Portland General Electric
275 hedge funds and large institutions have $3.65B invested in Portland General Electric in 2016 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 96 increasing their positions, 89 reducing their positions, and 26 closing their positions.
62% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 26
5% more funds holding
Funds holding: 262 → 275 (+13)
8% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 89
1% more capital invested
Capital invested by funds: $3.62B → $3.65B (+$33.9M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.83% less ownership
Funds ownership: 95.66% → 94.82% (-0.83%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$39.5M |
| 2 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$38.4M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$20.9M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$18M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$32M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$23.1M |
| 3 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$21.3M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$19.3M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$19M |
POR Hedge Fund Activity: Q4 2016 in Review
275 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Portland General Electric (POR) for Q4 2016, worth a combined $3.65B — up 0.94% from $3.62B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new POR positions and 26 closed out — a net gain of 16 holders — while 96 added to existing stakes and 89 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $39.5M. The largest seller was Wellington Management Group, exiting entirely with an estimated $32M sold.
- 275 institutional investors held Portland General Electric (POR) as of Q4 2016, up from 262 in Q3 2016.
- Funds reported $3.65B of Portland General Electric stock for Q4 2016, up 0.94% quarter-over-quarter.
- 42 funds opened new Portland General Electric positions in Q4 2016 and 26 closed out, a net change of +16 holders.
- The largest Portland General Electric buyer in Q4 2016 was JP Morgan Chase, an estimated $39.5M added.
- The largest Portland General Electric seller in Q4 2016 was Wellington Management Group, an estimated $32M sold.
Based on aggregated 13F filings for Q4 2016.