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Portland General Electric
POR

Overview Fund Activity

371 hedge funds and large institutions have $4.83B invested in Portland General Electric in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 122 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
-13
Holders Change %
-3.39%
% of All Funds
5.85%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
41
Increased
152
Reduced
122
Closed
52
Calls
$10.8M
Puts
$9.58M
Net Calls
+$1.26M
Net Calls Change
-$1.11M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$145M
2
AIP
2
Atlas Infrastructure Partners
United Kingdom
$209M
3
Goldman Sachs
3
Goldman Sachs
New York
$120M
4
BlackRock
4
BlackRock
New York
$593M
5
Invesco
5
Invesco
Georgia
$53.7M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$80.7M
2
Millennium Management
2
Millennium Management
New York
$0
3
ZP
3
Zimmer Partners
New York
$187M
4
WCM
4
Wedge Capital Management
North Carolina
$16M
5
NI
5
Nuance Investments
Missouri
$62.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
351
Washington Trust
Rhode Island
$1.64K +$1.64K +35 New
RFG
352
RFP Financial Group
Georgia
$1.5K – – –
IA
353
IFP Advisors
Florida
$1.17K +$796 +17 +213%
CPG
354
Cornerstone Planning Group
New Jersey
$890 +$890 +19 New
AWM
355
Abound Wealth Management
Tennessee
$797 +$797 +17 New
AWM
356
Avior Wealth Management
Nebraska
$796 – – –
FGAM
357
Financial Gravity Asset Management
Texas
$780 +$780 +47 New
GI
358
Gradient Investments
Minnesota
$749 +$749 +16 New
SIC
359
SJS Investment Consulting
Ohio
$703 +$47 +1 +7%
MRCM
360
M&R Capital Management
New Jersey
$702 – – –
WP
361
WealthPLAN Partners
Nebraska
$656 – – –
FCAG
362
First Capital Advisors Group
New Jersey
$656 +$656 +14 New
SCA
363
Stonebridge Capital Advisors
Minnesota
$609 – – –
DI
364
Disciplined Investments
Oklahoma
$609 +$94 +2 +18%
HI
365
Harbour Investments
Wisconsin
$563 – – –
DWA
366
Delos Wealth Advisors
Texas
$562 – – –
NA
367
NewEdge Advisors
Louisiana
$469 +$375 +8 +400%
M
368
MOTCO
Texas
$375 +$375 +8 New
JWM
369
Janiczek Wealth Management
Colorado
$141 – – –
Comerica Bank
370
Comerica Bank
Texas
$3 +$3 +42,463 New
Millennium Management
371
Millennium Management
New York
– -$87.6M -1,792,540 Closed
LIP
372
Lighthouse Investment Partners
Florida
– -$8.55M -174,872 Closed
OTPPB
373
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$7.06M -144,308 Closed
HF
374
HRT Financial
New York
– -$5.66M -115,848 Closed
Walleye Capital
375
Walleye Capital
New York
– -$3.96M -81,081 Closed
13 14
15
16 17