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Portland General Electric
POR

Overview Fund Activity

371 hedge funds and large institutions have $4.08B invested in Portland General Electric in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 126 increasing their positions, 146 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
–
Holders Change %
0%
% of All Funds
5.92%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
52
Increased
126
Reduced
146
Closed
49
Calls
$1.6M
Puts
$360K
Net Calls
+$1.24M
Net Calls Change
-$20K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$142M
2
BlackRock
2
BlackRock
New York
$544M
3
AIP
3
Atlas Infrastructure Partners
United Kingdom
$210M
4
Millennium Management
4
Millennium Management
New York
$26.4M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$24.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$31M
2
ZP
2
Zimmer Partners
New York
$71.3M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$102M
4
FCM
4
Frontier Capital Management
Massachusetts
$17.8M
5
BBL
5
Beck Bode LLC
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
326
Clearstead Trust
Maine
$6.72K +$6.72K +166 New
VCM
327
Versant Capital Management
Arizona
$6.03K -$405 -10 -6%
GWS
328
Glassman Wealth Services
Virginia
$5.91K -$1.42K -35 -19%
UOTTAIMCU
329
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$4.78K – – –
NFSG
330
Newbridge Financial Services Group
Florida
$4.21K – – –
IPW
331
Impact Partnership Wealth
Georgia
$4.05K +$4.05K +100 New
NIC
332
Northwest Investment Counselors
Oregon
$4.01K – – –
FRA
333
Front Row Advisors
California
$3.97K – – –
CSPIA
334
Cary Street Partners Investment Advisory
Virginia
$3.64K – – –
BAAM
335
Baker Avenue Asset Management
California
$3.44K +$3.44K +85 New
PP
336
Pacifica Partners
Canada
$3.39K – – –
BWL
337
Bogart Wealth LLC
Virginia
$3.04K – – –
CAL
338
Capital Advisors Ltd
Ohio
$3K +$3K +85 New
BCMLT
339
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.81K – – –
AAG
340
Armstrong Advisory Group
Massachusetts
$2.63K +$2.63K +65 New
MCM
341
Manchester Capital Management
Vermont
$2.59K -$121 -3 -4%
HIA
342
Harbor Investment Advisory
Maryland
$2.31K +$2.31K +57 New
SN
343
Sittner & Nelson
Oregon
$2.02K – – –
SFG
344
Steward Financial Group
Texas
$2K +$2K +73 New
BIA
345
Bell Investment Advisors
California
$1.94K -$5.83K -144 -75%
PWMG
346
Prestige Wealth Management Group
New Jersey
$1.76K – – –
FMII
347
Farmers & Merchants Investments Inc
Nebraska
$1.66K – – –
UFF
348
USA Financial Formulas
Michigan
$1.42K – – –
WT
349
Washington Trust
Rhode Island
$1.42K – – –
MIA
350
Milestone Investment Advisors
Wisconsin
$1.42K +$1.42K +35 New
12 13
14
15 16