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Portland General Electric
POR

Overview Fund Activity

389 hedge funds and large institutions have $4.72B invested in Portland General Electric in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 143 increasing their positions, 129 reducing their positions, and 29 closing their positions.

Holders
389
Holders Change
+28
Holders Change %
+7.76%
% of All Funds
6.28%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.13%
New
63
Increased
143
Reduced
129
Closed
29
Calls
$3.24M
Puts
$1.84M
Net Calls
+$1.4M
Net Calls Change
+$2.82M

Top Buyers

1
ZP
1
Zimmer Partners
New York
$277M
2
Millennium Management
2
Millennium Management
New York
$47.6M
3
AIP
3
Atlas Infrastructure Partners
United Kingdom
$32.6M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$209M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$196M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$170M
2
Invesco
2
Invesco
Georgia
$27.5M
3
BBL
3
Beck Bode LLC
Massachusetts
$0
4
Lazard Asset Management
4
Lazard Asset Management
New York
$3.2M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$3.06M
Name Market Value Shares Shares
Change 		Shares
Change %
S
301
SignatureFD
Georgia
$55.9K 1,141 -482 -30%
MSFP
302
Mark Sheptoff Financial Planning
Connecticut
$53.9K 1,100 – –
PA
303
Parallel Advisors
California
$53.2K 1,084 -118 -10%
BBHC
304
Brown Brothers Harriman & Co
New York
$51.6K 1,053 – –
HPC
305
HM Payson & Co
Maine
$49.3K 1,006 +6 +0.6%
HNB
306
Huntington National Bank
Ohio
$49K 1,000 -63 -6%
HSA
307
Hussman Strategic Advisors
Maryland
$49K 1,000 – –
EWA
308
EverSource Wealth Advisors
Alabama
$48.8K 995 +822 +475%
Nomura Asset Management
309
Nomura Asset Management
Japan
$43.6K 890 – –
GRP
310
Global Retirement Partners
California
$40.9K 834 +161 +24%
IAS
311
IMA Advisory Services
Colorado
$38.7K 786 – –
LWCFA
312
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$37.6K 768 – –
NA
313
NewEdge Advisors
Louisiana
$37.4K 780 +780 New
IFAM
314
Institutional & Family Asset Management
Colorado
$33.6K 685 -125 -15%
AF
315
Allworth Financial
California
$31.9K 651 +83 +15%
TF
316
Tompkins Financial
New York
$29K 600 – –
CS
317
Comerica Securities
Michigan
$28K 566 +566 New
Group One Trading
318
Group One Trading
Illinois
$24.5K 500 -3,200 -86%
SPIA
319
Steward Partners Investment Advisory
New York
$24.5K 500 – –
TFP
320
Tilia Fiduciary Partners
North Carolina
$21.7K 444 +5 +1%
DJSG
321
D.J. St. Germain
Massachusetts
$21.1K 430 +430 New
PTC
322
Private Trust Company
Ohio
$20K 409 +30 +8%
BC
323
Bartlett & Co
Ohio
$20K 400 +400 New
BCWM
324
Bartlett & Co Wealth Management
Ohio
$19.8K 400 +400 New
QCG
325
Quadrant Capital Group
Ohio
$19.1K 389 -1,519 -80%
11 12
13
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