NWN icon

Northwest Natural Holdings
NWN

Overview Fund Activity

243 hedge funds and large institutions have $1.12B invested in Northwest Natural Holdings in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 91 increasing their positions, 76 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+14
Holders Change %
+6.11%
% of All Funds
3.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
91
Reduced
76
Closed
16
Calls
$646K
Puts
$580K
Net Calls
+$66K
Net Calls Change
-$158K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$20.4M
2
BlackRock
BlackRock
New York
+$12.2M
3
AC
AltraVue Capital
Washington
+$9.18M
4
State Street
State Street
Massachusetts
+$4.32M
5
GI
GAMCO Investors
Connecticut
+$2.73M

Top Sellers

1
ORIO
Old Republic International (ORI)
Illinois
-$14M
2
Norges Bank
Norges Bank
Norway
-$6.09M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$2.78M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.95M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
226
Parallel Advisors
California
$2.42K +$429 +11 +22%
BIA
227
Bell Investment Advisors
California
$2.14K +$701 +18 +49%
PP
228
Pacifica Partners
Canada
$1.89K – – –
FFA
229
Farther Finance Advisors
California
$1.79K +$896 +23 +100%
EWA
230
EverSource Wealth Advisors
Alabama
$1.75K -$1.67K -43 -49%
VCM
231
Versant Capital Management
Arizona
$1.67K -$3.74K -96 -69%
MPWT
232
MassMutual Private Wealth & Trust
Connecticut
$1.64K -$3.15K -81 -66%
GRP
233
Global Retirement Partners
California
$1.63K +$908 +24 +126%
PWMG
234
Private Wealth Management Group
New Jersey
$1.13K +$1.13K +29 New
PA
235
PSI Advisors
Florida
$1.05K – – –
FMII
236
Farmers & Merchants Investments Inc
Nebraska
$1.01K – – –
FHA
237
First Horizon Advisors
Tennessee
$661 – – –
PFBT
238
Parkside Financial Bank & Trust
Missouri
$312 -$1.29K -33 -80%
FDCP
239
Foster Dykema Cabot & Partners
Massachusetts
$273 +$273 +7 New
SIC
240
SJS Investment Consulting
Ohio
$39 – – –
JWA
241
JFS Wealth Advisors
Pennsylvania
$39 +$39 +1 New
AF
242
Advisornet Financial
Minnesota
$39 +$39 +1 New
ORIO
243
Old Republic International (ORI)
Illinois
– -$14M -365,800 Closed
D.E. Shaw & Co
244
D.E. Shaw & Co
New York
– -$1.79M -46,927 Closed
EGM
245
Engineers Gate Manager
New York
– -$1.53M -40,087 Closed
Tudor Investment Corp
246
Tudor Investment Corp
Connecticut
– -$769K -20,151 Closed
ECM
247
ExodusPoint Capital Management
New York
– -$572K -14,977 Closed
DTL
248
Dynamic Technology Lab
Singapore
– -$326K -8,550 Closed
RJFSA
249
Raymond James Financial Services Advisors
Florida
– -$229K -5,999 Closed
Wealth Enhancement Advisory Services
250
Wealth Enhancement Advisory Services
Minnesota
– -$212K -5,566 Closed
7 8 9
10
11