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Portland General Electric
POR

Overview Fund Activity

445 hedge funds and large institutions have $4.68B invested in Portland General Electric in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 180 increasing their positions, 139 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
+12
Holders Change %
+2.77%
% of All Funds
5.92%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
68
Increased
180
Reduced
139
Closed
50
Calls
$2.66M
Puts
$2.58M
Net Calls
+$84K
Net Calls Change
+$3.53M

Top Buyers

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$32.6M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$27.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$25M
4
ORIO
Old Republic International (ORI)
Illinois
+$22.5M
5
ZP
Zimmer Partners
New York
+$20.2M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$71.9M
2
AIP
Atlas Infrastructure Partners
United Kingdom
-$64.9M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$33M
4
Goldman Sachs
Goldman Sachs
New York
-$25.6M
5
Millennium Management
Millennium Management
New York
-$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
351
AllSquare Wealth Management
New York
$32.8K – – –
VCM
352
Versant Capital Management
Arizona
$32.6K +$19.6K +450 +151%
LFA
353
LGT Financial Advisors
Texas
$29.6K +$44 +1 +0.1%
NFSG
354
Newbridge Financial Services Group
Florida
$28.7K +$28.7K +658 New
CIAM
355
Caitong International Asset Management
Hong Kong
$28.1K +$28.1K +645 New
MG
356
Mather Group
Illinois
$27.2K – – –
TWD
357
True Wealth Design
Ohio
$26.8K +$26.8K +614 New
TF
358
Tompkins Financial
New York
$26.2K – – –
W
359
WealthCollab
Washington
$25.6K – – –
RA
360
Rise Advisors
New York
$25.6K -$1.05K -24 -4%
RCM
361
Raleigh Capital Management
North Carolina
$24.6K – – –
MPWT
362
MassMutual Private Wealth & Trust
Connecticut
$23.4K -$2.4K -55 -9%
Northwestern Mutual Wealth Management
363
Northwestern Mutual Wealth Management
Wisconsin
$23.4K -$43.8K -1,003 -65%
VSQM
364
V-Square Quantitative Management
Illinois
$22.4K – – –
CIBC Private Wealth Group
365
CIBC Private Wealth Group
Georgia
$21.3K -$1.41K -33 -6%
LI
366
LRI Investments
Florida
$21.1K +$3.66K +84 +21%
Jones Financial Companies
367
Jones Financial Companies
Missouri
$20.1K +$5.58K +128 +38%
HWM
368
Hemington Wealth Management
Virginia
$19K -$254 -6 -1%
BIA
369
Bell Investment Advisors
California
$18.9K +$5.06K +116 +36%
SS
370
Sunbelt Securities
Texas
$18.1K +$218 +5 +1%
HCA
371
Harbor Capital Advisors
Illinois
$18K +$1.19K +27 +7%
UB
372
UMB Bank
Missouri
$17.2K -$4.36K -100 -20%
PTC
373
Private Trust Company
Ohio
$17K -$2.79K -64 -14%
AF
374
Allworth Financial
California
$15.3K -$10.3K -250 -40%
ME
375
McIlrath & Eck
Washington
$13.8K -$741 -17 -5%
13 14
15
16 17