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Portland General Electric

341 hedge funds and large institutions have $4.57B invested in Portland General Electric in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 134 increasing their positions, 110 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more call options, than puts

Call options by funds: $2.88M | Put options by funds: $689K

60% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 30

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

22% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 110

5% more capital invested

Capital invested by funds: $4.35B → $4.57B (+$219M)

5% more funds holding

Funds holding: 326341 (+15)

0.56% more ownership

Funds ownership: 92.07%92.64% (+0.56%)

Holders
341
Holders Change
+15
Holders Change %
+4.6%
% of All Funds
5.38%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
48
Increased
134
Reduced
110
Closed
30
Calls
$2.88M
Puts
$689K
Net Calls
+$2.19M
Net Calls Change
+$3.13M
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
301
HC Financial Advisors
California
$13K +$8.57K +163 +233%
TWA
302
TCI Wealth Advisors
Arizona
$11K
PAI
303
Pittenger & Anderson Inc
Nebraska
$10K
ZB
304
Zions Bancorporation
Utah
$10K +$9.1K +173 New
GWS
305
Glassman Wealth Services
Virginia
$8K
PFS
306
Prospera Financial Services
Texas
$8K +$7.79K +148 New
UOTTAIMCU
307
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$7K
VCM
308
Versant Capital Management
Arizona
$7K +$316 +6 +5%
JWA
309
JFS Wealth Advisors
Pennsylvania
$7K +$5.31K +101 +505%
QC
310
Quent Capital
New York
$7K +$6.84K +130 New
NFSG
311
Newbridge Financial Services Group
Florida
$6K
EI
312
Ellevest Inc
New York
$5K -$4.21K -80 -46%
HR
313
Howe & Rusling
New York
$5K -$1.26K -24 -20%
NIC
314
Northwest Investment Counselors
Oregon
$5K
FF
315
FourThought Financial
Florida
$5K +$842 +16 +21%
AAP
316
Arax Advisory Partners
Colorado
$5K +$4.89K +93 New
MCM
317
Manchester Capital Management
Vermont
$4K
PPWM
318
PFG Private Wealth Management
Florida
$4K
IA
319
IFP Advisors
Florida
$4K +$4.1K +78 +520%
Macquarie Group
320
Macquarie Group
Australia
$3.53K +$114K +2,162 +3%
Jones Financial Companies
321
Jones Financial Companies
Missouri
$3K -$7.79K -148 -71%
EW
322
Evoke Wealth
California
$3K -$1.84K -35 -43%
ACM
323
AUA Capital Management
Pennsylvania
$3K
S
324
Surevest
California
$3K
BCMLT
325
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K +$3.16K +60 New

POR Hedge Fund Activity: Q1 2022 in Review

341 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Portland General Electric (POR) for Q1 2022, worth a combined $4.57B — up 5% from $4.35B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new POR positions and 30 closed out — a net gain of 18 holders — while 134 added to existing stakes and 110 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $57.2M. The largest seller was BlackRock, cutting an estimated $54.8M.

  • 341 institutional investors held Portland General Electric (POR) as of Q1 2022, up from 326 in Q4 2021.
  • Funds reported $4.57B of Portland General Electric stock for Q1 2022, up 5% quarter-over-quarter.
  • 48 funds opened new Portland General Electric positions in Q1 2022 and 30 closed out, a net change of +18 holders.
  • The largest Portland General Electric buyer in Q1 2022 was Wellington Management Group, an estimated $57.2M added.
  • The largest Portland General Electric seller in Q1 2022 was BlackRock, an estimated $54.8M sold.

Based on aggregated 13F filings for Q1 2022.