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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 %
RFG
351
RFP Financial Group
Georgia
$1.3K – – –
HL
352
HeadInvest LLC
Maine
$1.09K +$1.09K +28 New
CPG
353
Cornerstone Planning Group
New Jersey
$1.01K +$243 +6 +32%
FFA
354
Farther Finance Advisors
California
$900 -$1.31K -32 -59%
TAM
355
Tucker Asset Management
Colorado
$850 +$850 +21 New
JWA
356
JFS Wealth Advisors
Pennsylvania
$770 -$2.35K -58 -75%
PWA
357
Provenance Wealth Advisors
Florida
$769 +$769 +19 New
AWM
358
Avior Wealth Management
Nebraska
$688 – – –
SIC
359
SJS Investment Consulting
Ohio
$648 +$41 +1 +7%
MRCM
360
M&R Capital Management
New Jersey
$607 – – –
OCM
361
Orion Capital Management
California
$567 +$567 +14 New
DWA
362
Delos Wealth Advisors
Texas
$527 – – –
AF
363
Advisornet Financial
Minnesota
$486 -$6.89K -170 -93%
NA
364
NewEdge Advisors
Louisiana
$486 +$81 +2 +20%
IA
365
IFP Advisors
Florida
$364 -$647 -16 -64%
VAG
366
VisionPoint Advisory Group
Texas
$162 +$162 +4 New
M
367
MOTCO
Texas
$81 -$243 -6 -75%
HGERS
368
Householder Group Estate & Retirement Specialist
Arizona
$81 +$81 +2 New
BWM
369
Baystate Wealth Management
Massachusetts
$81 +$81 +2 New
FGAM
370
Financial Gravity Asset Management
Texas
$2 -$780 -47 Closed
BBL
371
Beck Bode LLC
Massachusetts
– -$9.2M -196,623 Closed
TC
372
TwinBeech Capital
New York
– -$7.67M -163,764 Closed
BS
373
Banco Santander
Spain
– -$3.56M -75,916 Closed
AM
374
AGF Management
Ontario, Canada
– -$3.35M -71,478 Closed
Tudor Investment Corp
375
Tudor Investment Corp
Connecticut
– -$2.68M -57,154 Closed
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