We are live on ! Find out more
NWN icon

Northwest Natural Holdings

262 hedge funds and large institutions have $1.22B invested in Northwest Natural Holdings in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 70 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more call options, than puts

Call options by funds: $1.59M | Put options by funds: $383K

50% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 70

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

2% more funds holding

Funds holding: 258262 (+4)

2% less capital invested

Capital invested by funds: $1.24B → $1.22B (-$24.2M)

1.99% less ownership

Funds ownership: 78.81%76.82% (-2%)

Holders
262
Holders Change
+4
Holders Change %
+1.55%
% of All Funds
3.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
105
Reduced
70
Closed
26
Calls
$1.59M
Puts
$383K
Net Calls
+$1.2M
Net Calls Change
-$597K
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
151
Millennium Management
New York
$275K -$1.35M -33,020 -83%
M&T Bank
152
M&T Bank
New York
$272K -$2.94K -72 -1%
SWP
153
Significant Wealth Partners
Illinois
$271K +$279K +6,842 New
AI
154
Atria Investments
North Carolina
$270K +$279K +6,830 New
AF
155
Allworth Financial
California
$263K +$262K +6,420 +3,415%
Baird Financial Group
156
Baird Financial Group
Wisconsin
$262K +$4.08K +100 +2%
SA
157
Sanctuary Advisors
Indiana
$257K +$7.06K +173 +3%
Envestnet Asset Management
158
Envestnet Asset Management
Illinois
$252K +$260K +6,365 New
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$245K +$23K +564 +10%
Lazard Asset Management
160
Lazard Asset Management
New York
$241K -$17.1K -418 -6%
MOACM
161
Mutual of America Capital Management
New York
$240K +$10.7K +263 +5%
JWM
162
JGP Wealth Management
Oregon
$238K -$4.08K -100 -2%
SW
163
SteelPeak Wealth
California
$236K -$4.53K -111 -2%
JCM
164
Jacobi Capital Management
Pennsylvania
$228K -$41.6K -1,021 -15%
HighTower Advisors
165
HighTower Advisors
Illinois
$227K +$4.53K +111 +2%
HSBC Holdings
166
HSBC Holdings
United Kingdom
$225K -$12.6K -310 -5%
OC
167
Oppenheimer & Co
New York
$225K
Cerity Partners
168
Cerity Partners
New York
$221K -$33.2K -814 -13%
CIAS
169
CFS Investment Advisory Services
New Jersey
$220K
Wealth Enhancement Advisory Services
170
Wealth Enhancement Advisory Services
Minnesota
$212K -$50.8K -1,246 -19%
Focus Partners Wealth
171
Focus Partners Wealth
Massachusetts
$208K -$1.55K -38 -0.7%
HL
172
HeadInvest LLC
Maine
$204K
VF
173
Virtu Financial
New York
$204K +$211K +5,164 New
ACM
174
Aquatic Capital Management
Illinois
$186K +$192K +4,711 New
Public Employees Retirement Association of Colorado
175
Public Employees Retirement Association of Colorado
Colorado
$177K

NWN Hedge Fund Activity: Q4 2024 in Review

262 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Northwest Natural Holdings (NWN) for Q4 2024, worth a combined $1.22B — down 1.9% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NWN positions and 26 closed out — a net gain of 8 holders — while 105 added to existing stakes and 70 trimmed.

The largest buyer was BlackRock, adding an estimated $15.8M. The largest seller was Citadel Advisors, cutting an estimated $15.2M.

  • 262 institutional investors held Northwest Natural Holdings (NWN) as of Q4 2024, up from 258 in Q3 2024.
  • Funds reported $1.22B of Northwest Natural Holdings stock for Q4 2024, down 1.9% quarter-over-quarter.
  • 34 funds opened new Northwest Natural Holdings positions in Q4 2024 and 26 closed out, a net change of +8 holders.
  • The largest Northwest Natural Holdings buyer in Q4 2024 was BlackRock, an estimated $15.8M added.
  • The largest Northwest Natural Holdings seller in Q4 2024 was Citadel Advisors, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2024.