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Portland General Electric
POR

Overview Fund Activity

345 hedge funds and large institutions have $4.29B invested in Portland General Electric in 2022 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 125 increasing their positions, 114 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+5
Holders Change %
+1.47%
% of All Funds
5.83%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
51
Increased
125
Reduced
114
Closed
39
Calls
$2.98M
Puts
$1M
Net Calls
+$1.98M
Net Calls Change
-$213K

Top Buyers

1
BlackRock
1
BlackRock
New York
$579M
2
NI
2
Nuance Investments
Missouri
$57.9M
3
State Street
3
State Street
Massachusetts
$162M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$504M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$87.7M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$171M
2
Cohen & Steers
2
Cohen & Steers
New York
$56.3M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$29.3M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$88M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
276
IMA Advisory Services
Colorado
$38K – – –
QCG
277
Quadrant Capital Group
Ohio
$38K +$15.5K +318 +69%
LWCFA
278
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$37K – – –
CIA
279
Cascade Investment Advisors
Oregon
$35.1K – – –
GRP
280
Global Retirement Partners
California
$32K – – –
TF
281
Tompkins Financial
New York
$29K -$29K -600 -50%
AF
282
Allworth Financial
California
$27K -$33K -677 -55%
SPIA
283
Steward Partners Investment Advisory
New York
$24K – – –
TFP
284
Tilia Fiduciary Partners
North Carolina
$21K +$145 +3 +0.7%
CIM
285
Chiron Investment Management
New York
$19K +$19K +387 New
COCM
286
Charter Oak Capital Management
New Hampshire
$18K – – –
LC
287
Lindbrook Capital
California
$14K -$2.72K -58 -16%
ME
288
McIlrath & Eck
Washington
$14K +$48 +1 +0.3%
VVP
289
Venture Visionary Partners
Ohio
$13.7K +$13.7K +283 New
PCG
290
Private Capital Group
Connecticut
$13K +$198 +4 +2%
PFGIA
291
Patriot Financial Group Insurance Agency
Massachusetts
$12K – – –
LF
292
Lee Financial
Texas
$11K – – –
TWA
293
TCI Wealth Advisors
Arizona
$10K – – –
PTC
294
Private Trust Company
Ohio
$10K +$10K +199 New
Bessemer Group
295
Bessemer Group
New Jersey
$10K +$10K +204 New
Rockefeller Capital Management
296
Rockefeller Capital Management
New York
$9K -$25.5K -544 -74%
TSW
297
Thompson Siegel & Walmsley
Virginia
$9K -$2.74K -55 -23%
HFA
298
HC Financial Advisors
California
$8K -$3.44K -70 -30%
PAI
299
Pittenger & Anderson Inc
Nebraska
$8K – – –
PFS
300
Prospera Financial Services
Texas
$8K +$824 +17 +11%
10 11
12
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