We are live on ! Find out more
POR icon

Portland General Electric
POR

384 hedge funds and large institutions have $4.91B invested in Portland General Electric in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 141 increasing their positions, 131 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,184% more call options, than puts

Call options by funds: $2.57M | Put options by funds: $200K

3.14% more ownership

Funds ownership: 109.27% → 112.41% (+3.1%)

8% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 131

6% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 47

4% more capital invested

Capital invested by funds: $4.72B → $4.91B (+$187M)

2% less funds holding

Funds holding: 390 → 384 (-6)

38% less funds holding in top 10

Funds holding in top 10: 8 → 5 (-3)

Holders
384
Holders Change
-6
Holders Change %
-1.54%
% of All Funds
6.12%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
50
Increased
141
Reduced
131
Closed
47
Calls
$2.57M
Puts
$200K
Net Calls
+$2.37M
Net Calls Change
+$966K

Top Buyers

1
AIP
Atlas Infrastructure Partners
United Kingdom
+$93M
2
Millennium Management
Millennium Management
New York
+$39.3M
3
ProShare Advisors
ProShare Advisors
Maryland
+$34.7M
4
Goldman Sachs
Goldman Sachs
New York
+$32.7M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$21M

Top Sellers

1
BlackRock
BlackRock
New York
-$44.3M
2
ECM
ExodusPoint Capital Management
New York
-$22.4M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$20.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$16.5M
5
LSV Asset Management
LSV Asset Management
Illinois
-$15.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
76
SEI Investments
Pennsylvania
$7.3M +$28.2K +591 +0.4%
ZIM
77
Zacks Investment Management
Illinois
$7.27M +$453K +9,480 +7%
AWCI
78
Alpine Woods Capital Investors
New York
$7.25M -$958K -20,062 -12%
MAP
79
Moody Aldrich Partners
Massachusetts
$7.15M -$3.01M -62,960 -30%
OTPPB
80
Ontario Teachers' Pension Plan Board
Ontario, Canada
$7.06M +$2.43M +50,914 +55%
PAM
81
Panagora Asset Management
Massachusetts
$6.8M -$1.31M -27,341 -16%
WCF
82
West Coast Financial
California
$6.44M -$10.9K -228 -0.2%
Citadel Advisors
83
Citadel Advisors
Florida
$6.44M +$948K +19,853 +18%
JGUA
84
John G. Ullman & Associates
New York
$6.43M -$38.2K -800 -0.6%
CGH
85
Crossmark Global Holdings
Texas
$6.4M +$159K +3,328 +3%
BC
86
Burney Company
Virginia
$6.3M +$1.18M +24,723 +24%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.15M -$140K -2,924 -2%
PFC
88
Phocas Financial Corp
California
$5.94M +$56.6K +1,185 +1%
UBS AM
89
UBS AM
Illinois
$5.86M -$413K -8,652 -7%
Retirement Systems of Alabama
90
Retirement Systems of Alabama
Alabama
$5.7M -$48.6K -1,018 -0.9%
HF
91
HRT Financial
New York
$5.66M +$2.33M +48,872 +73%
AG
92
Algert Global
California
$5.54M +$162K +3,400 +3%
California State Teachers Retirement System (CalSTRS)
93
California State Teachers Retirement System (CalSTRS)
California
$5.5M -$77.7K -1,627 -1%
SFI
94
Susquehanna Fundamental Investments
Pennsylvania
$5.45M -$690K -14,441 -11%
CAM
95
Congress Asset Management
Massachusetts
$5.38M +$451K +9,448 +9%
DIA
96
Dean Investment Associates
Ohio
$5.24M -$80.7K -1,689 -2%
RGC
97
Redwood Grove Capital
California
$5.03M – – –
First Manhattan
98
First Manhattan
New York
$5.03M -$116K -2,420 -2%
AQR Capital Management
99
AQR Capital Management
Connecticut
$5.02M -$2.56M -53,510 -34%
Tudor Investment Corp
100
Tudor Investment Corp
Connecticut
$4.96M +$2.32M +48,491 +91%
2 3
4
5 6

POR Hedge Fund Activity: Q1 2023 in Review

384 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Portland General Electric (POR) for Q1 2023, worth a combined $4.91B — up 4% from $4.72B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new POR positions and 47 closed out — a net gain of 3 holders — while 141 added to existing stakes and 131 trimmed.

The largest buyer was Atlas Infrastructure Partners, adding an estimated $93M. The largest seller was BlackRock, cutting an estimated $44.3M.

  • 384 institutional investors held Portland General Electric (POR) as of Q1 2023, down from 390 in Q4 2022.
  • Funds reported $4.91B of Portland General Electric stock for Q1 2023, up 4% quarter-over-quarter.
  • 50 funds opened new Portland General Electric positions in Q1 2023 and 47 closed out, a net change of +3 holders.
  • The largest Portland General Electric buyer in Q1 2023 was Atlas Infrastructure Partners, an estimated $93M added.
  • The largest Portland General Electric seller in Q1 2023 was BlackRock, an estimated $44.3M sold.

Based on aggregated 13F filings for Q1 2023.