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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
WWP
201
WR Wealth Planners
Missouri
$13.4K
Creative Planning
202
Creative Planning
Kansas
$11.4K +$12.3K +300 New
MRCM
203
M&R Capital Management
New Jersey
$9.86K +$5.75K +140 +119%
HFM
204
Hartford Financial Management
Connecticut
$8.97K
AF
205
Allworth Financial
California
$8.35K +$3K +73 +50%
CCMW
206
Cypress Capital Management (Wyoming)
Wyoming
$7.63K -$8.22K -200 -50%
SSB
207
Sandy Spring Bank
Maryland
$7.63K
Mitsubishi UFJ Asset Management
208
Mitsubishi UFJ Asset Management
Japan
$6.87K +$7.4K +180 New
VCM
209
Versant Capital Management
Arizona
$5.3K -$4.4K -107 -43%
HI
210
Harbour Investments
Wisconsin
$4.77K
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$4.77K
MPWT
212
MassMutual Private Wealth & Trust
Connecticut
$4.69K +$3.95K +96 +356%
AssetMark Inc
213
AssetMark Inc
California
$3.43K
EWA
214
EverSource Wealth Advisors
Alabama
$3.36K +$3.62K +88 New
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$3.28K +$2.59K +63 +274%
PA
216
Parallel Advisors
California
$1.97K +$863 +21 +70%
PP
217
Pacifica Partners
Canada
$1.91K
PFBT
218
Parkside Financial Bank & Trust
Missouri
$1.56K +$1.69K +41 New
BIA
219
Bell Investment Advisors
California
$1.41K +$82 +2 +6%
PA
220
PSI Advisors
Florida
$1.03K
C
221
Covestor
United Kingdom
$1K +$329 +8 +38%
FMII
222
Farmers & Merchants Investments Inc
Nebraska
$992
FFA
223
Farther Finance Advisors
California
$878
GRP
224
Global Retirement Partners
California
$719
BAAM
225
Baker Avenue Asset Management
California
$687 +$534 +13 +260%