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

Top Sellers

1
AIP
Atlas Infrastructure Partners
United Kingdom
$141M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$12.6M
3
Barclays
Barclays
United Kingdom
$12.9M
4
DZ Bank
DZ Bank
Germany
$1.84M
5
AIG
American International Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SN
376
Sittner & Nelson
Oregon
$2.16K – – –
CFB
377
Cullen/Frost Bankers
Texas
$2.12K +$2.12K +49 New
Cohen & Steers
378
Cohen & Steers
New York
$2K -$35.1K -684 -95%
JWA
379
JFS Wealth Advisors
Pennsylvania
$1.95K – – –
RIL
380
Rothschild Investment LLC
Illinois
$1.95K +$1.51K +35 +350%
PA
381
Pineridge Advisors
Missouri
$1.93K +$43 +1 +2%
PWMG
382
Prestige Wealth Management Group
New Jersey
$1.88K – – –
IAIM
383
International Assets Investment Management
Florida
$1.82K +$1.82K +42 New
RWPA
384
Richard W. Paul & Associates
Michigan
$1.77K – – –
FMII
385
Farmers & Merchants Investments Inc
Nebraska
$1.77K – – –
BHWM
386
Bay Harbor Wealth Management
Maryland
$1.44K – – –
TH
387
TCTC Holdings
Texas
$1.21K – – –
LIA
388
Lynx Investment Advisory
District of Columbia
$1.17K +$1.17K +27 New
CAL
389
Capital Advisors Ltd
Ohio
$1K – – –
CAL
390
Capital Analysts LLC
Pennsylvania
$1K +$1K +17 New
OWA
391
Opal Wealth Advisors
New York
$952 +$952 +22 New
PWA
392
Provenance Wealth Advisors
Florida
$778 – – –
AF
393
Advisornet Financial
Minnesota
$778 – – –
SIC
394
SJS Investment Consulting
Ohio
$736 +$130 +3 +21%
FNWA
395
Financial Network Wealth Advisors
Utah
$692 +$692 +16 New
MRCM
396
M&R Capital Management
New Jersey
$649 – – –
KFI
397
Key Financial Inc
Pennsylvania
$649 +$649 +15 New
BAM
398
Belpointe Asset Management
Nevada
$645 +$645 +15 New
OCM
399
Orion Capital Management
California
$605 – – –
DPW
400
DiNuzzo Private Wealth
Pennsylvania
$519 +$43 +1 +9%
14 15
16
17 18