Portland General Electric
369 hedge funds and large institutions have $4.83B invested in Portland General Electric in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 152 increasing their positions, 122 reducing their positions, and 52 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 122
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
13% more call options, than puts
Call options by funds: $10.8M | Put options by funds: $9.58M
2% less capital invested
Capital invested by funds: $4.91B → $4.83B (-$84.5M)
4% less funds holding
Funds holding: 384 → 369 (-15)
5.83% less ownership
Funds ownership: 112.41% → 106.58% (-5.8%)
25% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$140M |
| 2 |
AIP
Atlas Infrastructure Partners
London,
United Kingdom
|
+$91.3M |
| 3 |
Goldman Sachs
New York
|
+$58.8M |
| 4 |
BlackRock
New York
|
+$48.8M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$105M |
| 2 |
Millennium Management
New York
|
-$87.6M |
| 3 |
ZP
Zimmer Partners
New York
|
-$82M |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$18.7M |
| 5 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$16.8M |
POR Hedge Fund Activity: Q2 2023 in Review
369 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Portland General Electric (POR) for Q2 2023, worth a combined $4.83B — down 1.7% from $4.91B a quarter earlier.
Sellers outnumbered buyers: 52 funds closed out of POR and 39 opened new positions — a net loss of 13 holders — while 122 trimmed existing stakes and 152 added.
The largest buyer was AllianceBernstein, adding an estimated $140M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $105M.
- 369 institutional investors held Portland General Electric (POR) as of Q2 2023, down from 384 in Q1 2023.
- Funds reported $4.83B of Portland General Electric stock for Q2 2023, down 1.7% quarter-over-quarter.
- 39 funds opened new Portland General Electric positions in Q2 2023 and 52 closed out, a net change of -13 holders.
- The largest Portland General Electric buyer in Q2 2023 was AllianceBernstein, an estimated $140M added.
- The largest Portland General Electric seller in Q2 2023 was Fuller & Thaler Asset Management, an estimated $105M sold.
Based on aggregated 13F filings for Q2 2023.