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Portland General Electric
POR

449 hedge funds and large institutions have $4.68B invested in Portland General Electric in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 181 increasing their positions, 140 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 50

29% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 140

3% more funds holding

Funds holding: 437 → 449 (+12)

3% more call options, than puts

Call options by funds: $2.66M | Put options by funds: $2.58M

1.11% less ownership

Funds ownership: 102.76% → 101.65% (-1.1%)

8% less capital invested

Capital invested by funds: $5.07B → $4.68B (-$387M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
449
Holders Change
+12
Holders Change %
+2.75%
% of All Funds
5.91%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
68
Increased
181
Reduced
140
Closed
50
Calls
$2.66M
Puts
$2.58M
Net Calls
+$84K
Net Calls Change
+$3.53M

Top Buyers

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$34.7M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$29.6M
3
Norges Bank
Norges Bank
Norway
+$26.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$26.6M
5
ORIO
Old Republic International (ORI)
Illinois
+$24M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$76.7M
2
AIP
Atlas Infrastructure Partners
United Kingdom
-$69.3M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$35.2M
4
Goldman Sachs
Goldman Sachs
New York
-$27.4M
5
Millennium Management
Millennium Management
New York
-$20.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lord, Abbett & Co
26
Lord, Abbett & Co
New Jersey
$45.9M -$481K -10,330 -1%
Bank of America
27
Bank of America
North Carolina
$45.3M +$2.38M +51,247 +5%
Nordea Investment Management
28
Nordea Investment Management
Sweden
$43.1M +$887K +19,057 +2%
HHAM
29
HITE Hedge Asset Management
Massachusetts
$43M +$10.8M +231,354 +31%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$42.8M +$10.4M +223,147 +29%
GKIM
31
GW&K Investment Management
Massachusetts
$39.7M +$295K +6,348 +0.7%
ProShare Advisors
32
ProShare Advisors
Maryland
$38.5M +$2.19M +47,040 +6%
Ameriprise
33
Ameriprise
Minnesota
$37.4M +$1.21M +25,987 +3%
ACA
34
Anchor Capital Advisors
Massachusetts
$35.8M -$2.32M -49,875 -6%
Assenagon Asset Management
35
Assenagon Asset Management
Luxembourg
$32.6M +$34.7M +746,283 New
Brown Advisory
36
Brown Advisory
Maryland
$30.7M -$981K -21,082 -3%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$30.6M +$4.89M +104,993 +18%
NI
38
Nuance Investments
Missouri
$29M -$1.36M -29,297 -4%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$28.7M +$16.8M +360,142 +121%
Empower Advisory Group
40
Empower Advisory Group
Colorado
$28.1M +$860K +18,473 +3%
Legal & General Group
41
Legal & General Group
United Kingdom
$26.5M +$65K +1,397 +0.2%
SFM
42
Systematic Financial Management
New Jersey
$24.1M +$723K +15,545 +3%
ORIO
43
Old Republic International (ORI)
Illinois
$22.5M +$24M +515,000 New
LI
44
Leeward Investments
Massachusetts
$22.4M -$1.78M -38,218 -7%
N
45
Nuveen
North Carolina
$21.7M -$1.32M -28,312 -5%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$20.7M +$1.39M +29,820 +7%
ClearBridge Investments
47
ClearBridge Investments
New York
$20.3M -$201K -4,329 -0.9%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$20.2M +$1.64M +35,330 +8%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$20.2M +$307K +6,602 +1%
Prudential Financial
50
Prudential Financial
New Jersey
$19M -$229K -4,920 -1%
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POR Hedge Fund Activity: Q4 2024 in Review

449 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Portland General Electric (POR) for Q4 2024, worth a combined $4.68B — down 7.6% from $5.07B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new POR positions and 50 closed out — a net gain of 18 holders — while 181 added to existing stakes and 140 trimmed.

The largest buyer was Assenagon Asset Management, opening a new position worth an estimated $34.7M. The largest seller was AllianceBernstein, cutting an estimated $76.7M.

  • 449 institutional investors held Portland General Electric (POR) as of Q4 2024, up from 437 in Q3 2024.
  • Funds reported $4.68B of Portland General Electric stock for Q4 2024, down 7.6% quarter-over-quarter.
  • 68 funds opened new Portland General Electric positions in Q4 2024 and 50 closed out, a net change of +18 holders.
  • The largest Portland General Electric buyer in Q4 2024 was Assenagon Asset Management, an estimated $34.7M added.
  • The largest Portland General Electric seller in Q4 2024 was AllianceBernstein, an estimated $76.7M sold.

Based on aggregated 13F filings for Q4 2024.