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Portland General Electric
POR

Overview Fund Activity

388 hedge funds and large institutions have $4.55B invested in Portland General Electric in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 154 increasing their positions, 118 reducing their positions, and 48 closing their positions.

Holders
388
Holders Change
+17
Holders Change %
+4.58%
% of All Funds
5.69%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
67
Increased
154
Reduced
118
Closed
48
Calls
$1.64M
Puts
$212K
Net Calls
+$1.43M
Net Calls Change
+$191K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$162M
2
CCM
2
Channing Capital Management
Illinois
$49.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$196M
4
BlackRock
4
BlackRock
New York
$616M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$23.4M

Top Sellers

1
ZP
1
Zimmer Partners
New York
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$77.5M
3
MHI
3
Miller Howard Investments
New York
$7.69M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$7.76M
5
JAM
5
Jupiter Asset Management
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
376
Spire Wealth Management
Virginia
$648 16 +16 New
OCM
377
Orion Capital Management
California
$607 14 – –
DWA
378
Delos Wealth Advisors
Texas
$521 12 – –
AWM
379
Abound Wealth Management
Tennessee
$477 11 +11 New
DPW
380
DiNuzzo Private Wealth
Pennsylvania
$434 10 +10 New
IA
381
IFP Advisors
Florida
$390 9 – –
GI
382
Gradient Investments
Minnesota
$173 4 +4 New
CP
383
Castleview Partners
Texas
$173 4 +4 New
M
384
MOTCO
Texas
$87 2 – –
BWM
385
Baystate Wealth Management
Massachusetts
$87 2 – –
Jones Financial Companies
386
Jones Financial Companies
Missouri
$87 2 +2 New
FGAM
387
Financial Gravity Asset Management
Texas
– – – –
ZP
388
Zimmer Partners
New York
– – -1,761,479 Closed
JAM
389
Jupiter Asset Management
United Kingdom
– – -620,772 Closed
GIP
390
Granite Investment Partners
California
– – -166,402 Closed
CSS
391
Cubist Systematic Strategies
Connecticut
– – -151,686 Closed
LIP
392
Lighthouse Investment Partners
Florida
– – -128,727 Closed
WCF
393
West Coast Financial
California
– – -127,361 Closed
FWC
394
First Washington Corp
Washington
– – -99,726 Closed
SFI
395
Susquehanna Fundamental Investments
Pennsylvania
– – -99,168 Closed
Citadel Advisors
396
Citadel Advisors
Florida
– – -74,896 Closed
Point72 Asset Management
397
Point72 Asset Management
Connecticut
– – -72,300 Closed
ECM
398
Element Capital Management
New York
– – -64,487 Closed
CCIA
399
Campbell & Co Investment Adviser
Maryland
– – -46,831 Closed
Baird Financial Group
400
Baird Financial Group
Wisconsin
– – -41,604 Closed
14 15
16
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