Portland General Electric
255 hedge funds and large institutions have $2.29B invested in Portland General Electric in 2013 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 87 increasing their positions, 93 reducing their positions, and 37 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
5% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 37
0.71% more ownership
Funds ownership: 104.54% → 105.25% (+0.71%)
1% less funds holding
Funds holding: 257 → 255 (-2)
6% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 93
5% less capital invested
Capital invested by funds: $2.42B → $2.29B (-$129M)
31% less call options, than puts
Call options by funds: $1.44M | Put options by funds: $2.1M
Top Buyers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$43.2M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$31.5M |
| 3 |
LM
Luminus Management
Houston,
Texas
|
+$27.9M |
| 4 |
JP Morgan Chase
New York
|
+$20.9M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$20.7M |
Top Sellers
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$72.1M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$35.9M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$22.8M |
| 4 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$16.5M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$16.3M |
POR Hedge Fund Activity: Q3 2013 in Review
255 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Portland General Electric (POR) for Q3 2013, worth a combined $2.29B — down 5.3% from $2.42B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new POR positions and 37 closed out — a net gain of 2 holders — while 87 added to existing stakes and 93 trimmed.
The largest buyer was Ameriprise, adding an estimated $43.2M. The largest seller was Bank of Montreal, cutting an estimated $72.1M.
- 255 institutional investors held Portland General Electric (POR) as of Q3 2013, down from 257 in Q2 2013.
- Funds reported $2.29B of Portland General Electric stock for Q3 2013, down 5.3% quarter-over-quarter.
- 39 funds opened new Portland General Electric positions in Q3 2013 and 37 closed out, a net change of +2 holders.
- The largest Portland General Electric buyer in Q3 2013 was Ameriprise, an estimated $43.2M added.
- The largest Portland General Electric seller in Q3 2013 was Bank of Montreal, an estimated $72.1M sold.
Based on aggregated 13F filings for Q3 2013.