Portland General Electric
436 hedge funds and large institutions have $5.07B invested in Portland General Electric in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 176 increasing their positions, 135 reducing their positions, and 33 closing their positions.
88% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 33
30% more repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 135
10% more capital invested
Capital invested by funds: $4.59B → $5.07B (+$473M)
7% more funds holding
Funds holding: 409 → 436 (+27)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.48% less ownership
Funds ownership: 103.05% → 102.57% (-0.48%)
48% less call options, than puts
Call options by funds: $3.66M | Put options by funds: $7.11M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$46M |
| 2 |
ZP
Zimmer Partners
New York
|
+$44.6M |
| 3 |
Morgan Stanley
New York
|
+$28.2M |
| 4 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$24.8M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$66.3M |
| 2 |
HHAM
HITE Hedge Asset Management
Braintree,
Massachusetts
|
-$34.1M |
| 3 |
BlackRock
New York
|
-$22.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$18.3M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
-$16M |
POR Hedge Fund Activity: Q3 2024 in Review
436 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Portland General Electric (POR) for Q3 2024, worth a combined $5.07B — up 10% from $4.59B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new POR positions and 33 closed out — a net gain of 29 holders — while 176 added to existing stakes and 135 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $46M. The largest seller was Goldman Sachs, cutting an estimated $66.3M.
- 436 institutional investors held Portland General Electric (POR) as of Q3 2024, up from 409 in Q2 2024.
- Funds reported $5.07B of Portland General Electric stock for Q3 2024, up 10% quarter-over-quarter.
- 62 funds opened new Portland General Electric positions in Q3 2024 and 33 closed out, a net change of +29 holders.
- The largest Portland General Electric buyer in Q3 2024 was First Trust Advisors, an estimated $46M added.
- The largest Portland General Electric seller in Q3 2024 was Goldman Sachs, an estimated $66.3M sold.
Based on aggregated 13F filings for Q3 2024.