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Portland General Electric
POR

Overview Fund Activity

325 hedge funds and large institutions have $4.35B invested in Portland General Electric in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 104 increasing their positions, 114 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+18
Holders Change %
+5.86%
% of All Funds
5.02%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
47
Increased
104
Reduced
114
Closed
25
Calls
$2.99M
Puts
$3.94M
Net Calls
-$942K
Net Calls Change
+$387K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$72.2M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$61.8M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$499M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$48.9M
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$10.3M

Top Sellers

1
Invesco
1
Invesco
Georgia
$30.6M
2
BlackRock
2
BlackRock
New York
$468M
3
Millennium Management
3
Millennium Management
New York
$12.8M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
TSW
5
Thompson Siegel & Walmsley
Virginia
$72K
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
301
Howe & Rusling
New York
$6K +$2.87K +57 +92%
NIC
302
Northwest Investment Counselors
Oregon
$5K +$5K +99 New
MCM
303
Manchester Capital Management
Vermont
$4K -$8.12K -140 -67%
HFA
304
HC Financial Advisors
California
$4K – – –
PPWM
305
PFG Private Wealth Management
Florida
$4K – – –
EW
306
Evoke Wealth
California
$4K – – –
CWP
307
Concord Wealth Partners
Virginia
$4K – – –
FF
308
FourThought Financial
Florida
$4K +$947 +18 +31%
Manulife (Manufacturers Life Insurance)
309
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.59K +$4 +85 +0.1%
ACM
310
AUA Capital Management
Pennsylvania
$3K -$367 -6 -11%
BIA
311
Bell Investment Advisors
California
$3K +$2.4K +48 +400%
S
312
Surevest
California
$3K +$3K +50 New
PWMG
313
Prestige Wealth Management Group
New Jersey
$2K – – –
TSWM
314
Tyler-Stone Wealth Management
Ohio
$2K +$2K +34 New
BFC
315
Bedel Financial Consulting
Indiana
$2K +$2K +35 New
UB
316
UMB Bank
Missouri
$2K +$2K +40 New
CAM
317
ClariVest Asset Management
California
$1K – – –
SC
318
Schubert & Co
Texas
$1K +$1K +10 New
Toronto Dominion Bank
319
Toronto Dominion Bank
Ontario, Canada
$1K +$1K +10 New
IA
320
IFP Advisors
Florida
$1K +$1K +15 New
JWA
321
JFS Wealth Advisors
Pennsylvania
$1K +$1K +20 New
CCA
322
Column Capital Advisors
Indiana
$1K +$1K +27 New
CP
323
Castleview Partners
Texas
$174 +$174 +9,208 New
Bank of Montreal
324
Bank of Montreal
Ontario, Canada
– -$20.1M -417,181 Closed
HF
325
HRT Financial
New York
– -$1.57M -33,380 Closed
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