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Portland General Electric
POR

Overview Fund Activity

361 hedge funds and large institutions have $3.79B invested in Portland General Electric in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 139 increasing their positions, 112 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+16
Holders Change %
+4.64%
% of All Funds
6.24%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
58
Increased
139
Reduced
112
Closed
39
Calls
$2.44M
Puts
$3.85M
Net Calls
-$1.42M
Net Calls Change
-$3.39M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$490M
2
Invesco
Invesco
Georgia
$42.2M
3
BlackRock
BlackRock
New York
$536M
4
LP
LMR Partners
United Kingdom
$14.8M
5
Principal Financial Group
Principal Financial Group
Iowa
$86.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$146M
2
Cohen & Steers
Cohen & Steers
New York
$11.5M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.49M
4
Millennium Management
Millennium Management
New York
$4.11M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$9.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
301
Institutional & Family Asset Management
Colorado
$35K – – –
IAS
302
IMA Advisory Services
Colorado
$34K – – –
LWCFA
303
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$33K – – –
GRP
304
Global Retirement Partners
California
$30K +$401 +9 +1%
Simplex Trading
305
Simplex Trading
Illinois
$27K +$27K +626 New
TF
306
Tompkins Financial
New York
$26K – – –
AF
307
Allworth Financial
California
$25K +$616 +14 +3%
SPIA
308
Steward Partners Investment Advisory
New York
$22K – – –
TFP
309
Tilia Fiduciary Partners
North Carolina
$19K +$173 +4 +0.9%
PTC
310
Private Trust Company
Ohio
$16K +$7.6K +180 +90%
HCP
311
Hexagon Capital Partners
Arkansas
$15K +$13.6K +319 +938%
ME
312
McIlrath & Eck
Washington
$13K +$88 +2 +0.7%
LC
313
Lindbrook Capital
California
$13K +$256 +6 +2%
IA
314
IFP Advisors
Florida
$13K +$8.74K +191 +205%
LF
315
Lee Financial
Texas
$10K – – –
TWA
316
TCI Wealth Advisors
Arizona
$9K +$129 +3 +1%
GI
317
Gradient Investments
Minnesota
$9K +$9K +207 New
EWA
318
EverSource Wealth Advisors
Alabama
$8K -$45.5K -983 -85%
PAI
319
Pittenger & Anderson Inc
Nebraska
$8K – – –
HR
320
Howe & Rusling
New York
$7K +$2.92K +68 +72%
CFGS
321
Concourse Financial Group Securities
Alabama
$7K +$5.16K +123 +280%
BIA
322
Bell Investment Advisors
California
$7K +$5.57K +128 +388%
AF
323
Advisornet Financial
Minnesota
$7K +$7K +166 New
TPCW
324
TD Private Client Wealth
New York
$6.82K – – –
GWS
325
Glassman Wealth Services
Virginia
$6K – – –
11 12
13
14 15