POR icon

Portland General Electric
POR

Overview Fund Activity

371 hedge funds and large institutions have $4.83B invested in Portland General Electric in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 122 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
-13
Holders Change %
-3.39%
% of All Funds
5.85%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
41
Increased
152
Reduced
122
Closed
52
Calls
$10.8M
Puts
$9.58M
Net Calls
+$1.26M
Net Calls Change
-$1.11M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$145M
2
AIP
2
Atlas Infrastructure Partners
United Kingdom
$209M
3
Goldman Sachs
3
Goldman Sachs
New York
$120M
4
BlackRock
4
BlackRock
New York
$593M
5
Invesco
5
Invesco
Georgia
$53.7M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$80.7M
2
Millennium Management
2
Millennium Management
New York
$0
3
ZP
3
Zimmer Partners
New York
$187M
4
WCM
4
Wedge Capital Management
North Carolina
$16M
5
NI
5
Nuance Investments
Missouri
$62.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
301
IMA Advisory Services
Colorado
$37K +$18.5K +393 +100%
LWCFA
302
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34.8K -$1.17K -25 -3%
TF
303
Tompkins Financial
New York
$28.1K – – –
Cohen & Steers
304
Cohen & Steers
New York
$28K – – –
AF
305
Allworth Financial
California
$27.8K -$4.78K -102 -15%
SPIA
306
Steward Partners Investment Advisory
New York
$23.4K – – –
CFGS
307
Concourse Financial Group Securities
Alabama
$22.6K +$9.36K +198 +70%
TFP
308
Tilia Fiduciary Partners
North Carolina
$21.2K +$187 +4 +0.9%
GRP
309
Global Retirement Partners
California
$20.7K – – –
DJSG
310
D.J. St. Germain
Massachusetts
$20.1K +$20.1K +430 New
PTC
311
Private Trust Company
Ohio
$19.4K – – –
BC
312
Bartlett & Co
Ohio
$19K – – –
BCWM
313
Bartlett & Co Wealth Management
Ohio
$18.9K – – –
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$16K +$8.1K +173 +102%
HCP
315
Hexagon Capital Partners
Arkansas
$15.3K -$6.65K -142 -30%
ME
316
McIlrath & Eck
Washington
$14.1K +$94 +2 +0.7%
PFBT
317
Parkside Financial Bank & Trust
Missouri
$14K +$12.8K +274 +1,096%
VSQM
318
V-Square Quantitative Management
Illinois
$11.8K +$11.8K +251 New
HNB
319
Huntington National Bank
Ohio
$11.2K +$1.87K +40 +20%
RCM
320
Raleigh Capital Management
North Carolina
$11.1K +$1.03K +22 +10%
LF
321
Lee Financial
Texas
$11K – – –
SS
322
Sunbelt Securities
Texas
$9.65K +$9.65K +206 New
HCA
323
Harbor Capital Advisors
Illinois
$9.23K +$9.23K +197 New
LC
324
Lindbrook Capital
California
$9.13K +$375 +8 +4%
BIA
325
Bell Investment Advisors
California
$8.99K +$515 +11 +6%
11 12
13
14 15