Portland General Electric
319 hedge funds and large institutions have $4.16B invested in Portland General Electric in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 93 increasing their positions, 136 reducing their positions, and 60 closing their positions.
250% more funds holding in top 10
Funds holding in top 10: 2 → 7 (+5)
1.49% more ownership
Funds ownership: 95.72% → 97.21% (+1.5%)
3% less call options, than puts
Call options by funds: $1.27M | Put options by funds: $1.31M
8% less funds holding
Funds holding: 348 → 319 (-29)
13% less capital invested
Capital invested by funds: $4.77B → $4.16B (-$606M)
32% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 136
40% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 60
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$119M |
| 2 |
Parnassus Investments
San Francisco,
California
|
+$93.4M |
| 3 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$47.3M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$39M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
+$20.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$58.5M |
| 2 |
ECM
ExodusPoint Capital Management
New York
|
-$48M |
| 3 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$38.3M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
-$19.6M |
| 5 |
Morgan Stanley
New York
|
-$17M |
POR Hedge Fund Activity: Q1 2020 in Review
319 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Portland General Electric (POR) for Q1 2020, worth a combined $4.16B — down 13% from $4.77B a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of POR and 36 opened new positions — a net loss of 24 holders — while 136 trimmed existing stakes and 93 added.
The largest buyer was Wellington Management Group, adding an estimated $119M. The largest seller was Millennium Management, cutting an estimated $58.5M.
- 319 institutional investors held Portland General Electric (POR) as of Q1 2020, down from 348 in Q4 2019.
- Funds reported $4.16B of Portland General Electric stock for Q1 2020, down 13% quarter-over-quarter.
- 36 funds opened new Portland General Electric positions in Q1 2020 and 60 closed out, a net change of -24 holders.
- The largest Portland General Electric buyer in Q1 2020 was Wellington Management Group, an estimated $119M added.
- The largest Portland General Electric seller in Q1 2020 was Millennium Management, an estimated $58.5M sold.
Based on aggregated 13F filings for Q1 2020.