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Portland General Electric
POR

Overview Fund Activity

382 hedge funds and large institutions have $4.31B invested in Portland General Electric in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 144 increasing their positions, 141 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
-6
Holders Change %
-1.55%
% of All Funds
5.54%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
43
Increased
144
Reduced
141
Closed
46
Calls
$1.87M
Puts
$22.6M
Net Calls
-$20.8M
Net Calls Change
-$22.2M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$148M
2
Invesco
2
Invesco
Georgia
$77.3M
3
HHAM
3
HITE Hedge Asset Management
Massachusetts
$58.3M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$28.5M
5
CCM
5
Channing Capital Management
Illinois
$62.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$66.3M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$4.98M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$46.6M
4
Millennium Management
4
Millennium Management
New York
$14.4M
5
LP
5
LMR Partners
United Kingdom
$3.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
JF
176
Jump Financial
Illinois
$1.01M -$725K -17,273 -42%
VanEck Associates
177
VanEck Associates
New York
$1.01M +$45K +1,072 +5%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$999K -$26.9K -641 -3%
MFS
179
Mirabella Financial Services
United Kingdom
$951K +$951K +22,648 New
NMIMC
180
Northwestern Mutual Investment Management Company
Wisconsin
$947K +$2.39K +57 +0.3%
CCM
181
Cullen Capital Management
New York
$929K -$127K -3,026 -12%
Teacher Retirement System of Texas
182
Teacher Retirement System of Texas
Texas
$917K +$66.5K +1,584 +8%
AA
183
ALPS Advisors
Colorado
$913K +$138K +3,274 +18%
VCP
184
Vista Capital Partners
Oregon
$909K – – –
WG
185
Winton Group
United Kingdom
$886K +$511K +12,165 +136%
CA
186
Cetera Advisors
Colorado
$819K +$572K +13,618 +232%
Zurich Cantonal Bank
187
Zurich Cantonal Bank
Switzerland
$816K -$84.7K -2,017 -9%
TI
188
Tidal Investments
Wisconsin
$801K +$27.7K +662 +4%
NMERB
189
New Mexico Educational Retirement Board
New Mexico
$764K – – –
Walleye Trading
190
Walleye Trading
New York
$744K +$744K +17,720 New
AAM
191
Advisors Asset Management
Colorado
$738K -$219K -5,207 -23%
Pictet Asset Management
192
Pictet Asset Management
Switzerland
$700K +$94.4K +2,247 +16%
OLA
193
Oliver Luxxe Assets
New Jersey
$700K +$700K +16,675 New
FC
194
FORA Capital
Florida
$695K +$695K +16,550 New
Capstone Investment Advisors
195
Capstone Investment Advisors
New York
$689K -$1.29M -30,780 -65%
VI
196
Versor Investments
New York
$689K +$109K +2,600 +19%
OAM
197
Oppenheimer Asset Management
New York
$681K -$127K -3,017 -16%
Cambridge Investment Research Advisors
198
Cambridge Investment Research Advisors
Iowa
$656K +$1.51K +36 +0.2%
AQR Capital Management
199
AQR Capital Management
Connecticut
$655K -$1.06M -25,363 -62%
M&T Bank
200
M&T Bank
New York
$651K -$124K -2,958 -16%
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