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Portland General Electric
POR

Overview Fund Activity

325 hedge funds and large institutions have $4.35B invested in Portland General Electric in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 104 increasing their positions, 114 reducing their positions, and 25 closing their positions.

Holders
325
Holders Change
+18
Holders Change %
+5.86%
% of All Funds
5.02%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
47
Increased
104
Reduced
114
Closed
25
Calls
$2.99M
Puts
$3.94M
Net Calls
-$942K
Net Calls Change
+$387K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$72.2M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$61.8M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$499M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$48.9M
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$10.3M

Top Sellers

1
Invesco
1
Invesco
Georgia
$30.6M
2
BlackRock
2
BlackRock
New York
$468M
3
Millennium Management
3
Millennium Management
New York
$12.8M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
TSW
5
Thompson Siegel & Walmsley
Virginia
$72K
Name Market Value Shares Shares
Change 		Shares
Change %
HIS
251
Horizon Investment Services
Indiana
$218K 4,123 +4,123 New
TPWA
252
TRUE Private Wealth Advisors
Oregon
$204K 3,856 +3,856 New
BJL
253
Brighton Jones LLC
Washington
$200K 3,774 +3,774 New
PNC Financial Services Group
254
PNC Financial Services Group
Pennsylvania
$186K 3,506 +1,246 +55%
AP
255
Arlington Partners
Alabama
$170K 3,208 – –
Nisa Investment Advisors
256
Nisa Investment Advisors
Missouri
$168K 3,200 – –
SN
257
Sittner & Nelson
Oregon
$108K 2,050 +2,000 +4,000%
CI Investments Inc
258
CI Investments Inc
Ontario, Canada
$91K 1,728 -898 -34%
TRCT
259
Tower Research Capital (TRC)
New York
$78K 1,471 -6,157 -81%
TSW
260
Thompson Siegel & Walmsley
Virginia
$72K 1,363 -324,812 -100%
PA
261
Parallel Advisors
California
$67K 1,271 -209 -14%
HNB
262
Huntington National Bank
Ohio
$67K 1,265 -62 -5%
TF
263
Tompkins Financial
New York
$64K 1,200 – –
S
264
SignatureFD
Georgia
$61K 1,148 -62 -5%
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$58K 1,088 -1,726 -61%
MSFP
266
Mark Sheptoff Financial Planning
Connecticut
$58K 1,100 – –
MIP
267
Mondrian Investment Partners
United Kingdom
$58K 1,101 – –
AF
268
Allworth Financial
California
$56K 1,050 – –
CWS
269
Confluence Wealth Services
Pennsylvania
$56K 1,071 +1,071 New
HPC
270
HM Payson & Co
Maine
$53K 1,000 – –
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$44K 823 +823 New
IFAM
272
Institutional & Family Asset Management
Colorado
$43K 810 – –
IAS
273
IMA Advisory Services
Colorado
$42K 786 – –
LWCFA
274
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41K 768 – –
FAG
275
Fortitude Advisory Group
Washington
$41K 766 +766 New
9 10
11
12 13