We are live on ! Find out more
POR icon

Portland General Electric

410 hedge funds and large institutions have $4.59B invested in Portland General Electric in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 176 increasing their positions, 109 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 34

61% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 109

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more funds holding

Funds holding: 384410 (+26)

6% more capital invested

Capital invested by funds: $4.31B → $4.59B (+$279M)

1.67% more ownership

Funds ownership: 101.54%103.21% (+1.7%)

91% less call options, than puts

Call options by funds: $6.29M | Put options by funds: $71M

Holders
410
Holders Change
+26
Holders Change %
+6.77%
% of All Funds
5.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
66
Increased
176
Reduced
109
Closed
34
Calls
$6.29M
Puts
$71M
Net Calls
-$64.7M
Net Calls Change
-$43.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
26
Victory Capital Management
Texas
$46.6M +$2.99M +69,392 +7%
Lord, Abbett & Co
27
Lord, Abbett & Co
New Jersey
$45.2M +$4.48M +104,084 +11%
NI
28
Nuance Investments
Missouri
$40.7M -$4.85M -112,585 -11%
Ameriprise
29
Ameriprise
Minnesota
$40.6M +$1.15M +26,714 +3%
GKIM
30
GW&K Investment Management
Massachusetts
$39.6M +$719K +16,699 +2%
ACA
31
Anchor Capital Advisors
Massachusetts
$38.7M -$331K -7,681 -0.9%
ZP
32
Zimmer Partners
New York
$38.5M +$38.4M +890,328 New
ProShare Advisors
33
ProShare Advisors
Maryland
$38.2M -$2.78M -64,575 -7%
Norges Bank
34
Norges Bank
Norway
$35.1M -$4.65M -107,830 -12%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$32.1M +$2.73M +63,452 +9%
VNIM
36
Vaughan Nelson Investment Management
Texas
$31.6M +$31.4M +729,825 New
Brown Advisory
37
Brown Advisory
Maryland
$30.9M -$36.2K -840 -0.1%
Empower Advisory Group
38
Empower Advisory Group
Colorado
$29.7M +$1.43M +33,148 +5%
Legal & General Group
39
Legal & General Group
United Kingdom
$28.4M -$3.62M -84,101 -11%
LI
40
Leeward Investments
Massachusetts
$23.9M +$1.27M +29,441 +6%
N
41
Nuveen
North Carolina
$22.7M +$10.8M +250,510 +91%
ClearBridge Investments
42
ClearBridge Investments
New York
$20.4M -$362K -8,403 -2%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$19.7M -$1.88M -43,597 -9%
Prudential Financial
44
Prudential Financial
New Jersey
$19.1M +$13.4M +310,535 +238%
SFM
45
Systematic Financial Management
New Jersey
$18.4M +$8.32M +193,164 +83%
FCM
46
Frontier Capital Management
Massachusetts
$18.1M +$89.7K +2,082 +0.5%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$18M +$2.15M +49,828 +14%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$17.4M +$158K +3,667 +0.9%
Truist Financial
49
Truist Financial
North Carolina
$17.2M -$4.6M -106,838 -21%
Wells Fargo
50
Wells Fargo
California
$16.2M +$4.97M +115,388 +45%