Portland General Electric
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$43.2M |
| 2 |
BlackRock
New York
|
+$34.5M |
| 3 |
AIP
Atlas Infrastructure Partners
London,
United Kingdom
|
+$32.8M |
| 4 |
Millennium Management
New York
|
+$29.6M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$27.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$128M |
| 2 |
ZP
Zimmer Partners
New York
|
-$101M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$79.8M |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$13.5M |
| 5 |
BBL
Beck Bode LLC
Dedham,
Massachusetts
|
-$9.2M |
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.