Portland General Electric
342 hedge funds and large institutions have $4.44B invested in Portland General Electric in 2019 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 115 reducing their positions, and 42 closing their positions.
477% more call options, than puts
Call options by funds: $1.82M | Put options by funds: $316K
17% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 42
12% more capital invested
Capital invested by funds: $3.97B → $4.44B (+$472M)
2% more funds holding
Funds holding: 336 → 342 (+6)
3% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 115
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.12% less ownership
Funds ownership: 97.12% → 96% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$46.3M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$32.5M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$29.3M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$20.9M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$17.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$83.1M |
| 2 |
SAM
Silvercrest Asset Management
New York
|
-$35.5M |
| 3 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
-$26.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$18.9M |
| 5 |
JP Morgan Chase
New York
|
-$18.6M |
POR Hedge Fund Activity: Q1 2019 in Review
342 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Portland General Electric (POR) for Q1 2019, worth a combined $4.44B — up 12% from $3.97B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new POR positions and 42 closed out — a net gain of 7 holders — while 119 added to existing stakes and 115 trimmed.
The largest buyer was Vanguard Group, adding an estimated $46.3M. The largest seller was BlackRock, cutting an estimated $83.1M.
- 342 institutional investors held Portland General Electric (POR) as of Q1 2019, up from 336 in Q4 2018.
- Funds reported $4.44B of Portland General Electric stock for Q1 2019, up 12% quarter-over-quarter.
- 49 funds opened new Portland General Electric positions in Q1 2019 and 42 closed out, a net change of +7 holders.
- The largest Portland General Electric buyer in Q1 2019 was Vanguard Group, an estimated $46.3M added.
- The largest Portland General Electric seller in Q1 2019 was BlackRock, an estimated $83.1M sold.
Based on aggregated 13F filings for Q1 2019.