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Northwest Natural Holdings
NWN

Overview Fund Activity

257 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, 92 reducing their positions, and 25 closing their positions.

Holders
257
Holders Change
+12
Holders Change %
+4.9%
% of All Funds
3.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
39
Increased
79
Reduced
92
Closed
25
Calls
$2.5M
Puts
$698K
Net Calls
+$1.8M
Net Calls Change
+$969K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$16.4M
2
TSW
2
Thompson Siegel & Walmsley
Virginia
$12.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$33.5M
4
GT
4
Glenmede Trust
Pennsylvania
$7.39M
5
American Century Companies
5
American Century Companies
Missouri
$8.07M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$52.7M
2
Norges Bank
2
Norges Bank
Norway
$0
3
Victory Capital Management
3
Victory Capital Management
Texas
$6.49M
4
DIA
4
Dean Investment Associates
Ohio
$1.49M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$15.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SA
151
Sanctuary Advisors
Indiana
$270K 6,175 +6,175 New
Wealth Enhancement Advisory Services
152
Wealth Enhancement Advisory Services
Minnesota
$270K 6,617 +6,617 New
Baird Financial Group
153
Baird Financial Group
Wisconsin
$267K 6,535 – –
Lazard Asset Management
154
Lazard Asset Management
New York
$266K 6,541 – –
Amundi
155
Amundi
France
$264K 6,808 -89 -1%
PWM
156
Perigon Wealth Management
California
$261K 6,395 +515 +9%
Cerity Partners
157
Cerity Partners
New York
$259K 6,347 +6,347 New
Man Group
158
Man Group
United Kingdom
$256K 6,266 +6,266 New
JWM
159
JGP Wealth Management
Oregon
$250K 6,119 +97 +2%
SW
160
SteelPeak Wealth
California
$248K 6,085 +133 +2%
HSBC Holdings
161
HSBC Holdings
United Kingdom
$245K 5,995 -557 -9%
HighTower Advisors
162
HighTower Advisors
Illinois
$238K 5,639 -4,765 -46%
MOACM
163
Mutual of America Capital Management
New York
$237K 5,816 -435 -7%
BAM
164
Blueshift Asset Management
New Jersey
$232K 5,691 +5,691 New
OC
165
Oppenheimer & Co
New York
$232K 5,675 -1,875 -25%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$230K 5,633 +1,895 +51%
CIAS
167
CFS Investment Advisory Services
New Jersey
$227K 5,560 – –
MHI
168
Miller Howard Investments
New York
$222K 5,432 +5,432 New
GC
169
Guggenheim Capital
Illinois
$217K 5,322 +5,322 New
CL
170
Choreo LLC
Illinois
$217K 5,377 +5,377 New
EI
171
Ethic Inc
New York
$217K 5,828 +5,828 New
SOW
172
State of Wyoming
Wyoming
$217K 5,304 +1,799 +51%
Focus Partners Wealth
173
Focus Partners Wealth
Massachusetts
$217K 5,304 +5,304 New
HL
174
HeadInvest LLC
Maine
$211K 5,168 +5,168 New
Creative Planning
175
Creative Planning
Kansas
$211K 5,164 +5,164 New
5 6
7
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