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Northwest Natural Holdings

229 hedge funds and large institutions have $1.12B invested in Northwest Natural Holdings in 2016 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 73 increasing their positions, 68 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 13

28% more capital invested

Capital invested by funds: $871M → $1.12B (+$248M)

17% more funds holding

Funds holding: 196229 (+33)

12% more call options, than puts

Call options by funds: $3.02M | Put options by funds: $2.69M

3.09% more ownership

Funds ownership: 59.74%62.84% (+3.1%)

7% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 68

Holders
229
Holders Change
+33
Holders Change %
+16.84%
% of All Funds
6.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
47
Increased
73
Reduced
68
Closed
13
Calls
$3.02M
Puts
$2.69M
Net Calls
+$332K
Net Calls Change
-$28K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$659K -$36.9K -662 -6%
CBB
127
Citizens Business Bank
California
$648K -$1.39M -25,000 -71%
MC
128
Menta Capital
California
$632K -$507K -9,091 -48%
BNP Paribas Financial Markets
129
BNP Paribas Financial Markets
France
$609K +$248K +4,441 +90%
TRSOTSOK
130
Teachers Retirement System of the State of Kentucky
Kentucky
$587K
SCM
131
Sterling Capital Management
North Carolina
$586K +$504K +9,048 New
RA
132
Rational Advisors
New York
$577K
PA
133
Profund Advisors
Maryland
$576K +$11.8K +212 +2%
VCP
134
Vista Capital Partners
Oregon
$560K +$167 +3 +0%
Royal Bank of Canada
135
Royal Bank of Canada
Ontario, Canada
$546K -$618K -11,083 -57%
CAM
136
Capstone Asset Management
Texas
$541K +$42.4K +760 +10%
DC
137
Deere & Company
Illinois
$535K -$92.5K -1,660 -17%
MERSOM
138
Municipal Employees' Retirement System of Michigan
Michigan
$513K +$9.48K +170 +2%
D.E. Shaw & Co
139
D.E. Shaw & Co
New York
$497K +$427K +7,660 New
IR
140
Invictus RG
Bermuda
$496K +$426K +7,647 New
AW
141
Alpha Windward
Massachusetts
$474K -$16.7K -300 -4%
CCM
142
Coldstream Capital Management
Washington
$454K +$446 +8 +0.1%
Los Angeles Capital Management
143
Los Angeles Capital Management
California
$441K -$322K -5,770 -46%
HFS
144
HL Financial Services
Kentucky
$430K +$66.7K +1,197 +22%
RU
145
RobecoSam USA
New York
$421K
CSS
146
Cubist Systematic Strategies
Connecticut
$407K +$350K +6,279 New
O
147
OppenheimerFunds
New York
$387K -$10.6K -190 -3%
GAM
148
Garrison Asset Management
Arkansas
$383K +$2.23K +40 +0.7%
LA
149
Lucus Advisors
New York
$354K +$305K +5,468 New
Capital Fund Management (CFM)
150
Capital Fund Management (CFM)
France
$350K +$16.7K +300 +6%

NWN Hedge Fund Activity: Q2 2016 in Review

229 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Northwest Natural Holdings (NWN) for Q2 2016, worth a combined $1.12B — up 28% from $871M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new NWN positions and 13 closed out — a net gain of 34 holders — while 73 added to existing stakes and 68 trimmed.

The largest buyer was AHL Partners, opening a new position worth an estimated $10.9M. The largest seller was Parnassus Investments, cutting an estimated $42.1M.

  • 229 institutional investors held Northwest Natural Holdings (NWN) as of Q2 2016, up from 196 in Q1 2016.
  • Funds reported $1.12B of Northwest Natural Holdings stock for Q2 2016, up 28% quarter-over-quarter.
  • 47 funds opened new Northwest Natural Holdings positions in Q2 2016 and 13 closed out, a net change of +34 holders.
  • The largest Northwest Natural Holdings buyer in Q2 2016 was AHL Partners, an estimated $10.9M added.
  • The largest Northwest Natural Holdings seller in Q2 2016 was Parnassus Investments, an estimated $42.1M sold.

Based on aggregated 13F filings for Q2 2016.