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Portland General Electric
POR

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.

New
Increased
Maintained
Reduced
Closed

344% more call options, than puts

Call options by funds: $1.6M | Put options by funds: $360K

6% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 49

0% more funds holding

Funds holding: 371 → 371 (0)

7.08% less ownership

Funds ownership: 106.62% → 99.55% (-7.1%)

14% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 146

15% less capital invested

Capital invested by funds: $4.83B → $4.08B (-$741M)

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
371
Holders Change
–
Holders Change %
0%
% of All Funds
5.89%
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
Goldman Sachs
New York
+$43.2M
2
BlackRock
BlackRock
New York
+$34.5M
3
AIP
Atlas Infrastructure Partners
United Kingdom
+$32.8M
4
Millennium Management
Millennium Management
New York
+$29.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$27.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$128M
2
ZP
Zimmer Partners
New York
-$101M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$79.8M
4
FCM
Frontier Capital Management
Massachusetts
-$13.5M
5
BBL
Beck Bode LLC
Massachusetts
-$9.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
GF
51
Gabelli Funds
New York
$11.3M +$92.9K +2,049 +0.7%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$11.1M +$2.46M +54,302 +25%
WCM
53
Wedge Capital Management
North Carolina
$10.3M -$4.02M -88,651 -26%
Truist Financial
54
Truist Financial
North Carolina
$10.1M -$195K -4,304 -2%
Wells Fargo
55
Wells Fargo
California
$10M -$1.22M -26,869 -10%
SFM
56
Systematic Financial Management
New Jersey
$9.86M +$161K +3,546 +1%
GT
57
Glenmede Trust
Pennsylvania
$9.7M -$355K -7,821 -3%
RJA
58
Raymond James & Associates
Florida
$9.16M -$313K -6,906 -3%
PPL
59
PATRIZIA Pty Ltd
Australia
$9.12M +$204K +4,493 +2%
MIIM
60
Mesirow Institutional Investment Management
Illinois
$9M +$1.49M +32,776 +17%
JMPWA
61
JP Morgan Private Wealth Advisors
California
$8.68M -$2.94M -64,749 -23%
Swiss National Bank
62
Swiss National Bank
Switzerland
$8.6M +$802K +17,700 +9%
Canada Pension Plan Investment Board
63
Canada Pension Plan Investment Board
Ontario, Canada
$8.34M +$9.34M +206,000 New
GLA
64
Great Lakes Advisors
Illinois
$7.74M +$509K +11,227 +6%
AIG
65
American International Group
New York
$7.7M -$71.2K -1,570 -0.8%
Man Group
66
Man Group
United Kingdom
$7.41M -$4.92M -108,460 Closed
DZ Bank
67
DZ Bank
Germany
$7.34M +$8.22M +181,297 New
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$7.29M +$33.1K +731 +0.4%
COPPSERS
69
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.26M -$1.3M -28,738 -14%
Comerica Bank
70
Comerica Bank
Texas
$7.05M +$5.97M +131,589 +310%
Federated Hermes
71
Federated Hermes
Pennsylvania
$7M -$1.16M -25,606 -13%
Nordea Investment Management
72
Nordea Investment Management
Sweden
$6.81M +$7.56M +166,766 New
Deutsche Bank
73
Deutsche Bank
Germany
$6.8M +$354K +7,816 +5%
GIP
74
Granite Investment Partners
California
$6.74M -$8.48M -187,092 -53%
SI
75
Sapience Investments
California
$6.63M -$227K -5,000 -3%
1 2
3
4 5

POR Hedge Fund Activity: Q3 2023 in Review

371 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Portland General Electric (POR) for Q3 2023, worth a combined $4.08B — down 15% from $4.83B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new POR positions and 49 closed out — a net gain of 3 holders — while 126 added to existing stakes and 146 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $43.2M. The largest seller was Fidelity Investments, cutting an estimated $128M.

  • 371 institutional investors held Portland General Electric (POR) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $4.08B of Portland General Electric stock for Q3 2023, down 15% quarter-over-quarter.
  • 52 funds opened new Portland General Electric positions in Q3 2023 and 49 closed out, a net change of +3 holders.
  • The largest Portland General Electric buyer in Q3 2023 was Goldman Sachs, an estimated $43.2M added.
  • The largest Portland General Electric seller in Q3 2023 was Fidelity Investments, an estimated $128M sold.

Based on aggregated 13F filings for Q3 2023.