Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Portland Gen Elec Co (POR)

493 + Investors. Track Smart Money conviction in POR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +41
Streak
3Q ▲
Buyers last Q
64%

Smart Money Signals — POR

Based on 499 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added POR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
499 hedge funds hold POR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+55 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 64% buying

301 buying170 selling
Last quarter: 301 funds were net buyers (90 opened a brand new position + 211 added to an existing one). Only 170 were sellers (121 trimmed + 49 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new POR position: 41 → 67 → 84 → 90. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 18% medium ■ 20% new
313 out of 499 hedge funds have held POR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

57 → 41 → 67 → 84 → 90 new funds/Q
New funds entering each quarter: 41 → 67 → 84 → 90. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 69% veterans vs 21% newcomers

■ 69% veterans ■ 10% 1-2yr ■ 21% new
Entry-cohort mix of 504 holders: 348 (69%) are 2+ year veterans, 48 entered 1–2 years ago, and 108 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
55 of 498 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in POR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — POR

In 2026 Q1, 301 hedge funds were net buyers of POR (90 opened a new position, 211 added to an existing one), while 170 reduced or exited (121 trimmed, 49 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 44% of total institutional value in POR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +41 funds (more new holders than closures). Total institutional holders: 499.

Hedge Fund Ownership: POR

How many hedge funds hold POR — quarterly history vs. share price
Quarterly hedge fund ownership of POR vs. share price

Market Analysis: POR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: POR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Portland Gen Elec Co (POR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much POR has moved relative to its sector benchmark (XLU) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 83d ago
POR
-4.9%
XLU
-2.5%

POR outperformed XLU by -2.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
POR
+6.1%
XLU
+2.0%

Since the filing became public, POR outperformed XLU by +4.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

30 top-rated funds 1 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: POR
493 + Investors

Track Smart Money conviction in POR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 493 458 7.64%
13F Shares 118M 111M 6.63%
Total Value $5.91B $5.30B 11.49%
New Positions 87 84 +3
Increased Positions 211 176 +35
Closed Positions 52 53 -1
Reduced Positions 118 136 -18
Total Calls 4 5 -20.0%
Total Puts 2 4 -50.0%
PUT/CALL Ratio 0.5 0.8 Bullish

Statistics: POR

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

493 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in POR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 POR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HITE Hedge Asset Management LLC 8.01% 2,690,996 $142.0M
2 Longboard Asset Management, LP 3.56% 3,904 $206K
3 Teza Capital Management LLC 2.36% 12,214 $645K
4 John G Ullman & Associates Inc 1.50% 214,357 $11.3M
5 Dean Capital Management 1.49% 68,296 $3.6M
6 Moody Aldrich Partners LLC 1.42% 148,821 $7.9M
7 Fox Hill Wealth Management 1.00% 39,447 $2.1M
8 Nuance Investments, LLC 0.95% 128,448 $6.8M
9 DC Investments Management, LLC 0.82% 40,750 $2.2M
10 Systematic Financial Management LP 0.76% 629,339 $33.2M
11 Icon Advisers Inc/Co 0.73% 60,266 $3.2M
12 Dean Investment Associates, LLC 0.72% 97,450 $5.1M
13 Fuller & Thaler Asset Management, INC. 0.70% 3,934,845 $207.6M
14 Castellan Group 0.69% 94,433 $5.0M
15 Polymer Capital Management (US) LLC 0.63% 117,505 $6.2M
16 Leeward Investments, LLC - MA 0.61% 232,868 $12.3M
17 Bridgefront Capital, LLC 0.47% 35,676 $1.9M
18 Edgestream Partners, L.P. 0.47% 269,147 $14.2M
19 Wedge Capital Management L L P/Nc 0.43% 441,995 $23.3M
20 Inceptionr LLC 0.42% 33,420 $1.8M
21 Sapience Investments, LLC 0.42% 61 $3K
22 Carrera Capital Advisors 0.40% 49,041 $2.6M
23 Watershed Asset Management, L.L.C. 0.39% 7,176 $379K
24 Bayforest Capital Ltd 0.37% 6,345 $335K
25 Bank & Trust Co 0.35% 9,917 $523K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Portland Gen Elec Co (POR)

What does the Smart Money Trend signal show for POR?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added POR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for POR?

More buyers than sellers — 64% buying: Last quarter: 301 funds were net buyers (90 opened a brand new position + 211 added to an existing one). Only 170 were sellers (121 trimmed + 49 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for POR holders?

Elite ownership — 44% AUM from top-100 funds: 55 of 498 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in POR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held POR?

63% of holders stayed for 2+ years: 313 out of 499 hedge funds have held POR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Portland Gen Elec Co (POR) following the 2026 Q1 hedge fund 13F filings?

As of today, POR has moved +6.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the XLU sector ETF — an outperformance of +4.1%. Since the quarter end (March 31, 2026), POR has gained -4.9% vs -2.5% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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