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Portland General Electric
POR

Overview Fund Activity

371 hedge funds and large institutions have $4.08B invested in Portland General Electric in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 126 increasing their positions, 146 reducing their positions, and 49 closing their positions.

Holders
371
Holders Change
–
Holders Change %
0%
% of All Funds
5.92%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
52
Increased
126
Reduced
146
Closed
49
Calls
$1.6M
Puts
$360K
Net Calls
+$1.24M
Net Calls Change
-$20K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$142M
2
BlackRock
2
BlackRock
New York
$544M
3
AIP
3
Atlas Infrastructure Partners
United Kingdom
$210M
4
Millennium Management
4
Millennium Management
New York
$26.4M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$24.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$31M
2
ZP
2
Zimmer Partners
New York
$71.3M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$102M
4
FCM
4
Frontier Capital Management
Massachusetts
$17.8M
5
BBL
5
Beck Bode LLC
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CMBA
401
C.M. Bidwell & Associates
Hawaii
– – -840 Closed
RI
402
Ridgewood Investments
New Jersey
– – -800 Closed
LWCFA
403
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – -743 Closed
TFP
404
Tilia Fiduciary Partners
North Carolina
– – -452 Closed
VSQM
405
V-Square Quantitative Management
Illinois
– – -251 Closed
HCA
406
Harbor Capital Advisors
Illinois
– – -197 Closed
TPCW
407
TD Private Client Wealth
New York
– – -157 Closed
CFO
408
CVA Family Office
Colorado
– – -102 Closed
PFP
409
Pinnacle Financial Partners
Tennessee
– – -49 Closed
VF
410
VitalStone Financial
Texas
– – -34 Closed
AWM
411
Abound Wealth Management
Tennessee
– – -17 Closed
GI
412
Gradient Investments
Minnesota
– – -16 Closed
WP
413
WealthPLAN Partners
Nebraska
– – -14 Closed
SCA
414
Stonebridge Capital Advisors
Minnesota
– – -13 Closed
DI
415
Disciplined Investments
Oklahoma
– – -13 Closed
HI
416
Harbour Investments
Wisconsin
– – -12 Closed
JWM
417
Janiczek Wealth Management
Colorado
– – -3 Closed
Group One Trading
418
Group One Trading
Illinois
– – – –
CA
419
Centerpoint Advisors
Massachusetts
$0 10 – –
ADL
420
Asset Dedication LLC
California
$0 9 +9 New
AW
421
Avion Wealth
Texas
$0 13 +13 New
13 14 15 16
17