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Portland General Electric
POR

Overview Fund Activity

319 hedge funds and large institutions have $3.94B invested in Portland General Electric in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 114 increasing their positions, 110 reducing their positions, and 44 closing their positions.

Holders
319
Holders Change
+3
Holders Change %
+0.95%
% of All Funds
5.62%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.09%
New
49
Increased
114
Reduced
110
Closed
44
Calls
$2.11M
Puts
$1.92M
Net Calls
+$191K
Net Calls Change
-$2.47M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$218M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$251M
3
Cohen & Steers
3
Cohen & Steers
New York
$93.3M
4
TSW
4
Thompson Siegel & Walmsley
Virginia
$16.9M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$17.2M

Top Sellers

1
Parnassus Investments
1
Parnassus Investments
California
$0
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$101M
3
JAM
3
Jupiter Asset Management
United Kingdom
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$418M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$6.87M
Name Market Value Shares Shares
Change 		Shares
Change %
CI Investments Inc
251
CI Investments Inc
Ontario, Canada
$74K 1,552 +24 +2%
HNB
252
Huntington National Bank
Ohio
$59K 1,249 +249 +25%
TF
253
Tompkins Financial
New York
$57K 1,200 -10 -0.8%
AF
254
Allworth Financial
California
$56K 1,183 +133 +13%
MIP
255
Mondrian Investment Partners
United Kingdom
$56K 1,101 +1,101 New
GRP
256
Global Retirement Partners
California
$55K 1,162 +554 +91%
S
257
SignatureFD
Georgia
$54K 1,147 +199 +21%
PA
258
Parallel Advisors
California
$53K 1,118 +118 +12%
BCA
259
Berman Capital Advisors
Georgia
$53K 1,124 +510 +83%
MSFP
260
Mark Sheptoff Financial Planning
Connecticut
$52K 1,100 – –
HPC
261
HM Payson & Co
Maine
$47K 1,000 – –
PO
262
Private Ocean
California
$47K 1,000 – –
Jones Financial Companies
263
Jones Financial Companies
Missouri
$46K 977 +925 +1,779%
IFAM
264
Institutional & Family Asset Management
Colorado
$38K 810 – –
Simplex Trading
265
Simplex Trading
Illinois
$38K 812 +812 New
IAS
266
IMA Advisory Services
Colorado
$37K 786 – –
AIL
267
AGF Investments LLC
Ontario, Canada
$36K 756 +465 +160%
CIA
268
Cascade Investment Advisors
Oregon
$34.5K 727 – –
CFA
269
Carroll Financial Associates
North Carolina
$22K 479 +205 +75%
QCG
270
Quadrant Capital Group
Ohio
$21K 447 +149 +50%
LC
271
Lindbrook Capital
California
$18K 387 +159 +70%
PCG
272
Private Capital Group
Connecticut
$16K 337 -1 -0.3%
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$14K 302 – –
COCM
274
Charter Oak Capital Management
New Hampshire
$14K 300 – –
GSAM
275
Grant Street Asset Management
Pennsylvania
$12K 250 -250 -50%
9 10
11
12 13