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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
BCM
201
Becker Capital Management
Oregon
$752K -$143K -3,453 -17%
Osaic Holdings
202
Osaic Holdings
Arizona
$747K -$120K -2,902 -14%
PI
203
PFG Investments
New York
$745K -$40.5K -976 -5%
Cetera Investment Advisers
204
Cetera Investment Advisers
Illinois
$697K +$58.7K +1,415 +10%
VPIM
205
Vanguard Personalized Indexing Management
California
$697K +$437K +10,520 +189%
PI
206
Putnam Investments
Massachusetts
$684K -$20.2K -487 -3%
Cambridge Investment Research Advisors
207
Cambridge Investment Research Advisors
Iowa
$675K -$32.2K -777 -5%
Mariner
208
Mariner
Kansas
$672K +$59.6K +1,437 +10%
X
209
Xponance
Pennsylvania
$634K +$11.7K +282 +2%
PAS
210
Park Avenue Securities
New York
$630K +$207K +4,992 +52%
Pictet Asset Management
211
Pictet Asset Management
Switzerland
$625K
GC
212
Guggenheim Capital
Illinois
$624K -$126K -3,027 -17%
VI
213
Versor Investments
New York
$598K
TRCT
214
Tower Research Capital (TRC)
New York
$596K +$349K +8,418 +158%
II
215
IFM Investors
Australia
$591K +$28.9K +697 +5%
KMWM
216
Keudell/Morrison Wealth Management
Oregon
$562K -$22.9K -551 -4%
ETC
217
Exchange Traded Concepts
Oklahoma
$557K
PCM
218
Penn Capital Management
Pennsylvania
$545K +$104K +2,497 +25%
HF
219
HRT Financial
New York
$541K +$519K +12,505 New
TYCC
220
Texas Yale Capital Corp
Florida
$533K -$77.3K -1,863 -13%
Rockefeller Capital Management
221
Rockefeller Capital Management
New York
$530K +$24.5K +591 +5%
PVH
222
Psagot Value Holdings
Israel
$513K +$74.6K +1,798 +18%
Wealth Enhancement Advisory Services
223
Wealth Enhancement Advisory Services
Minnesota
$479K +$78.6K +1,894 +21%
SOADOR
224
State of Alaska Department of Revenue
Alaska
$473K -$48.8K -1,175 -10%
FHB
225
First Hawaiian Bank
Hawaii
$459K -$45.9K -1,105 -9%