Portland General Electric
322 hedge funds and large institutions have $3.56B invested in Portland General Electric in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 115 increasing their positions, 119 reducing their positions, and 36 closing their positions.
78% more call options, than puts
Call options by funds: $2.14M | Put options by funds: $1.2M
14% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 36
1% more funds holding
Funds holding: 318 → 322 (+4)
3% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 119
1.41% less ownership
Funds ownership: 96.55% → 95.14% (-1.4%)
14% less capital invested
Capital invested by funds: $4.14B → $3.56B (-$584M)
83% less funds holding in top 10
Funds holding in top 10: 6 → 1 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$47M |
| 2 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
+$38.9M |
| 3 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$34.8M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$25.7M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
+$14.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$65.9M |
| 2 |
Renaissance Technologies
New York
|
-$33.4M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$25.2M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$23.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$20.4M |
POR Hedge Fund Activity: Q2 2020 in Review
322 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Portland General Electric (POR) for Q2 2020, worth a combined $3.56B — down 14% from $4.14B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new POR positions and 36 closed out — a net gain of 5 holders — while 115 added to existing stakes and 119 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $47M. The largest seller was AJO LP, cutting an estimated $65.9M.
- 322 institutional investors held Portland General Electric (POR) as of Q2 2020, up from 318 in Q1 2020.
- Funds reported $3.56B of Portland General Electric stock for Q2 2020, down 14% quarter-over-quarter.
- 41 funds opened new Portland General Electric positions in Q2 2020 and 36 closed out, a net change of +5 holders.
- The largest Portland General Electric buyer in Q2 2020 was Wellington Management Group, an estimated $47M added.
- The largest Portland General Electric seller in Q2 2020 was AJO LP, an estimated $65.9M sold.
Based on aggregated 13F filings for Q2 2020.