Portland General Electric
329 hedge funds and large institutions have $4.6B invested in Portland General Electric in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 109 increasing their positions, 127 reducing their positions, and 44 closing their positions.
27,200% more call options, than puts
Call options by funds: $1.36M | Put options by funds: $5K
3% more capital invested
Capital invested by funds: $4.44B → $4.6B (+$155M)
0.93% less ownership
Funds ownership: 96% → 95.07% (-0.93%)
4% less funds holding
Funds holding: 342 → 329 (-13)
14% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 127
20% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 44
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
+$56.6M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$44.6M |
| 3 |
CC
Carlson Capital
Dallas,
Texas
|
+$36.8M |
| 4 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$29.6M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
-$33.4M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$17.4M |
| 3 |
BlackRock
New York
|
-$17.2M |
| 4 |
Millennium Management
New York
|
-$12.9M |
| 5 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$12.8M |
POR Hedge Fund Activity: Q2 2019 in Review
329 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Portland General Electric (POR) for Q2 2019, worth a combined $4.6B — up 3.5% from $4.44B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of POR and 35 opened new positions — a net loss of 9 holders — while 127 trimmed existing stakes and 109 added.
The largest buyer was Nuveen, adding an estimated $56.6M. The largest seller was Commonwealth Bank of Australia, cutting an estimated $33.4M.
- 329 institutional investors held Portland General Electric (POR) as of Q2 2019, down from 342 in Q1 2019.
- Funds reported $4.6B of Portland General Electric stock for Q2 2019, up 3.5% quarter-over-quarter.
- 35 funds opened new Portland General Electric positions in Q2 2019 and 44 closed out, a net change of -9 holders.
- The largest Portland General Electric buyer in Q2 2019 was Nuveen, an estimated $56.6M added.
- The largest Portland General Electric seller in Q2 2019 was Commonwealth Bank of Australia, an estimated $33.4M sold.
Based on aggregated 13F filings for Q2 2019.