Portland General Electric
325 hedge funds and large institutions have $4.36B invested in Portland General Electric in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 105 increasing their positions, 114 reducing their positions, and 25 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
84% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 25
12% more capital invested
Capital invested by funds: $3.89B → $4.36B (+$467M)
6% more funds holding
Funds holding: 308 → 325 (+17)
0.47% less ownership
Funds ownership: 92.54% → 92.08% (-0.47%)
8% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 114
24% less call options, than puts
Call options by funds: $2.99M | Put options by funds: $3.94M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$59.2M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$15.7M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$13.9M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
+$9.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$25.5M |
| 2 |
BlackRock
New York
|
-$24.2M |
| 3 |
Millennium Management
New York
|
-$20.5M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$20.1M |
| 5 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$16.2M |
POR Hedge Fund Activity: Q4 2021 in Review
325 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Portland General Electric (POR) for Q4 2021, worth a combined $4.36B — up 12% from $3.89B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new POR positions and 25 closed out — a net gain of 21 holders — while 105 added to existing stakes and 114 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $59.2M. The largest seller was Invesco, cutting an estimated $25.5M.
- 325 institutional investors held Portland General Electric (POR) as of Q4 2021, up from 308 in Q3 2021.
- Funds reported $4.36B of Portland General Electric stock for Q4 2021, up 12% quarter-over-quarter.
- 46 funds opened new Portland General Electric positions in Q4 2021 and 25 closed out, a net change of +21 holders.
- The largest Portland General Electric buyer in Q4 2021 was First Trust Advisors, an estimated $59.2M added.
- The largest Portland General Electric seller in Q4 2021 was Invesco, an estimated $25.5M sold.
Based on aggregated 13F filings for Q4 2021.