Portland General Electric
268 hedge funds and large institutions have $3.38B invested in Portland General Electric in 2016 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 97 increasing their positions, 86 reducing their positions, and 27 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
52% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 27
13% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 86
9% more capital invested
Capital invested by funds: $3.1B → $3.38B (+$276M)
4% more funds holding
Funds holding: 257 → 268 (+11)
0.22% more ownership
Funds ownership: 95.97% → 96.19% (+0.22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$98.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$32.2M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$18.5M |
| 4 |
Goldman Sachs
New York
|
+$17.5M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
-$54.5M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$52.1M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$37M |
| 4 |
CI
Cambiar Investors
Denver,
Colorado
|
-$35.4M |
| 5 |
TA
Teachers Advisors
New York
|
-$16.8M |
POR Hedge Fund Activity: Q1 2016 in Review
268 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Portland General Electric (POR) for Q1 2016, worth a combined $3.38B — up 8.9% from $3.1B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new POR positions and 27 closed out — a net gain of 14 holders — while 97 added to existing stakes and 86 trimmed.
The largest buyer was Boston Partners, adding an estimated $98.1M. The largest seller was Duff & Phelps Investment Management, cutting an estimated $54.5M.
- 268 institutional investors held Portland General Electric (POR) as of Q1 2016, up from 257 in Q4 2015.
- Funds reported $3.38B of Portland General Electric stock for Q1 2016, up 8.9% quarter-over-quarter.
- 41 funds opened new Portland General Electric positions in Q1 2016 and 27 closed out, a net change of +14 holders.
- The largest Portland General Electric buyer in Q1 2016 was Boston Partners, an estimated $98.1M added.
- The largest Portland General Electric seller in Q1 2016 was Duff & Phelps Investment Management, an estimated $54.5M sold.
Based on aggregated 13F filings for Q1 2016.