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Portland General Electric

246 hedge funds and large institutions have $2.87B invested in Portland General Electric in 2015 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 86 increasing their positions, 102 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,152% more call options, than puts

Call options by funds: $626K | Put options by funds: $50K

2.89% more ownership

Funds ownership: 108.35%111.24% (+2.9%)

6% less funds holding

Funds holding: 263246 (-17)

9% less capital invested

Capital invested by funds: $3.13B → $2.87B (-$267M)

16% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 102

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

39% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 38

Holders
246
Holders Change
-17
Holders Change %
-6.46%
% of All Funds
6.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
23
Increased
86
Reduced
102
Closed
38
Calls
$626K
Puts
$50K
Net Calls
+$576K
Net Calls Change
-$200K
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
201
Ladenburg Thalmann Financial Services
Florida
$207K +$7.37K +210 +3%
FHA
202
First Horizon Advisors
Tennessee
$203K
AIP
203
Ameritas Investment Partners
Nebraska
$200K -$33.7K -960 -14%
LNB
204
Ledyard National Bank
$193K -$15.8K -450 -7%
MPWT
205
MassMutual Private Wealth & Trust
Connecticut
$175K -$31.5K -897 -15%
ST
206
Smithfield Trust
Pennsylvania
$173K -$69.9K -1,992 -28%
CHP
207
Cable Hill Partners
Oregon
$159K -$6.98K -199 -4%
SG Americas Securities
208
SG Americas Securities
New York
$158K +$982 +28 +0.6%
AGM
209
Alpine Global Management
New York
$149K +$157K +4,491 New
MSFP
210
Mark Sheptoff Financial Planning
Connecticut
$134K +$70.1K +2,000 +98%
AAM
211
Advisors Asset Management
Colorado
$121K -$3.44K -98 -3%
HIM
212
Hillsdale Investment Management
Ontario, Canada
$116K +$10.5K +300 +9%
TRCT
213
Tower Research Capital (TRC)
New York
$113K -$108K -3,085 -48%
Teacher Retirement System of Texas
214
Teacher Retirement System of Texas
Texas
$101K -$5.87M -167,396 -98%
HNB
215
Huntington National Bank
Ohio
$98K
MFS
216
MSI Financial Services
Massachusetts
$75K +$6.49K +185 +9%
WTB
217
Washington Trust Bank
Washington
$72K
KT
218
Kanaly Trust
Texas
$70K
CAW
219
Cornerstone Advisors (Washington)
Washington
$65K
AIM
220
Advantage Investment Management
Iowa
$58K
SSG
221
Summit Securities Group
New York
$50K +$52.6K +1,500 New
Barclays
222
Barclays
United Kingdom
$49K -$664K -18,926 -93%
LWCFA
223
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42K -$701 -20 -2%
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
$41K -$2.14K -61 -5%
TF
225
Tompkins Financial
New York
$33K

POR Hedge Fund Activity: Q2 2015 in Review

246 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Portland General Electric (POR) for Q2 2015, worth a combined $2.87B — down 8.5% from $3.13B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of POR and 23 opened new positions — a net loss of 15 holders — while 102 trimmed existing stakes and 86 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $75.6M. The largest seller was Systematic Financial Management, cutting an estimated $31.2M.

  • 246 institutional investors held Portland General Electric (POR) as of Q2 2015, down from 263 in Q1 2015.
  • Funds reported $2.87B of Portland General Electric stock for Q2 2015, down 8.5% quarter-over-quarter.
  • 23 funds opened new Portland General Electric positions in Q2 2015 and 38 closed out, a net change of -15 holders.
  • The largest Portland General Electric buyer in Q2 2015 was T. Rowe Price Associates, an estimated $75.6M added.
  • The largest Portland General Electric seller in Q2 2015 was Systematic Financial Management, an estimated $31.2M sold.

Based on aggregated 13F filings for Q2 2015.