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Northwest Natural Holdings

174 hedge funds and large institutions have $694M invested in Northwest Natural Holdings in 2015 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $591K | Put options by funds: $467K

9% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 54

2.55% less ownership

Funds ownership: 63.07%60.52% (-2.6%)

3% less funds holding

Funds holding: 180174 (-6)

15% less capital invested

Capital invested by funds: $821M → $694M (-$127M)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

Holders
174
Holders Change
-6
Holders Change %
-3.33%
% of All Funds
4.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
59
Reduced
54
Closed
24
Calls
$591K
Puts
$467K
Net Calls
+$124K
Net Calls Change
-$705K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
101
LPL Financial
California
$415K +$18.8K +415 +5%
OA
102
OFI Advisors
Pennsylvania
$414K +$35.9K +791 +9%
VIA
103
Vident Investment Advisory
Georgia
$402K +$15.9K +350 +4%
ADBIC
104
A.D. Beadell Investment Counsel
Wisconsin
$385K -$363K -8,000 -47%
TRSOTSOK
105
Teachers Retirement System of the State of Kentucky
Kentucky
$382K
Two Sigma Investments
106
Two Sigma Investments
New York
$357K +$383K +8,453 New
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$350K -$454K -10,000 -55%
Macquarie Group
108
Macquarie Group
Australia
$337K
CAM
109
Capstone Asset Management
Texas
$317K -$183K -4,030 -35%
GAM
110
Gotham Asset Management
New York
$304K +$327K +7,219 New
FC
111
FCA Corp
Texas
$295K +$90.7K +2,000 +40%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$279K +$56.8K +1,252 +23%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$279K -$851K -18,769 -74%
VCP
114
Vista Capital Partners
Oregon
$273K -$136K -2,996 -32%
Citigroup
115
Citigroup
New York
$272K -$1.03M -22,778 -78%
ProShare Advisors
116
ProShare Advisors
Maryland
$253K -$66.5K -1,467 -20%
CAN
117
Cetera Advisor Networks
California
$252K
Franklin Resources
118
Franklin Resources
California
$249K -$13.3M -294,096 -98%
TI
119
Trexquant Investment
Connecticut
$236K +$254K +5,600 New
Tudor Investment Corp
120
Tudor Investment Corp
Connecticut
$236K +$254K +5,600 New
GAM
121
Garrison Asset Management
Arkansas
$233K -$20.2K -445 -7%
MERSOM
122
Municipal Employees' Retirement System of Michigan
Michigan
$219K +$4.54K +100 +2%
DDPIC
123
Deroy & Devereaux Private Investment Counsel
Michigan
$211K
PTC
124
Philadelphia Trust Company
Pennsylvania
$198K -$8.55M -188,428 -96%
CHP
125
Cable Hill Partners
Oregon
$194K +$12.5K +275 +6%

NWN Hedge Fund Activity: Q2 2015 in Review

174 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Northwest Natural Holdings (NWN) for Q2 2015, worth a combined $694M — down 15% from $821M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of NWN and 19 opened new positions — a net loss of 5 holders — while 54 trimmed existing stakes and 59 added.

The largest buyer was Renaissance Technologies, adding an estimated $3.07M. The largest seller was Franklin Resources, cutting an estimated $13.3M.

  • 174 institutional investors held Northwest Natural Holdings (NWN) as of Q2 2015, down from 180 in Q1 2015.
  • Funds reported $694M of Northwest Natural Holdings stock for Q2 2015, down 15% quarter-over-quarter.
  • 19 funds opened new Northwest Natural Holdings positions in Q2 2015 and 24 closed out, a net change of -5 holders.
  • The largest Northwest Natural Holdings buyer in Q2 2015 was Renaissance Technologies, an estimated $3.07M added.
  • The largest Northwest Natural Holdings seller in Q2 2015 was Franklin Resources, an estimated $13.3M sold.

Based on aggregated 13F filings for Q2 2015.