Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Portland Gen Elec Co (POR)

495 + 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
↓ -5
Streak
1Q ▼
Buyers last Q
56%

Smart Money Signals — POR

Based on 497 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their POR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
497 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 — +18% more funds vs a year ago

fund count last 6Q
+77 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

273 buying216 selling
Last quarter: 273 funds bought or added vs 216 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-27 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 68 → 84 → 91 → 64. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 17% medium ■ 19% new
320 out of 497 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.
➡️

Steady discovery — ~64 new funds/quarter

42 → 68 → 84 → 91 → 64 new funds/Q
New funds entering each quarter: 68 → 84 → 91 → 64. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 70% veterans vs 21% newcomers

■ 70% veterans ■ 10% 1-2yr ■ 21% new
Entry-cohort mix of 502 holders: 350 (70%) are 2+ year veterans, 49 entered 1–2 years ago, and 103 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds
55 of 496 holders are among the 100 largest funds by AUM, controlling 64% 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 Q2, 273 hedge funds were net buyers of POR (64 opened a new position, 209 added to an existing one), while 216 reduced or exited (147 trimmed, 69 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 64% of total institutional value in POR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 497.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 1 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: POR
495 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 495 502 -1.39%
13F Shares 123M 119M 3.48%
Total Value $6.15B $5.97B 3.08%
New Positions 64 91 -27
Increased Positions 206 211 -5
Closed Positions 70 49 +21
Reduced Positions 146 122 +24
Total Calls 3 4 -25.0%
Total Puts 2 2 -
PUT/CALL Ratio 0.67 0.5 Bullish

Statistics: POR

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

495 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HITE Hedge Asset Management LLC 6.06% 2,133,988 $110.6M
2 Longboard Asset Management, LP 3.39% 3,904 $202K
3 Nuance Investments, LLC 2.42% 274,376 $14.2M
4 Martin Capital Partners, LLC 2.07% 108,542 $5.6M
5 Dean Capital Management 1.75% 93,019 $4.8M
6 John G Ullman & Associates Inc 1.28% 202,882 $10.5M
7 Moody Aldrich Partners LLC 1.10% 118,329 $6.1M
8 Fox Hill Wealth Management 0.87% 42,047 $2.2M
9 Dean Investment Associates, LLC 0.87% 128,069 $6.6M
10 Broadwater Capital Management LLC 0.84% 23,314 $1.1M
11 Systematic Financial Management LP 0.73% 711,771 $36.9M
12 DC Investments Management, LLC 0.72% 40,750 $2.1M
13 Polymer Capital Management (US) LLC 0.63% 91,466 $4.7M
14 Icon Advisers Inc/Co 0.59% 60,266 $3.1M
15 Fuller & Thaler Asset Management, INC. 0.54% 3,841,325 $199.1M
16 Leeward Investments, LLC - MA 0.54% 228,786 $11.9M
17 Algert Global LLC 0.39% 637,692 $33.1M
18 Carrera Capital Advisors 0.39% 50,174 $2.6M
19 Chelsea Counsel Co 0.34% 15,300 $801K
20 Bank & Trust Co 0.33% 10,115 $524K
21 Wedge Capital Management L L P/Nc 0.32% 377,171 $19.5M
22 Soros Fund Management LLC 0.32% 500,000 $25.9M
23 Michels Family Financial, LLC 0.29% 8,761 $454K
24 Sciencast Management LP 0.28% 25,600 $1.3M
25 Clearbridge Investments, LLC 0.27% 6,363,146 $329.8M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their POR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for POR?

Slight buying edge — 56% buying: Last quarter: 273 funds bought or added vs 216 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for POR holders?

Elite ownership — 64% AUM from top-100 funds: 55 of 496 holders are among the 100 largest funds by AUM, controlling 64% 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?

64% of holders stayed for 2+ years: 320 out of 497 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.

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.

Full history →