Portland General Electric
389 hedge funds and large institutions have $4.72B invested in Portland General Electric in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 142 increasing their positions, 130 reducing their positions, and 29 closing their positions.
167% more funds holding in top 10
Funds holding in top 10: 3 → 8 (+5)
117% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 29
76% more call options, than puts
Call options by funds: $3.24M | Put options by funds: $1.84M
25% more capital invested
Capital invested by funds: $3.79B → $4.72B (+$935M)
10.33% more ownership
Funds ownership: 97.56% → 107.89% (+10%)
7% more funds holding
Funds holding: 362 → 389 (+27)
9% more repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 130
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
+$262M |
| 2 |
Millennium Management
New York
|
+$40.6M |
| 3 |
AIP
Atlas Infrastructure Partners
London,
United Kingdom
|
+$30.8M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$30.8M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$29.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$22.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$19M |
| 3 |
BBL
Beck Bode LLC
Dedham,
Massachusetts
|
-$10.8M |
| 4 |
Lazard Asset Management
New York
|
-$6.99M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$6.41M |
POR Hedge Fund Activity: Q4 2022 in Review
389 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Portland General Electric (POR) for Q4 2022, worth a combined $4.72B — up 25% from $3.79B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new POR positions and 29 closed out — a net gain of 34 holders — while 142 added to existing stakes and 130 trimmed.
The largest buyer was Zimmer Partners, opening a new position worth an estimated $262M. The largest seller was Fidelity Investments, cutting an estimated $22.8M.
- 389 institutional investors held Portland General Electric (POR) as of Q4 2022, up from 362 in Q3 2022.
- Funds reported $4.72B of Portland General Electric stock for Q4 2022, up 25% quarter-over-quarter.
- 63 funds opened new Portland General Electric positions in Q4 2022 and 29 closed out, a net change of +34 holders.
- The largest Portland General Electric buyer in Q4 2022 was Zimmer Partners, an estimated $262M added.
- The largest Portland General Electric seller in Q4 2022 was Fidelity Investments, an estimated $22.8M sold.
Based on aggregated 13F filings for Q4 2022.