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Portland General Electric
POR

Overview Fund Activity

382 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, 144 increasing their positions, 141 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
-6
Holders Change %
-1.55%
% of All Funds
5.54%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
43
Increased
144
Reduced
141
Closed
46
Calls
$1.87M
Puts
$22.6M
Net Calls
-$20.8M
Net Calls Change
-$22.2M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$148M
2
Invesco
Invesco
Georgia
$77.3M
3
HHAM
HITE Hedge Asset Management
Massachusetts
$58.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$28.5M
5
CCM
Channing Capital Management
Illinois
$62.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$66.3M
2
First Trust Advisors
First Trust Advisors
Illinois
$4.98M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$46.6M
4
Millennium Management
Millennium Management
New York
$14.4M
5
LP
LMR Partners
United Kingdom
$3.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
276
Shepherd Financial Partners
Massachusetts
$202K +$252 +6 +0.1%
Ohio Public Employees Retirement System (OPERS)
277
Ohio Public Employees Retirement System (OPERS)
Ohio
$199K -$1.51K -36 -0.8%
VI
278
Vestcor Inc
New Brunswick, Canada
$197K -$122K -2,904 -38%
PI
279
PEAK6 Investments
Illinois
$191K +$191K +4,541 New
PS
280
Principal Securities
Iowa
$178K +$134K +3,186 +306%
Osaic Holdings
281
Osaic Holdings
Arizona
$174K -$550K -13,095 -76%
C
282
Covestor
United Kingdom
$172K +$39.2K +933 +29%
Bessemer Group
283
Bessemer Group
New Jersey
$164K -$91K -2,173 -36%
SDIC
284
South Dakota Investment Council
South Dakota
$143K -$12.6K -300 -8%
KC
285
Kepos Capital
New York
$143K +$143K +3,412 New
LFA
286
LGT Financial Advisors
Texas
$141K -$6.3K -150 -4%
QCG
287
Quadrant Capital Group
Ohio
$119K +$10.9K +259 +10%
ST
288
Smithfield Trust
Pennsylvania
$108K – – –
S
289
SignatureFD
Georgia
$107K +$20.1K +479 +23%
KBC Group
290
KBC Group
Belgium
$96K +$19.4K +463 +25%
SOAMC
291
Spirit of America Management Corp
New York
$94.5K +$44.1K +1,050 +88%
PAS
292
Point72 Asia (Singapore)
Singapore
$90.6K +$90.6K +2,157 New
BFEC
293
Benjamin F. Edwards & Company
Missouri
$86K +$3.26K +78 +4%
PA
294
Parallel Advisors
California
$84.9K +$36K +858 +74%
CI Investments Inc
295
CI Investments Inc
Ontario, Canada
$64K +$11.6K +277 +22%
CFGS
296
Concourse Financial Group Securities
Alabama
$57.2K +$13.7K +322 +31%
Northwestern Mutual Wealth Management
297
Northwestern Mutual Wealth Management
Wisconsin
$52K +$4.12K +98 +9%
Nomura Asset Management
298
Nomura Asset Management
Japan
$50K +$12.6K +300 +34%
NCM
299
Northwest Capital Management
Oregon
$47.8K – – –
MSFP
300
Mark Sheptoff Financial Planning
Connecticut
$46.2K – – –
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