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Northwest Natural Holdings

229 hedge funds and large institutions have $1.4B invested in Northwest Natural Holdings in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 66 increasing their positions, 87 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $1.1M

1.17% less ownership

Funds ownership: 76.4%75.22% (-1.2%)

10% less funds holding

Funds holding: 255229 (-26)

18% less capital invested

Capital invested by funds: $1.71B → $1.4B (-$310M)

24% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 87

51% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 47

Holders
229
Holders Change
-26
Holders Change %
-10.2%
% of All Funds
5.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
66
Reduced
87
Closed
47
Calls
$1.4M
Puts
$1.1M
Net Calls
+$298K
Net Calls Change
+$533K
Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
226
Harvest Group Wealth Management
Massachusetts
$1K -$7.06K -101 -78%
GAM
227
Gemmer Asset Management
California
$1K
PWMG
228
Prestige Wealth Management Group
New Jersey
$1K +$1.54K +22 New
TPCW
229
TD Private Client Wealth
New York
$371
Parnassus Investments
230
Parnassus Investments
California
-$74.5M -1,010,476 Closed
RS
231
Robeco Schweiz
Switzerland
-$8.77M -120,000 Closed
PP
232
Paloma Partners
Connecticut
-$8.44M -114,437 Closed
NI
233
Nuance Investments
Missouri
-$7.23M -97,939 Closed
HF
234
HRT Financial
New York
-$5.78M -78,458 Closed
Verition Fund Management
235
Verition Fund Management
Connecticut
-$3.19M -43,303 Closed
Assenagon Asset Management
236
Assenagon Asset Management
Luxembourg
-$2.95M -39,982 Closed
PPL
237
PATRIZIA Pty Ltd
Australia
-$2.9M -39,306 Closed
Jane Street
238
Jane Street
New York
-$2.77M -37,591 Closed
TEE
239
Tibra Equities Europe
United Kingdom
-$1.21M -16,473 Closed
PI
240
PineBridge Investments
New York
-$995K -13,489 Closed
SGI
241
Summit Global Investments
Utah
-$752K -10,200 Closed
Los Angeles Capital Management
242
Los Angeles Capital Management
California
-$693K -9,400 Closed
MS
243
Maven Securities
Jersey
-$623K -8,500 Closed
SSA
244
Schonfeld Strategic Advisors
New York
-$550K -7,465 Closed
AAM
245
Arabesque Asset Management
United Kingdom
-$523K -7,100 Closed
Balyasny Asset Management
246
Balyasny Asset Management
Illinois
-$484K -6,560 Closed
AGM
247
Alpine Global Management
New York
-$454K -6,162 Closed
Two Sigma Investments
248
Two Sigma Investments
New York
-$437K -5,921 Closed
VRS
249
Virginia Retirement Systems
Virginia
-$354K -4,800 Closed
TD Asset Management
250
TD Asset Management
Ontario, Canada
-$295K -4,000 Closed

NWN Hedge Fund Activity: Q1 2020 in Review

229 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Northwest Natural Holdings (NWN) for Q1 2020, worth a combined $1.4B — down 18% from $1.71B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of NWN and 23 opened new positions — a net loss of 24 holders — while 87 trimmed existing stakes and 66 added.

The largest buyer was State Street, adding an estimated $105M. The largest seller was Parnassus Investments, exiting entirely with an estimated $74.5M sold.

  • 229 institutional investors held Northwest Natural Holdings (NWN) as of Q1 2020, down from 255 in Q4 2019.
  • Funds reported $1.4B of Northwest Natural Holdings stock for Q1 2020, down 18% quarter-over-quarter.
  • 23 funds opened new Northwest Natural Holdings positions in Q1 2020 and 47 closed out, a net change of -24 holders.
  • The largest Northwest Natural Holdings buyer in Q1 2020 was State Street, an estimated $105M added.
  • The largest Northwest Natural Holdings seller in Q1 2020 was Parnassus Investments, an estimated $74.5M sold.

Based on aggregated 13F filings for Q1 2020.