Portland General Electric
243 hedge funds and large institutions have $2.45B invested in Portland General Electric in 2013 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 83 increasing their positions, 106 reducing their positions, and 31 closing their positions.
12,589% more call options, than puts
Call options by funds: $1.14M | Put options by funds: $9K
7% more capital invested
Capital invested by funds: $2.29B → $2.45B (+$155M)
0.01% less ownership
Funds ownership: 105.25% → 105.24% (-0.01%)
5% less funds holding
Funds holding: 255 → 243 (-12)
22% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 106
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
32% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$83.9M |
| 2 |
Goldman Sachs
New York
|
+$42.4M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$32.7M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$22.5M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$18.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$45.7M |
| 2 |
CC
Carlson Capital
Dallas,
Texas
|
-$37.5M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$28.9M |
| 4 |
LM
Luminus Management
Houston,
Texas
|
-$25.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$14.5M |
POR Hedge Fund Activity: Q4 2013 in Review
243 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Portland General Electric (POR) for Q4 2013, worth a combined $2.45B — up 6.8% from $2.29B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of POR and 21 opened new positions — a net loss of 10 holders — while 106 trimmed existing stakes and 83 added.
The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $83.9M. The largest seller was Acadian Asset Management, cutting an estimated $45.7M.
- 243 institutional investors held Portland General Electric (POR) as of Q4 2013, down from 255 in Q3 2013.
- Funds reported $2.45B of Portland General Electric stock for Q4 2013, up 6.8% quarter-over-quarter.
- 21 funds opened new Portland General Electric positions in Q4 2013 and 31 closed out, a net change of -10 holders.
- The largest Portland General Electric buyer in Q4 2013 was Lord, Abbett & Co, an estimated $83.9M added.
- The largest Portland General Electric seller in Q4 2013 was Acadian Asset Management, an estimated $45.7M sold.
Based on aggregated 13F filings for Q4 2013.