Portland General Electric
319 hedge funds and large institutions have $3.94B invested in Portland General Electric in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 114 increasing their positions, 110 reducing their positions, and 43 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
14% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 43
11% more capital invested
Capital invested by funds: $3.56B → $3.94B (+$388M)
10% more call options, than puts
Call options by funds: $2.11M | Put options by funds: $1.92M
4% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 110
1% more funds holding
Funds holding: 316 → 319 (+3)
0.24% more ownership
Funds ownership: 92.74% → 92.98% (+0.24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$65M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$56M |
| 3 |
Cohen & Steers
New York
|
+$23.3M |
| 4 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$15.5M |
| 5 |
ClearBridge Investments
New York
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parnassus Investments
San Francisco,
California
|
-$74.3M |
| 2 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$47.9M |
| 3 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$22.5M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$19M |
| 5 |
Renaissance Technologies
New York
|
-$17.1M |
POR Hedge Fund Activity: Q1 2021 in Review
319 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Portland General Electric (POR) for Q1 2021, worth a combined $3.94B — up 11% from $3.56B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new POR positions and 43 closed out — a net gain of 6 holders — while 114 added to existing stakes and 110 trimmed.
The largest buyer was Fuller & Thaler Asset Management, adding an estimated $65M. The largest seller was Parnassus Investments, exiting entirely with an estimated $74.3M sold.
- 319 institutional investors held Portland General Electric (POR) as of Q1 2021, up from 316 in Q4 2020.
- Funds reported $3.94B of Portland General Electric stock for Q1 2021, up 11% quarter-over-quarter.
- 49 funds opened new Portland General Electric positions in Q1 2021 and 43 closed out, a net change of +6 holders.
- The largest Portland General Electric buyer in Q1 2021 was Fuller & Thaler Asset Management, an estimated $65M added.
- The largest Portland General Electric seller in Q1 2021 was Parnassus Investments, an estimated $74.3M sold.
Based on aggregated 13F filings for Q1 2021.