Portland General Electric
336 hedge funds and large institutions have $4.75B invested in Portland General Electric in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 127 reducing their positions, and 29 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
28% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 29
2% more funds holding
Funds holding: 329 → 336 (+7)
4% more capital invested
Capital invested by funds: $4.57B → $4.75B (+$176M)
0.26% less ownership
Funds ownership: 95.07% → 94.81% (-0.26%)
11% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 127
65% less call options, than puts
Call options by funds: $400K | Put options by funds: $1.15M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$72.5M |
| 2 |
Millennium Management
New York
|
+$48.3M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$25.8M |
| 4 |
BlackRock
New York
|
+$21.4M |
| 5 |
ECM
ExodusPoint Capital Management
New York
|
+$16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$112M |
| 2 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$45.3M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$20.1M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$18.1M |
| 5 |
Goldman Sachs
New York
|
-$15.2M |
POR Hedge Fund Activity: Q3 2019 in Review
336 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Portland General Electric (POR) for Q3 2019, worth a combined $4.75B — up 3.9% from $4.57B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new POR positions and 29 closed out — a net gain of 8 holders — while 113 added to existing stakes and 127 trimmed.
The largest buyer was Mitsubishi UFJ Trust & Banking, adding an estimated $72.5M. The largest seller was AllianceBernstein, cutting an estimated $112M.
- 336 institutional investors held Portland General Electric (POR) as of Q3 2019, up from 329 in Q2 2019.
- Funds reported $4.75B of Portland General Electric stock for Q3 2019, up 3.9% quarter-over-quarter.
- 37 funds opened new Portland General Electric positions in Q3 2019 and 29 closed out, a net change of +8 holders.
- The largest Portland General Electric buyer in Q3 2019 was Mitsubishi UFJ Trust & Banking, an estimated $72.5M added.
- The largest Portland General Electric seller in Q3 2019 was AllianceBernstein, an estimated $112M sold.
Based on aggregated 13F filings for Q3 2019.