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Portland General Electric
POR

Overview Fund Activity

433 hedge funds and large institutions have $5.02B invested in Portland General Electric in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 177 increasing their positions, 133 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+25
Holders Change %
+6.13%
% of All Funds
6.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
62
Increased
177
Reduced
133
Closed
35
Calls
$3.66M
Puts
$7.11M
Net Calls
-$3.45M
Net Calls Change
+$61.3M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$61.2M
2
ZP
2
Zimmer Partners
New York
$88.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$102M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$60.3M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$20.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$148M
2
HHAM
2
HITE Hedge Asset Management
Massachusetts
$36.2M
3
BlackRock
3
BlackRock
New York
$643M
4
Bank of America
4
Bank of America
North Carolina
$47.3M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$46.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
276
Steward Partners Investment Advisory
New York
$302K – – –
CJ
277
Caitlin John
Michigan
$302K +$302K +6,510 New
CCM
278
Coldstream Capital Management
Washington
$291K +$48.8K +1,020 +20%
SOAMC
279
Spirit of America Management Corp
New York
$287K +$105K +2,200 +58%
4WM
280
44 Wealth Management
Oregon
$285K +$285K +5,821 New
GFS
281
GYL Financial Synergies
Connecticut
$284K -$11.5K -240 -4%
CIC
282
Cornercap Investment Counsel
Georgia
$279K -$349K -7,284 -56%
JWM
283
Jeppson Wealth Management
California
$279K – – –
PP
284
Paloma Partners
Connecticut
$274K +$274K +5,710 New
MAS
285
Meeder Advisory Services
Ohio
$267K +$2.97K +62 +1%
TC
286
TwinBeech Capital
New York
$265K +$265K +5,539 New
SG Americas Securities
287
SG Americas Securities
New York
$262K -$1.67M -34,947 -86%
JBA
288
Johnson Bixby & Associates
Washington
$260K +$240 +5 +0.1%
PAM
289
Panagora Asset Management
Massachusetts
$260K -$33.9K -708 -12%
CC
290
Corton Capital
Ontario, Canada
$253K +$253K +5,279 New
PS
291
Principal Securities
Iowa
$252K +$38.1K +796 +18%
William Blair & Company
292
William Blair & Company
Illinois
$251K -$12K -251 -5%
QCM
293
Qsemble Capital Management
New York
$247K -$504K -10,530 -67%
WIA
294
Wetzel Investment Advisors
Indiana
$247K – – –
CBT
295
CoreFirst Bank & Trust
Kansas
$245K – – –
NRD
296
Nebula Research & Development
New York
$244K +$244K +5,092 New
HIS
297
Horizon Investment Services
Indiana
$240K +$240K +5,016 New
COI
298
Connable Office Inc
Michigan
$231K – – –
SFP
299
Shepherd Financial Partners
Massachusetts
$231K +$287 +6 +0.1%
PA
300
Profund Advisors
Maryland
$227K +$2.06K +43 +0.9%
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