$1.18M -$1.09M -26,260 -49%
ACM
173
Aquatic Capital Management
Illinois
$1.17M -$87.2K -2,100 -7%
American Century Companies
174
American Century Companies
Missouri
$1.16M -$14.8K -356 -1%
MAM
175
Martingale Asset Management
Massachusetts
$1.12M -$833K -20,060 -44%