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Northwest Natural Holdings
NWN

Overview Fund Activity

238 hedge funds and large institutions have $1.17B invested in Northwest Natural Holdings in 2017 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+17
Holders Change %
+7.69%
% of All Funds
5.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
77
Reduced
64
Closed
20
Calls
$781K
Puts
$2.6M
Net Calls
-$1.82M
Net Calls Change
-$1.68M

Top Buyers

1
BlackRock
BlackRock
New York
+$5.82M
2
APG Asset Management
APG Asset Management
Netherlands
+$4.67M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.65M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$4.5M
5
ORIO
Old Republic International (ORI)
Illinois
+$4.1M

Top Sellers

1
MOACM
Mutual of America Capital Management
New York
-$4.88M
2
AP
AHL Partners
United Kingdom
-$3.68M
3
Lazard Asset Management
Lazard Asset Management
New York
-$2.93M
4
PCM
Piermont Capital Management
Missouri
-$2.7M
5
Bessemer Group
Bessemer Group
New Jersey
-$2.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
201
Carroll Financial Associates
North Carolina
$34K -$13.3K -225 -28%
PAM
202
Panagora Asset Management
Massachusetts
$30K -$350K -5,944 -92%
GT
203
Glenmede Trust
Pennsylvania
$29K – – –
MWM
204
MinichMacGregor Wealth Management
New York
$28K – – –
SWA
205
Sutton Wealth Advisors
Florida
$27.7K – – –
HFM
206
Hartford Financial Management
Connecticut
$26K – – –
VCM
207
Vigilant Capital Management
Maine
$26K – – –
SWP
208
Stratos Wealth Partners
Ohio
$26K +$26K +440 New
SEI Investments
209
SEI Investments
Pennsylvania
$25K -$2.23K -37 -8%
MMG
210
Monetary Management Group
Missouri
$24K – – –
Loomis, Sayles & Company
211
Loomis, Sayles & Company
Massachusetts
$22K -$9.45K -158 -30%
TWA
212
TCI Wealth Advisors
Arizona
$21K – – –
ST
213
Smithfield Trust
Pennsylvania
$21K +$4.8K +80 +30%
RFC
214
Regions Financial Corp
Alabama
$19K +$19K +320 New
RFA
215
Reilly Financial Advisors
California
$18K – – –
SWM
216
SeaCrest Wealth Management
New York
$18K +$18K +300 New
APA
217
American Portfolios Advisors
New York
$15K +$15K +251 New
AF
218
Allworth Financial
California
$14K – – –
RA
219
Royce & Associates
New York
$13K +$1.83K +31 +16%
ASN
220
Advisory Services Network
Georgia
$13K +$13K +225 New
SSB
221
Sandy Spring Bank
Maryland
$12K – – –
TCM
222
Tradewinds Capital Management
Washington
$12K – – –
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$9K +$9K +154 New
PA
224
Parallel Advisors
California
$8K -$1.6K -28 -17%
WAM
225
Wealthspire Advisors (Maryland)
Maryland
$7K +$4.97K +83 +244%
7 8
9
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