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Northwest Natural Holdings

258 hedge funds and large institutions have $1.24B invested in Northwest Natural Holdings in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 79 increasing their positions, 93 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $2.5M | Put options by funds: $698K

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

19% more capital invested

Capital invested by funds: $1.04B → $1.24B (+$199M)

6% more funds holding

Funds holding: 244258 (+14)

2.75% more ownership

Funds ownership: 76.06%78.81% (+2.7%)

15% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 93

Holders
258
Holders Change
+14
Holders Change %
+5.74%
% of All Funds
3.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
79
Reduced
93
Closed
23
Calls
$2.5M
Puts
$698K
Net Calls
+$1.8M
Net Calls Change
+$969K
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
151
Jacobi Capital Management
Pennsylvania
$277K -$5.08K -130 -2%
SA
152
Sanctuary Advisors
Indiana
$270K +$241K +6,175 New
Wealth Enhancement Advisory Services
153
Wealth Enhancement Advisory Services
Minnesota
$270K +$258K +6,617 New
Baird Financial Group
154
Baird Financial Group
Wisconsin
$267K
Lazard Asset Management
155
Lazard Asset Management
New York
$266K
Amundi
156
Amundi
France
$264K -$3.48K -89 -1%
PWM
157
Perigon Wealth Management
California
$261K +$20.1K +515 +9%
Cerity Partners
158
Cerity Partners
New York
$259K +$248K +6,347 New
Man Group
159
Man Group
United Kingdom
$256K +$245K +6,266 New
JWM
160
JGP Wealth Management
Oregon
$250K +$3.79K +97 +2%
SW
161
SteelPeak Wealth
California
$248K +$5.19K +133 +2%
HSBC Holdings
162
HSBC Holdings
United Kingdom
$245K -$21.8K -557 -9%
HighTower Advisors
163
HighTower Advisors
Illinois
$238K -$186K -4,765 -46%
MOACM
164
Mutual of America Capital Management
New York
$237K -$17K -435 -7%
BAM
165
Blueshift Asset Management
New Jersey
$232K +$222K +5,691 New
OC
166
Oppenheimer & Co
New York
$232K -$73.2K -1,875 -25%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$230K +$74K +1,895 +51%
CIAS
168
CFS Investment Advisory Services
New Jersey
$227K
MHI
169
Miller Howard Investments
New York
$222K +$212K +5,432 New
GC
170
Guggenheim Capital
Illinois
$217K +$208K +5,322 New
CL
171
Choreo LLC
Illinois
$217K +$210K +5,377 New
EI
172
Ethic Inc
New York
$217K +$228K +5,828 New
SOW
173
State of Wyoming
Wyoming
$217K +$70.3K +1,799 +51%
Focus Partners Wealth
174
Focus Partners Wealth
Massachusetts
$217K +$207K +5,304 New
HL
175
HeadInvest LLC
Maine
$211K +$202K +5,168 New