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Portland General Electric
POR

Overview Fund Activity

408 hedge funds and large institutions have $4.59B invested in Portland General Electric in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 176 increasing their positions, 109 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
+26
Holders Change %
+6.81%
% of All Funds
5.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
65
Increased
176
Reduced
109
Closed
33
Calls
$6.29M
Puts
$71M
Net Calls
-$64.7M
Net Calls Change
-$43.9M

Top Buyers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$56.7M
2
ZP
2
Zimmer Partners
New York
$38.5M
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$31.6M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$50.2M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$48.3M

Top Sellers

1
AIP
1
Atlas Infrastructure Partners
United Kingdom
$141M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$12.6M
3
Barclays
3
Barclays
United Kingdom
$12.9M
4
DZ Bank
4
DZ Bank
Germany
$1.84M
5
AIG
5
American International Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
351
Bartlett & Co Wealth Management
Ohio
$12.9K -$4.6K -105 -26%
PCMC
352
Planning Capital Management Corporation
Pennsylvania
$12.2K +$2.47K +57 +25%
Mitsubishi UFJ Asset Management
353
Mitsubishi UFJ Asset Management
Japan
$12.2K – – –
VCM
354
Versant Capital Management
Arizona
$11.8K +$1.21K +28 +11%
CCA
355
Criterion Capital Advisors
Tennessee
$11.5K – – –
Jones Financial Companies
356
Jones Financial Companies
Missouri
$11.4K +$11.4K +264 New
PWMG
357
Private Wealth Management Group
New Jersey
$11.3K +$11.3K +262 New
TCG
358
Transcendent Capital Group
Oklahoma
$9.25K +$605 +14 +7%
NS
359
NBC Securities
Alabama
$8K -$6.93K -169 -46%
PAI
360
Pittenger & Anderson Inc
Nebraska
$7.57K – – –
PP
361
Pacifica Partners
Canada
$7.55K – – –
DJSG
362
D.J. St. Germain
Massachusetts
$7.18K +$7.18K +166 New
PFC
363
Phocas Financial Corp
California
$7.1K +$1.93K +44,529 +37%
NA
364
NewEdge Advisors
Louisiana
$6.4K -$4.28K -99 -40%
FRA
365
Front Row Advisors
California
$5.56K -$656 -15 -11%
UOTTAIMCU
366
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5.1K – – –
RFG
367
REAP Financial Group
Texas
$4.52K -$261 -6 -5%
NFSG
368
Newbridge Financial Services Group
Florida
$4.5K – – –
HI
369
Harbour Investments
Wisconsin
$4.24K +$86 +2 +2%
EWP
370
Elevation Wealth Partners
California
$3.29K +$3.29K +76 New
BWL
371
Bogart Wealth LLC
Virginia
$3.24K – – –
CA
372
Centerpoint Advisors
Massachusetts
$3K +$3K +62 New
MCM
373
Manchester Capital Management
Vermont
$2.73K – – –
CA
374
Continuum Advisory
Idaho
$2.55K – – –
FHA
375
First Horizon Advisors
Tennessee
$2.25K +$1.6K +37 +247%
13 14
15
16 17