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Northwest Natural Holdings

209 hedge funds and large institutions have $1.03B invested in Northwest Natural Holdings in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

2% more funds holding

Funds holding: 205209 (+4)

8% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 61

2% more capital invested

Capital invested by funds: $1.01B → $1.03B (+$23.4M)

0.7% more ownership

Funds ownership: 72.92%73.62% (+0.7%)

29% less call options, than puts

Call options by funds: $604K | Put options by funds: $854K

Holders
209
Holders Change
+4
Holders Change %
+1.95%
% of All Funds
3.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
66
Reduced
61
Closed
27
Calls
$604K
Puts
$854K
Net Calls
-$250K
Net Calls Change
-$301K
Name Holding Trade Value Shares
Change
Change in
Stake
CNB
26
Camden National Bank
Maine
$5.4M -$36K -761 -0.6%
Wells Fargo
27
Wells Fargo
California
$5.35M -$898K -18,970 -14%
PCA
28
Personal Capital Advisors
California
$4.94M +$1.16M +24,403 +29%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$4.65M +$254K +5,368 +6%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$4.37M -$933K -19,699 -17%
CIM
31
Confluence Investment Management
Missouri
$4.27M +$266K +5,619 +6%
PPA
32
Parametric Portfolio Associates
Washington
$4.22M +$340K +7,177 +8%
HAI
33
Hennessy Advisors Inc
California
$3.7M -$668K -14,100 -15%
Invesco
34
Invesco
Georgia
$3.57M +$190K +4,011 +5%
New York State Teachers Retirement System (NYSTRS)
35
New York State Teachers Retirement System (NYSTRS)
New York
$3.49M -$14.2K -300 -0.4%
Bank of America
36
Bank of America
North Carolina
$3.31M +$980K +20,700 +40%
Swiss National Bank
37
Swiss National Bank
Switzerland
$3.18M
Public Sector Pension Investment Board (PSP Investments)
38
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.11M -$102K -2,153 -3%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$3.02M -$187K -3,951 -6%
TIS
40
Tortoise Index Solutions
Kansas
$2.93M +$405K +8,550 +15%
VIA
41
Vident Investment Advisory
Georgia
$2.93M +$405K +8,550 +15%
Deutsche Bank
42
Deutsche Bank
Germany
$2.54M +$123K +2,605 +5%
Barclays
43
Barclays
United Kingdom
$2.53M +$359K +7,584 +16%
Citadel Advisors
44
Citadel Advisors
Florida
$2.29M +$2.13M +44,915 +943%
AllianceBernstein
45
AllianceBernstein
Tennessee
$2.22M -$4.4K -93 -0.2%
Canada Life
46
Canada Life
Manitoba, Canada
$2.21M -$156K -3,289 -6%
UBS AM
47
UBS AM
Illinois
$2.21M -$338K -7,136 -13%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$2.12M
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$1.97M +$495K +10,464 +32%
Victory Capital Management
50
Victory Capital Management
Texas
$1.9M +$575K +12,135 +42%

NWN Hedge Fund Activity: Q4 2020 in Review

209 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Northwest Natural Holdings (NWN) for Q4 2020, worth a combined $1.03B — up 2.3% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new NWN positions and 27 closed out — a net gain of 4 holders — while 66 added to existing stakes and 61 trimmed.

The largest buyer was BlackRock, adding an estimated $14.2M. The largest seller was Fidelity Investments, cutting an estimated $7.96M.

  • 209 institutional investors held Northwest Natural Holdings (NWN) as of Q4 2020, up from 205 in Q3 2020.
  • Funds reported $1.03B of Northwest Natural Holdings stock for Q4 2020, up 2.3% quarter-over-quarter.
  • 31 funds opened new Northwest Natural Holdings positions in Q4 2020 and 27 closed out, a net change of +4 holders.
  • The largest Northwest Natural Holdings buyer in Q4 2020 was BlackRock, an estimated $14.2M added.
  • The largest Northwest Natural Holdings seller in Q4 2020 was Fidelity Investments, an estimated $7.96M sold.

Based on aggregated 13F filings for Q4 2020.