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Northwest Natural Holdings
NWN

Overview Fund Activity

255 hedge funds and large institutions have $1.27B invested in Northwest Natural Holdings in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 87 reducing their positions, and 16 closing their positions.

Holders
255
Holders Change
+15
Holders Change %
+6.25%
% of All Funds
4.08%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
85
Reduced
87
Closed
16
Calls
$537K
Puts
$589K
Net Calls
-$52K
Net Calls Change
–

Top Buyers

1
Empower Advisory Group
1
Empower Advisory Group
Colorado
$12.5M
2
Millennium Management
2
Millennium Management
New York
$7.17M
3
Goldman Sachs
3
Goldman Sachs
New York
$10.1M
4
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$22.4M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$206M

Top Sellers

1
State Street
1
State Street
Massachusetts
$64.9M
2
Stifel Financial
2
Stifel Financial
Missouri
$301K
3
HF
3
HRT Financial
New York
$819K
4
Victory Capital Management
4
Victory Capital Management
Texas
$17.4M
5
Invesco
5
Invesco
Georgia
$69.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Simplex Trading
226
Simplex Trading
Illinois
$4K 87 +87 New
CT
227
Cambridge Trust
Massachusetts
$3.47K 73 -25 -26%
EI
228
Ellevest Inc
New York
$3.04K 64 -69 -52%
CAL
229
Capital Advisors Ltd
Ohio
$3K 66 +66 New
PFBT
230
Parkside Financial Bank & Trust
Missouri
$2.71K 57 +54 +1,800%
PP
231
Pacifica Partners
Canada
$2.43K 50 – –
WPA
232
West Paces Advisors
Georgia
$2.09K 44 +44 New
TWA
233
TCI Wealth Advisors
Arizona
$2.09K 44 +44 New
LC
234
Lindbrook Capital
California
$2K 42 -89 -68%
MPWT
235
MassMutual Private Wealth & Trust
Connecticut
$1.33K 28 – –
PA
236
PSI Advisors
Florida
$1.28K 27 -166 -86%
FMII
237
Farmers & Merchants Investments Inc
Nebraska
$1.24K 26 – –
FFA
238
Farther Finance Advisors
California
$1.09K 23 -19 -45%
CWA
239
Clearview Wealth Advisors
Oregon
$1.09K 23 – –
PA
240
Parallel Advisors
California
$1.06K 22 -1 -4%
BIA
241
Bell Investment Advisors
California
$1.05K 22 +11 +100%
PVH
242
Psagot Value Holdings
Israel
$1K 12 +12 New
C
243
Covestor
United Kingdom
$1K 29 +23 +383%
Commonwealth Equity Services
244
Commonwealth Equity Services
Massachusetts
$968 20,368 +514 +3%
FHA
245
First Horizon Advisors
Tennessee
$808 17 +17 New
GRP
246
Global Retirement Partners
California
$646 14 +14 New
BAAM
247
Baker Avenue Asset Management
California
$618 13 – –
PWMG
248
Prestige Wealth Management Group
New Jersey
$571 12 +1 +9%
2L
249
25 LLC
Missouri
$468 10 +10 New
Creative Planning
250
Creative Planning
Kansas
$286 6 +6 New
7 8 9
10
11