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Portland General Electric
POR

Overview Fund Activity

382 hedge funds and large institutions have $4.31B invested in Portland General Electric in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 144 increasing their positions, 141 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
-6
Holders Change %
-1.55%
% of All Funds
5.54%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
43
Increased
144
Reduced
141
Closed
46
Calls
$1.87M
Puts
$22.6M
Net Calls
-$20.8M
Net Calls Change
-$22.2M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$148M
2
Invesco
Invesco
Georgia
$77.3M
3
HHAM
HITE Hedge Asset Management
Massachusetts
$58.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$28.5M
5
CCM
Channing Capital Management
Illinois
$62.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$66.3M
2
First Trust Advisors
First Trust Advisors
Illinois
$4.98M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$46.6M
4
Millennium Management
Millennium Management
New York
$14.4M
5
LP
LMR Partners
United Kingdom
$3.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
301
Avior Wealth Management
Nebraska
$45.1K +$44.4K +1,057 +6,218%
EWA
302
EverSource Wealth Advisors
Alabama
$44.3K -$11.5K -267 -21%
IGWM
303
ICA Group Wealth Management
Colorado
$42.3K – – –
CFS
304
CGC Financial Services
Oregon
$42K – – –
HPC
305
HM Payson & Co
Maine
$42K – – –
HSA
306
Hussman Strategic Advisors
Maryland
$42K – – –
HCP
307
Hexagon Capital Partners
Arkansas
$38.6K +$22.6K +537 +141%
AF
308
Allworth Financial
California
$38.5K -$3.23K -77 -8%
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$37.1K +$10.5K +249 +39%
MG
310
Mather Group
Illinois
$34.4K +$34.4K +793 New
CPG
311
Custom Portfolio Group
Colorado
$33.5K – – –
GI
312
GAMMA Investing
California
$32.9K -$5.63K -134 -15%
AWM
313
AllSquare Wealth Management
New York
$31.6K – – –
BBHC
314
Brown Brothers Harriman & Co
New York
$31.5K – – –
Cohen & Steers
315
Cohen & Steers
New York
$30K – – –
TF
316
Tompkins Financial
New York
$25.2K – – –
W
317
WealthCollab
Washington
$24.7K +$9.24K +220 +60%
RA
318
Rise Advisors
New York
$23.8K +$23.8K +567 New
HNB
319
Huntington National Bank
Ohio
$22.9K -$42 -1 -0.2%
CIBC Private Wealth Group
320
CIBC Private Wealth Group
Georgia
$21K +$21K +500 New
SAM
321
Smartleaf Asset Management
Massachusetts
$20.8K +$1.79K +43 +9%
PTC
322
Private Trust Company
Ohio
$20.1K +$588 +14 +3%
BTI
323
Blue Trust Inc
Georgia
$20K -$1.51K -36 -7%
RCM
324
Raleigh Capital Management
North Carolina
$17.7K -$5.17K -123 -23%
PFBT
325
Parkside Financial Bank & Trust
Missouri
$17.3K +$2.86K +68 +20%
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