Portland General Electric
384 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, 145 increasing their positions, 142 reducing their positions, and 46 closing their positions.
2% more repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 142
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
7% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 46
2% less funds holding
Funds holding: 390 → 384 (-6)
2.31% less ownership
Funds ownership: 103.85% → 101.54% (-2.3%)
5% less capital invested
Capital invested by funds: $4.55B → $4.31B (-$240M)
92% less call options, than puts
Call options by funds: $1.87M | Put options by funds: $22.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$59.1M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$25M |
| 3 |
HHAM
HITE Hedge Asset Management
Braintree,
Massachusetts
|
+$24.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$20.6M |
| 5 |
CCM
Channing Capital Management
Chicago,
Illinois
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$89M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$62.7M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$28M |
| 4 |
Millennium Management
New York
|
-$25.9M |
| 5 |
LP
LMR Partners
London,
United Kingdom
|
-$24.8M |
POR Hedge Fund Activity: Q1 2024 in Review
384 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Portland General Electric (POR) for Q1 2024, worth a combined $4.31B — down 5.3% from $4.55B a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of POR and 43 opened new positions — a net loss of 3 holders — while 142 trimmed existing stakes and 145 added.
The largest buyer was Fuller & Thaler Asset Management, adding an estimated $59.1M. The largest seller was Morgan Stanley, cutting an estimated $89M.
- 384 institutional investors held Portland General Electric (POR) as of Q1 2024, down from 390 in Q4 2023.
- Funds reported $4.31B of Portland General Electric stock for Q1 2024, down 5.3% quarter-over-quarter.
- 43 funds opened new Portland General Electric positions in Q1 2024 and 46 closed out, a net change of -3 holders.
- The largest Portland General Electric buyer in Q1 2024 was Fuller & Thaler Asset Management, an estimated $59.1M added.
- The largest Portland General Electric seller in Q1 2024 was Morgan Stanley, an estimated $89M sold.
Based on aggregated 13F filings for Q1 2024.