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Portland General Electric
POR

Overview Fund Activity

382 hedge funds and large institutions have $4.31B invested in Portland General Electric in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 144 increasing their positions, 141 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
-6
Holders Change %
-1.55%
% of All Funds
5.54%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
43
Increased
144
Reduced
141
Closed
46
Calls
$1.87M
Puts
$22.6M
Net Calls
-$20.8M
Net Calls Change
-$22.2M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$148M
2
Invesco
Invesco
Georgia
$77.3M
3
HHAM
HITE Hedge Asset Management
Massachusetts
$58.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$28.5M
5
CCM
Channing Capital Management
Illinois
$62.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$66.3M
2
First Trust Advisors
First Trust Advisors
Illinois
$4.98M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$46.6M
4
Millennium Management
Millennium Management
New York
$14.4M
5
LP
LMR Partners
United Kingdom
$3.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIR
226
James Investment Research
Ohio
$442K – – –
NSEDCP
227
NJ State Employees Deferred Compensation Plan
New Jersey
$420K – – –
Public Employees Retirement Association of Colorado
228
Public Employees Retirement Association of Colorado
Colorado
$412K – – –
Envestnet Portfolio Solutions
229
Envestnet Portfolio Solutions
Illinois
$407K -$6.43K -153 -2%
Axa
230
Axa
France
$401K +$401K +9,553 New
I
231
InceptionR
California
$393K +$73.5K +1,749 +23%
SAM
232
Silvercrest Asset Management
New York
$387K -$6.41M -152,700 -94%
FHB
233
First Hawaiian Bank
Hawaii
$379K -$66.2K -1,577 -15%
SAM
234
Securian Asset Management
Minnesota
$348K -$9.24K -220 -3%
SSA
235
Schonfeld Strategic Advisors
New York
$343K +$343K +8,167 New
PNC Financial Services Group
236
PNC Financial Services Group
Pennsylvania
$342K -$81.9K -1,950 -19%
CAPTRUST Financial Advisors
237
CAPTRUST Financial Advisors
North Carolina
$336K -$41.7K -993 -11%
BEI
238
Benjamin Edwards Inc
Missouri
$335K +$112K +2,665 +50%
MC
239
Maverick Capital
Texas
$334K +$334K +7,956 New
OWA
240
Outlook Wealth Advisors
Texas
$332K -$26.6K -633 -7%
William Blair & Company
241
William Blair & Company
Illinois
$326K -$57.5K -1,369 -15%
RFC
242
Regions Financial Corp
Alabama
$315K +$2.35K +56 +0.8%
DFCM
243
Dark Forest Capital Management
Puerto Rico
$313K +$313K +7,445 New
RJFSA
244
Raymond James Financial Services Advisors
Florida
$309K +$51.5K +1,227 +20%
KI
245
Kapitalo Investimentos
Brazil
$308K +$122K +2,910 +66%
CGH
246
Crossmark Global Holdings
Texas
$308K +$39.3K +935 +15%
JFGIW
247
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$304K +$281K +6,606 +1,180%
TCOV
248
Trust Company of Vermont
Vermont
$298K -$146K -3,474 -33%
SG Americas Securities
249
SG Americas Securities
New York
$294K +$60.5K +1,439 +26%
JCM
250
Jacobi Capital Management
Pennsylvania
$290K +$29.8K +710 +11%
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