POR icon

Portland General Electric
POR

Overview Fund Activity

307 hedge funds and large institutions have $3.89B invested in Portland General Electric in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 115 increasing their positions, 112 reducing their positions, and 32 closing their positions.

Holders
307
Holders Change
-8
Holders Change %
-2.54%
% of All Funds
5.39%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
115
Reduced
112
Closed
32
Calls
$3.64M
Puts
$4.97M
Net Calls
-$1.33M
Net Calls Change
-$219K

Top Buyers

1
BlackRock
1
BlackRock
New York
$438M
2
Millennium Management
2
Millennium Management
New York
$30.7M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$58.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$205M
5
MFIMFI
5
Mesirow Financial Investment Management - Fixed Income
Illinois
$8.67M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$143M
3
Cohen & Steers
3
Cohen & Steers
New York
$81.1M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$241M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$34.4M
Name Market Value Shares Shares
Change 		Shares
Change %
TF
251
Tompkins Financial
New York
$56K 1,200 +1,200 New
GRP
252
Global Retirement Partners
California
$55K 1,176 +2 +0.2%
CMBA
253
C.M. Bidwell & Associates
Hawaii
$54K 1,145 +1,145 New
MIP
254
Mondrian Investment Partners
United Kingdom
$52K 1,101 – –
MSFP
255
Mark Sheptoff Financial Planning
Connecticut
$52K 1,100 – –
DWP
256
Destiny Wealth Partners
Florida
$51K 1,091 +1,091 New
AF
257
Allworth Financial
California
$49K 1,050 – –
HPC
258
HM Payson & Co
Maine
$47K 1,000 – –
LWM
259
Liberty Wealth Management
California
$44K 937 +9 +1%
IFAM
260
Institutional & Family Asset Management
Colorado
$38K 810 – –
IAS
261
IMA Advisory Services
Colorado
$37K 786 – –
LWCFA
262
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36K 768 – –
CIA
263
Cascade Investment Advisors
Oregon
$34.2K 727 – –
FRA
264
Front Row Advisors
California
$28K 595 – –
NICM
265
Neo Ivy Capital Management
New York
$26K 613 +613 New
QCG
266
Quadrant Capital Group
Ohio
$24K 503 +22 +5%
SPIA
267
Steward Partners Investment Advisory
New York
$23K 500 -42 -8%
CFA
268
Carroll Financial Associates
North Carolina
$22K 488 +9 +2%
LC
269
Lindbrook Capital
California
$17K 368 -19 -5%
COCM
270
Charter Oak Capital Management
New Hampshire
$14K 300 – –
ME
271
McIlrath & Eck
Washington
$14K 290 +2 +0.7%
PCG
272
Private Capital Group
Connecticut
$13K 283 -66 -19%
PFGIA
273
Patriot Financial Group Insurance Agency
Massachusetts
$12K 250 – –
LF
274
Lee Financial
Texas
$11K 235 – –
TWA
275
TCI Wealth Advisors
Arizona
$10K 206 – –
9 10
11
12 13