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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 %
SS
326
Sunbelt Securities
Texas
$17.1K – – –
BCWM
327
Bartlett & Co Wealth Management
Ohio
$17K – – –
NS
328
NBC Securities
Alabama
$15K – – –
ME
329
McIlrath & Eck
Washington
$13K +$126 +3 +1%
BIA
330
Bell Investment Advisors
California
$12.9K -$3.28K -78 -20%
Mitsubishi UFJ Asset Management
331
Mitsubishi UFJ Asset Management
Japan
$11.8K -$417K -9,919 -97%
CCA
332
Criterion Capital Advisors
Tennessee
$11.2K -$546 -13 -5%
GRP
333
Global Retirement Partners
California
$10.6K -$12.3K -292 -54%
NA
334
NewEdge Advisors
Louisiana
$10.4K -$3.36K -80 -24%
VCM
335
Versant Capital Management
Arizona
$10.3K +$5.54K +132 +117%
PCMC
336
Planning Capital Management Corporation
Pennsylvania
$9.45K +$9.45K +225 New
HCM
337
Highlander Capital Management
New Jersey
$8.4K – – –
TCG
338
Transcendent Capital Group
Oklahoma
$8.4K – – –
LC
339
Lindbrook Capital
California
$7.85K +$3.95K +94 +101%
PAI
340
Pittenger & Anderson Inc
Nebraska
$7.35K – – –
PP
341
Pacifica Partners
Canada
$7.23K +$3.78K +93 +109%
QL
342
Quarry LP
New York
$6.47K -$2.86K -68 -31%
FRA
343
Front Row Advisors
California
$6.03K +$6.03K +142 New
PFC
344
Phocas Financial Corp
California
$5.03K -$132 -3,152 -3%
UOTTAIMCU
345
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$4.96K – – –
RFG
346
REAP Financial Group
Texas
$4.63K -$463 -11 -9%
NFSG
347
Newbridge Financial Services Group
Florida
$4.37K – – –
LI
348
LRI Investments
Florida
$4.28K +$4.28K +102 New
IPW
349
Impact Partnership Wealth
Georgia
$4.2K – – –
HI
350
Harbour Investments
Wisconsin
$4.03K +$2.06K +49 +104%
12 13
14
15 16