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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 %
FFA
351
Farther Finance Advisors
California
$3.96K +$2.53K +60 +176%
FWM
352
FSA Wealth Management
Massachusetts
$3.28K – – –
BWL
353
Bogart Wealth LLC
Virginia
$3.15K – – –
MPWT
354
MassMutual Private Wealth & Trust
Connecticut
$2.81K -$168K -4,010 -98%
MCM
355
Manchester Capital Management
Vermont
$2.65K +$42 +1 +2%
CA
356
Continuum Advisory
Idaho
$2.64K +$2.64K +59 New
AAP
357
Arax Advisory Partners
Colorado
$2.63K +$42 +1 +2%
SN
358
Sittner & Nelson
Oregon
$2.1K – – –
JWA
359
JFS Wealth Advisors
Pennsylvania
$1.89K -$420 -10 -18%
PA
360
Pineridge Advisors
Missouri
$1.86K – – –
PWMG
361
Prestige Wealth Management Group
New Jersey
$1.83K – – –
RWPA
362
Richard W. Paul & Associates
Michigan
$1.72K – – –
FMII
363
Farmers & Merchants Investments Inc
Nebraska
$1.72K – – –
BHWM
364
Bay Harbor Wealth Management
Maryland
$1.4K -$42 -1 -3%
FGAM
365
Financial Gravity Asset Management
Texas
$1.4K +$1.4K +33 New
TH
366
TCTC Holdings
Texas
$1.18K – – –
AT
367
Arlington Trust
Alabama
$1.05K -$84 -2 -7%
CAL
368
Capital Advisors Ltd
Ohio
$1K – – –
TAM
369
Tucker Asset Management
Colorado
$882 – – –
AF
370
Advisornet Financial
Minnesota
$756 -$42 -1 -5%
PWA
371
Provenance Wealth Advisors
Florida
$756 – – –
CA
372
CoreCap Advisors
Michigan
$756 +$756 +18 New
MRCM
373
M&R Capital Management
New Jersey
$630 – – –
FHA
374
First Horizon Advisors
Tennessee
$630 +$630 +15 New
SIC
375
SJS Investment Consulting
Ohio
$588 -$210 -5 -26%
13 14
15
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