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Portland General Electric
POR

Overview Fund Activity

433 hedge funds and large institutions have $5.02B invested in Portland General Electric in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 177 increasing their positions, 133 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+25
Holders Change %
+6.13%
% of All Funds
6.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
62
Increased
177
Reduced
133
Closed
35
Calls
$3.66M
Puts
$7.11M
Net Calls
-$3.45M
Net Calls Change
+$61.3M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$61.2M
2
ZP
2
Zimmer Partners
New York
$88.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$102M
4
VNIM
4
Vaughan Nelson Investment Management
Texas
$60.3M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$20.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$148M
2
HHAM
2
HITE Hedge Asset Management
Massachusetts
$36.2M
3
BlackRock
3
BlackRock
New York
$643M
4
Bank of America
4
Bank of America
North Carolina
$47.3M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$46.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
326
Blue Trust Inc
Georgia
$94.9K +$54.8K +1,267 +137%
CI Investments Inc
327
CI Investments Inc
Ontario, Canada
$87K -$43.7K -911 -33%
GM
328
GeoWealth Management
Illinois
$84.1K +$84.1K +1,756 New
CFGS
329
Concourse Financial Group Securities
Alabama
$80.2K -$2.03K -42 -2%
PAS
330
Point72 Asia (Singapore)
Singapore
$80.2K -$14.7K -306 -15%
Northwestern Mutual Wealth Management
331
Northwestern Mutual Wealth Management
Wisconsin
$73.7K +$13K +271 +21%
AAP
332
Arax Advisory Partners
Colorado
$62.6K +$48 +1 +0.1%
Nomura Asset Management
333
Nomura Asset Management
Japan
$57K – – –
RI
334
Ridgewood Investments
New Jersey
$57K -$16.3K -340 -22%
NCM
335
Northwest Capital Management
Oregon
$54.5K – – –
HCP
336
Hexagon Capital Partners
Arkansas
$53.1K +$48 +1 +0.1%
MSFP
337
Mark Sheptoff Financial Planning
Connecticut
$52.7K – – –
AWM
338
Avior Wealth Management
Nebraska
$51.9K -$192 -4 -0.4%
HPC
339
HM Payson & Co
Maine
$49.1K +$1.2K +25 +3%
SAM
340
Smartleaf Asset Management
Massachusetts
$48.1K +$1.78K +37 +4%
CFS
341
CGC Financial Services
Oregon
$47.9K – – –
HSA
342
Hussman Strategic Advisors
Maryland
$47.9K – – –
Fifth Third Bancorp
343
Fifth Third Bancorp
Ohio
$42.5K +$239 +5 +0.6%
HT
344
Headlands Technologies
Illinois
$40.5K +$40.5K +846 New
BBHC
345
Brown Brothers Harriman & Co
New York
$39.9K +$3.98K +83 +11%
CFM
346
Catalyst Funds Management
Australia
$38.3K +$38.3K +800 New
AWM
347
AllSquare Wealth Management
New York
$36.1K – – –
QL
348
Quarry LP
New York
$33.5K -$44.9K -937 -57%
LFA
349
LGT Financial Advisors
Texas
$32.5K -$30.1K -629 -48%
MG
350
Mather Group
Illinois
$29.9K -$2.64K -55 -8%
12 13
14
15 16