Portland General Electric
390 hedge funds and large institutions have $4.5B invested in Portland General Electric in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 154 increasing their positions, 118 reducing their positions, and 48 closing their positions.
675% more call options, than puts
Call options by funds: $1.64M | Put options by funds: $212K
44% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 48
31% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 118
10% more capital invested
Capital invested by funds: $4.08B → $4.5B (+$412M)
5% more funds holding
Funds holding: 371 → 390 (+19)
2.99% more ownership
Funds ownership: 99.55% → 102.53% (+3%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Channing Capital Management
Chicago,
Illinois
|
+$47.7M |
| 2 |
Neuberger Berman Group
New York
|
+$44.4M |
| 3 |
Goldman Sachs
New York
|
+$42.2M |
| 4 |
BlackRock
New York
|
+$32.7M |
| 5 |
Morgan Stanley
New York
|
+$20.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
-$71.3M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$29.9M |
| 3 |
MHI
Miller Howard Investments
Kingston,
New York
|
-$27.9M |
| 4 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$25.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$24.4M |
POR Hedge Fund Activity: Q4 2023 in Review
390 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Portland General Electric (POR) for Q4 2023, worth a combined $4.5B — up 10% from $4.08B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new POR positions and 48 closed out — a net gain of 21 holders — while 154 added to existing stakes and 118 trimmed.
The largest buyer was Channing Capital Management, opening a new position worth an estimated $47.7M. The largest seller was Zimmer Partners, exiting entirely with an estimated $71.3M sold.
- 390 institutional investors held Portland General Electric (POR) as of Q4 2023, up from 371 in Q3 2023.
- Funds reported $4.5B of Portland General Electric stock for Q4 2023, up 10% quarter-over-quarter.
- 69 funds opened new Portland General Electric positions in Q4 2023 and 48 closed out, a net change of +21 holders.
- The largest Portland General Electric buyer in Q4 2023 was Channing Capital Management, an estimated $47.7M added.
- The largest Portland General Electric seller in Q4 2023 was Zimmer Partners, an estimated $71.3M sold.
Based on aggregated 13F filings for Q4 2023.