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Northwest Natural Holdings
NWN

Overview Fund Activity

262 hedge funds and large institutions have $1.22B invested in Northwest Natural Holdings in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 104 increasing their positions, 70 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
3.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
104
Reduced
70
Closed
26
Calls
$1.59M
Puts
$383K
Net Calls
+$1.2M
Net Calls Change
-$597K

Top Buyers

1
BlackRock
BlackRock
New York
$276M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$14.9M
3
GT
Glenmede Trust
Pennsylvania
$14.1M
4
State Street
State Street
Massachusetts
$76.5M
5
Goldman Sachs
Goldman Sachs
New York
$13.8M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$1.11M
2
First Trust Advisors
First Trust Advisors
Illinois
$45.4M
3
Renaissance Technologies
Renaissance Technologies
New York
$467K
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$9.54M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
$5.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
151
Millennium Management
New York
$275K -$1.31M -33,020 -83%
M&T Bank
152
M&T Bank
New York
$272K -$2.85K -72 -1%
SWP
153
Significant Wealth Partners
Illinois
$271K +$271K +6,842 New
AI
154
Atria Investments
North Carolina
$270K +$270K +6,830 New
AF
155
Allworth Financial
California
$263K +$256K +6,420 +3,415%
Baird Financial Group
156
Baird Financial Group
Wisconsin
$262K +$3.96K +100 +2%
SA
157
Sanctuary Advisors
Indiana
$257K +$7.01K +173 +3%
Envestnet Asset Management
158
Envestnet Asset Management
Illinois
$252K +$252K +6,365 New
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$245K +$22.3K +564 +10%
Lazard Asset Management
160
Lazard Asset Management
New York
$241K -$16.5K -418 -6%
MOACM
161
Mutual of America Capital Management
New York
$240K +$10.4K +263 +5%
JWM
162
JGP Wealth Management
Oregon
$238K -$3.96K -100 -2%
SW
163
SteelPeak Wealth
California
$236K -$4.39K -111 -2%
JCM
164
Jacobi Capital Management
Pennsylvania
$228K -$40.4K -1,021 -15%
HighTower Advisors
165
HighTower Advisors
Illinois
$227K +$4.39K +111 +2%
HSBC Holdings
166
HSBC Holdings
United Kingdom
$225K -$12.3K -310 -5%
OC
167
Oppenheimer & Co
New York
$225K – – –
Cerity Partners
168
Cerity Partners
New York
$221K -$32.6K -814 -13%
CIAS
169
CFS Investment Advisory Services
New Jersey
$220K – – –
Wealth Enhancement Advisory Services
170
Wealth Enhancement Advisory Services
Minnesota
$212K -$49.3K -1,246 -19%
Focus Partners Wealth
171
Focus Partners Wealth
Massachusetts
$208K -$1.5K -38 -0.7%
HL
172
HeadInvest LLC
Maine
$204K – – –
VF
173
Virtu Financial
New York
$204K +$204K +5,164 New
ACM
174
Aquatic Capital Management
Illinois
$186K +$186K +4,711 New
Public Employees Retirement Association of Colorado
175
Public Employees Retirement Association of Colorado
Colorado
$177K – – –
5 6
7
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