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Portland General Electric
POR

Overview Fund Activity

382 hedge funds and large institutions have $4.31B invested in Portland General Electric in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 144 increasing their positions, 141 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
-6
Holders Change %
-1.55%
% of All Funds
5.54%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
43
Increased
144
Reduced
141
Closed
46
Calls
$1.87M
Puts
$22.6M
Net Calls
-$20.8M
Net Calls Change
-$22.2M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$148M
2
Invesco
Invesco
Georgia
$77.3M
3
HHAM
HITE Hedge Asset Management
Massachusetts
$58.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$28.5M
5
CCM
Channing Capital Management
Illinois
$62.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$66.3M
2
First Trust Advisors
First Trust Advisors
Illinois
$4.98M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$46.6M
4
Millennium Management
Millennium Management
New York
$14.4M
5
LP
LMR Partners
United Kingdom
$3.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
401
Teza Capital Management
Illinois
– -$233K -5,382 Closed
AWM
402
AE Wealth Management
Kansas
– -$217K -5,340 Closed
TC
403
Trilogy Capital
California
– -$224K -5,159 Closed
KAS
404
Kestra Advisory Services
Texas
– -$213K -4,910 Closed
VEA
405
Virtus ETF Advisers
New York
– -$204K -4,711 Closed
CC
406
Cipher Capital
New York
– -$204K -4,698 Closed
GFS
407
GYL Financial Synergies
Connecticut
– -$203K -4,677 Closed
SIM
408
Sandia Investment Management
Massachusetts
– -$130K -2,988 Closed
Lazard Asset Management
409
Lazard Asset Management
New York
– -$61K -1,417 Closed
MSWM
410
McGlone Suttner Wealth Management
Wisconsin
– -$38.3K -884 Closed
BWM
411
BKM Wealth Management
Wisconsin
– -$32.5K -751 Closed
CT
412
Colonial Trust
South Carolina
– -$27.5K -635 Closed
LF
413
Lee Financial
Texas
– -$12.6K -290 Closed
ASN
414
Advisory Services Network
Georgia
– -$11.5K -264 Closed
Allspring Global Investments
415
Allspring Global Investments
North Carolina
– -$10.7K -248 Closed
GWS
416
Glassman Wealth Services
Virginia
– -$8.89K -205 Closed
FFO
417
Fortitude Family Office
Arizona
– -$4.25K -98 Closed
BCMLT
418
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$2.43K -60 Closed
PS
419
Planned Solutions
California
– -$2.59K -60 Closed
RFG
420
RFP Financial Group
Georgia
– -$1.39K -32 Closed
CPG
421
Cornerstone Planning Group
New Jersey
– -$1.08K -25 Closed
SWM
422
Spire Wealth Management
Virginia
– -$648 -16 Closed
DWA
423
Delos Wealth Advisors
Texas
– -$521 -12 Closed
AWM
424
Abound Wealth Management
Tennessee
– -$477 -11 Closed
GI
425
Gradient Investments
Minnesota
– -$173 -4 Closed
14 15 16
17
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