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Northwest Natural Holdings

229 hedge funds and large institutions have $1.05B invested in Northwest Natural Holdings in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 92 increasing their positions, 74 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $487K | Put options by funds: $263K

24% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 74

1.26% more ownership

Funds ownership: 75.22%76.48% (+1.3%)

8% less funds holding

Funds holding: 248229 (-19)

10% less capital invested

Capital invested by funds: $1.17B → $1.05B (-$112M)

44% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 39

Holders
229
Holders Change
-19
Holders Change %
-7.66%
% of All Funds
3.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
92
Reduced
74
Closed
39
Calls
$487K
Puts
$263K
Net Calls
+$224K
Net Calls Change
-$356K
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
176
Metropolitan Life Insurance Company (MetLife)
New York
$78.8K +$4.32K +105 +5%
Federated Hermes
177
Federated Hermes
Pennsylvania
$78.7K
WT
178
Whittier Trust
California
$76.3K
Fidelity Investments
179
Fidelity Investments
Massachusetts
$75.3K +$13.8K +336 +21%
SOAMC
180
Spirit of America Management Corp
New York
$72.5K +$26.7K +650 +52%
IFAM
181
Institutional & Family Asset Management
Colorado
$69.8K
FPFS
182
First Personal Financial Services
North Carolina
$49.2K
CFS
183
CGC Financial Services
Oregon
$48.2K +$41 +1 +0.1%
KBC Group
184
KBC Group
Belgium
$45K -$329K -8,000 -87%
CMA
185
Cedar Mountain Advisors
Oregon
$43.5K +$206 +5 +0.4%
CWM
186
Cranbrook Wealth Management
Michigan
$42.1K
JGIA
187
Jackson Grant Investment Advisers
Connecticut
$36.7K
QCG
188
Quadrant Capital Group
Ohio
$36.3K -$33K -804 -46%
BTI
189
Blue Trust Inc
Georgia
$34K +$32.9K +800 New
FPF
190
First Pacific Financial
Washington
$27.8K -$20.6K -501 -41%
S
191
SignatureFD
Georgia
$27.2K +$5.26K +128 +22%
TRCT
192
Tower Research Capital (TRC)
New York
$27.1K +$740 +18 +3%
HFS
193
HBC Financial Services
Washington
$21K +$23.6K +575 New
MMG
194
Monetary Management Group
Missouri
$19.1K
Toronto Dominion Bank
195
Toronto Dominion Bank
Ontario, Canada
$19.1K
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$17K +$9.41K +229 +110%
WTC
197
WhitTier Trust Company
Nevada
$16.8K
Bessemer Group
198
Bessemer Group
New Jersey
$15K +$2.1K +51 +14%
CSPIA
199
Cary Street Partners Investment Advisory
Virginia
$14.3K
LFA
200
LGT Financial Advisors
Texas
$13.9K +$15K +365 New