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Portland General Electric
POR

Overview Fund Activity

389 hedge funds and large institutions have $4.72B invested in Portland General Electric in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 143 increasing their positions, 129 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+28
Holders Change %
+7.76%
% of All Funds
6.28%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.13%
New
63
Increased
143
Reduced
129
Closed
29
Calls
$3.24M
Puts
$1.84M
Net Calls
+$1.4M
Net Calls Change
+$2.82M

Top Buyers

1
ZP
1
Zimmer Partners
New York
$277M
2
Millennium Management
2
Millennium Management
New York
$47.6M
3
AIP
3
Atlas Infrastructure Partners
United Kingdom
$32.6M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$209M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$196M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$170M
2
Invesco
2
Invesco
Georgia
$27.5M
3
BBL
3
Beck Bode LLC
Massachusetts
$0
4
Lazard Asset Management
4
Lazard Asset Management
New York
$3.2M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$3.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
201
Teza Capital Management
Illinois
$737K -$694K -14,172 -49%
TRSOTSOK
202
Teachers Retirement System of the State of Kentucky
Kentucky
$730K – – –
KMWM
203
Keudell/Morrison Wealth Management
Oregon
$714K -$192K -3,920 -21%
EF
204
Empowered Funds
Pennsylvania
$692K +$692K +14,117 New
NMERB
205
New Mexico Educational Retirement Board
New Mexico
$686K – – –
X
206
Xponance
Pennsylvania
$681K +$245 +5 +0%
KWM
207
Kingsview Wealth Management
Oregon
$661K +$661K +13,486 New
B
208
Bailard
California
$642K – – –
PAMS
209
Pictet Asset Management (Switzerland)
Switzerland
$641K +$327K +6,679 +104%
VI
210
Versor Investments
New York
$637K +$637K +13,006 New
Osaic Holdings
211
Osaic Holdings
Arizona
$634K -$57.5K -1,173 -8%
Janus Henderson Group
212
Janus Henderson Group
United Kingdom
$622K -$622K -12,687 -50%
ETC
213
Exchange Traded Concepts
Oklahoma
$609K +$16.4K +335 +3%
SOADOR
214
State of Alaska Department of Revenue
Alaska
$606K – – –
Zurich Cantonal Bank
215
Zurich Cantonal Bank
Switzerland
$601K +$39.2K +800 +7%
VAS
216
Vestmark Advisory Solutions
Massachusetts
$600K +$11K +224 +2%
FHB
217
First Hawaiian Bank
Hawaii
$572K +$15.7K +321 +3%
Axa
218
Axa
France
$564K -$123K -2,501 -18%
FPF
219
First Pacific Financial
Washington
$552K +$19.9K +407 +4%
CAN
220
Cetera Advisor Networks
California
$531K +$175K +3,574 +49%
William Blair & Company
221
William Blair & Company
Illinois
$530K +$882 +18 +0.2%
BCM
222
Bayesian Capital Management
New York
$529K +$529K +10,806 New
Mariner
223
Mariner
Kansas
$521K -$27.4K -560 -5%
JIR
224
James Investment Research
Ohio
$515K – – –
VRS
225
Virginia Retirement Systems
Virginia
$515K +$172K +3,500 +50%
7 8
9
10 11