Portland General Electric
251 hedge funds and large institutions have $2.68B invested in Portland General Electric in 2014 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 91 increasing their positions, 94 reducing their positions, and 21 closing their positions.
1,083% more call options, than puts
Call options by funds: $71K | Put options by funds: $6K
48% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 21
20% more capital inflows, than outflows
Capital inflows: $220M | Capital outflows: $183M
3% more funds holding
Funds holding: 243 → 251 (+8)
0.85% more ownership
Funds ownership: 105.24% → 106.09% (+0.85%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 94
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$23M |
| 2 |
William Blair & Company
Chicago,
Illinois
|
+$16.8M |
| 3 |
Pictet Asset Management (UK)
London,
United Kingdom
|
+$15.2M |
| 4 |
Goldman Sachs
New York
|
+$14.4M |
| 5 |
BlackRock Institutional Trust
San Francisco,
California
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$27.5M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$20M |
| 3 |
NAM
Nexus Asset Management
New York
|
-$16.3M |
| 4 |
Silvercrest Asset Management
New York
|
-$13.4M |
| 5 |
LM
Luminus Management
Houston,
Texas
|
-$9.7M |
POR Hedge Fund Activity: Q1 2014 in Review
251 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Portland General Electric (POR) for Q1 2014, worth a combined $2.68B — up 8.1% from $2.48B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new POR positions and 21 closed out — a net gain of 10 holders — while 91 added to existing stakes and 94 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $23M. The largest seller was Federated Hermes, cutting an estimated $27.5M.
- 251 institutional investors held Portland General Electric (POR) as of Q1 2014, up from 243 in Q4 2013.
- Funds reported $2.68B of Portland General Electric stock for Q1 2014, up 8.1% quarter-over-quarter.
- 31 funds opened new Portland General Electric positions in Q1 2014 and 21 closed out, a net change of +10 holders.
- The largest Portland General Electric buyer in Q1 2014 was Wellington Management Group, an estimated $23M added.
- The largest Portland General Electric seller in Q1 2014 was Federated Hermes, an estimated $27.5M sold.
Based on aggregated 13F filings for Q1 2014.