Portland General Electric
336 hedge funds and large institutions have $3.97B invested in Portland General Electric in 2018 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 122 increasing their positions, 110 reducing their positions, and 19 closing their positions.
639% more call options, than puts
Call options by funds: $2.27M | Put options by funds: $307K
163% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 19
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
11% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 110
10% more funds holding
Funds holding: 305 → 336 (+31)
0% more capital invested
Capital invested by funds: $3.97B → $3.97B (+$7.01M)
0.37% less ownership
Funds ownership: 97.49% → 97.12% (-0.37%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$70.7M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$22.3M |
| 3 |
SI
Scout Investments
Kansas City,
Missouri
|
+$18.9M |
| 4 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
|
+$15.5M |
| 5 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
+$13.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$133M |
| 2 |
Man Group
London,
United Kingdom
|
-$26.1M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$19.2M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$17.8M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$14.1M |
POR Hedge Fund Activity: Q4 2018 in Review
336 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Portland General Electric (POR) for Q4 2018, worth a combined $3.97B — up 0.18% from $3.97B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new POR positions and 19 closed out — a net gain of 31 holders — while 122 added to existing stakes and 110 trimmed.
The largest buyer was BlackRock, adding an estimated $70.7M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $133M.
- 336 institutional investors held Portland General Electric (POR) as of Q4 2018, up from 305 in Q3 2018.
- Funds reported $3.97B of Portland General Electric stock for Q4 2018, up 0.18% quarter-over-quarter.
- 50 funds opened new Portland General Electric positions in Q4 2018 and 19 closed out, a net change of +31 holders.
- The largest Portland General Electric buyer in Q4 2018 was BlackRock, an estimated $70.7M added.
- The largest Portland General Electric seller in Q4 2018 was Fuller & Thaler Asset Management, an estimated $133M sold.
Based on aggregated 13F filings for Q4 2018.