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Portland General Electric
POR

Overview Fund Activity

345 hedge funds and large institutions have $4.29B invested in Portland General Electric in 2022 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 125 increasing their positions, 114 reducing their positions, and 39 closing their positions.

Holders
345
Holders Change
+5
Holders Change %
+1.47%
% of All Funds
5.83%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
51
Increased
125
Reduced
114
Closed
39
Calls
$2.98M
Puts
$1M
Net Calls
+$1.98M
Net Calls Change
-$213K

Top Buyers

1
BlackRock
1
BlackRock
New York
$579M
2
NI
2
Nuance Investments
Missouri
$57.9M
3
State Street
3
State Street
Massachusetts
$162M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$504M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$87.7M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$171M
2
Cohen & Steers
2
Cohen & Steers
New York
$56.3M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$29.3M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$88M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
326
Bell Investment Advisors
California
$2K +$2K +33 New
HCP
327
Hexagon Capital Partners
Arkansas
$2K +$2K +34 New
TWP
328
TFO Wealth Partners
Ohio
$2K +$2K +49 New
SFG
329
Steward Financial Group
Texas
$2K +$2K +50 New
Bank of Montreal
330
Bank of Montreal
Ontario, Canada
$1.4K +$1.19K +23,925 +557%
DI
331
Disciplined Investments
Oklahoma
$1K -$182 -2 -15%
CAM
332
ClariVest Asset Management
California
$1K – – –
FHA
333
First Horizon Advisors
Tennessee
$1K – – –
SIS
334
Sound Income Strategies
Florida
$1K – – –
SC
335
Schubert & Co
Texas
$1K +$333 +7 +50%
OLVIG
336
Oliver Lagore Vanvalin Investment Group
Michigan
$1K +$1K +13 New
FPS
337
Fieldpoint Private Securities
Connecticut
$1K +$1K +15 New
PMFA
338
Plante Moran Financial Advisors
Michigan
$1K +$1K +23 New
AA
339
Ancora Advisors
Ohio
$1K +$1K +26 New
CHA
340
Carmichael Hill & Associates
Maryland
$1K +$1K +27 New
HFS
341
Heritage Financial Services
Massachusetts
$1K +$1K +32 New
MF
342
Magnetar Financial
Illinois
$305 +$305 +6,316 New
WIM
343
Westside Investment Management
California
$12 – – –
CC
344
Coann Capital
Connecticut
– -$9.01M -163,315 Closed
Two Sigma Investments
345
Two Sigma Investments
New York
– -$7.23M -131,052 Closed
VI
346
Vestcor Inc
New Brunswick, Canada
– -$3.85M -69,788 Closed
Verition Fund Management
347
Verition Fund Management
Connecticut
– -$3.64M -66,000 Closed
Qube Research & Technologies (QRT)
348
Qube Research & Technologies (QRT)
United Kingdom
– -$3.37M -61,030 Closed
YCM
349
Yaupon Capital Management
New York
– -$2.41M -43,600 Closed
FAIM
350
Financial Advocates Investment Management
Washington
– -$2.11M -38,219 Closed
12 13
14
15 16