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Northwest Natural Holdings
NWN

Overview Fund Activity

246 hedge funds and large institutions have $1.06B invested in Northwest Natural Holdings in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 92 increasing their positions, 74 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+3
Holders Change %
+1.23%
% of All Funds
3.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
92
Reduced
74
Closed
34
Calls
$1.52M
Puts
$1.52M
Net Calls
+$4K
Net Calls Change
-$62K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$64.7M
2
State Street
State Street
Massachusetts
$68.4M
3
DIA
Dana Investment Advisors
Wisconsin
$7.82M
4
GI
GAMCO Investors
Connecticut
$8.76M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$6.22M

Top Sellers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$0
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$3.97M
3
American Century Companies
American Century Companies
Missouri
$2.02M
4
Empower Advisory Group
Empower Advisory Group
Colorado
$361K
5
Morgan Stanley
Morgan Stanley
New York
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
226
LRI Investments
Florida
$4.86K +$4.86K +130 New
HI
227
Harbour Investments
Wisconsin
$4.65K – – –
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$4.65K – – –
MPWT
229
MassMutual Private Wealth & Trust
Connecticut
$4.21K +$2.64K +71 +169%
GWSG
230
GPS Wealth Strategies Group
Colorado
$3.72K +$3.72K +100 New
AssetMark Inc
231
AssetMark Inc
California
$2.79K -$1.94K -52 -41%
PA
232
Parallel Advisors
California
$2.47K +$150 +4 +6%
BIA
233
Bell Investment Advisors
California
$2.05K – – –
AF
234
Advisornet Financial
Minnesota
$2.01K +$1.97K +53 +5,300%
PA
235
PSI Advisors
Florida
$1.01K – – –
FMII
236
Farmers & Merchants Investments Inc
Nebraska
$968 – – –
PWMG
237
Private Wealth Management Group
New Jersey
$708 -$373 -10 -34%
FFA
238
Farther Finance Advisors
California
$557 -$1.15K -31 -67%
EWA
239
EverSource Wealth Advisors
Alabama
$534 -$1.18K -31 -69%
A
240
AlphaQuest
New York
$335 +$335 +9 New
AWM
241
Avior Wealth Management
Nebraska
$297 +$297 +8 New
LC
242
Lindbrook Capital
California
$223 +$223 +6 New
Kayne Anderson Rudnick Investment Management
243
Kayne Anderson Rudnick Investment Management
California
$186 +$186 +5 New
RIL
244
Rothschild Investment LLC
Illinois
$186 +$186 +5 New
JWA
245
JFS Wealth Advisors
Pennsylvania
$38 – – –
DRZID
246
DePrince Race & Zollo Inc (DRZ)
Florida
– -$24.9M -639,150 Closed
CIM
247
Confluence Investment Management
Missouri
– -$1.87M -47,925 Closed
CCMG
248
Clark Capital Management Group
Pennsylvania
– -$1.67M -42,871 Closed
SGI
249
Summit Global Investments
Utah
– -$1.12M -28,809 Closed
Balyasny Asset Management
250
Balyasny Asset Management
Illinois
– -$964K -24,745 Closed
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