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Portland General Electric
POR

Overview Fund Activity

371 hedge funds and large institutions have $4.83B invested in Portland General Electric in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 122 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
-13
Holders Change %
-3.39%
% of All Funds
5.85%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
41
Increased
152
Reduced
122
Closed
52
Calls
$10.8M
Puts
$9.58M
Net Calls
+$1.26M
Net Calls Change
-$1.11M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$145M
2
AIP
2
Atlas Infrastructure Partners
United Kingdom
$209M
3
Goldman Sachs
3
Goldman Sachs
New York
$120M
4
BlackRock
4
BlackRock
New York
$593M
5
Invesco
5
Invesco
Georgia
$53.7M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$80.7M
2
Millennium Management
2
Millennium Management
New York
$0
3
ZP
3
Zimmer Partners
New York
$187M
4
WCM
4
Wedge Capital Management
North Carolina
$16M
5
NI
5
Nuance Investments
Missouri
$62.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VT
401
Vise Technologies
New York
– -$204K -4,175 Closed
DekaBank Deutsche Girozentrale
402
DekaBank Deutsche Girozentrale
Germany
– -$161K -3,407 Closed
Acadian Asset Management
403
Acadian Asset Management
Massachusetts
– -$158K -3,252 Closed
CIA
404
Cascade Investment Advisors
Oregon
– -$35.5K -727 Closed
BAM
405
Belpointe Asset Management
Nevada
– -$16.6K -340 Closed
ASN
406
Advisory Services Network
Georgia
– -$14.5K -296 Closed
DAM
407
Delta Asset Management
Tennessee
– -$6.31K -129 Closed
TWA
408
TCI Wealth Advisors
Arizona
– -$5.23K -107 Closed
IAIM
409
International Assets Investment Management
Florida
– -$4.25K -87 Closed
CAL
410
Capital Advisors Ltd
Ohio
– -$3K -63 Closed
MIA
411
Milestone Investment Advisors
Wisconsin
– -$1.71K -35 Closed
GBT
412
Grove Bank & Trust
Florida
– -$1.61K -33 Closed
SWM
413
Spire Wealth Management
Virginia
– -$1.42K -29 Closed
AAS
414
Ameritas Advisory Services
Nebraska
– -$953 -20 Closed
SC
415
Schubert & Co
Texas
– -$929 -19 Closed
CAM
416
ClariVest Asset Management
California
– -$1K -17 Closed
BAAM
417
Baker Avenue Asset Management
California
– -$684 -14 Closed
GFWA
418
Grey Fox Wealth Advisors
Delaware
– -$543 -11 Closed
RA
419
Rise Advisors
New York
– -$391 -8 Closed
VWM
420
Valley Wealth Managers
New Jersey
– -$33 -1 Closed
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