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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
QCG
201
Quadrant Capital Group
Ohio
$41.1K +$7.18K +176 +20%
Simplex Trading
202
Simplex Trading
Illinois
$41K +$43.3K +1,061 New
CAL
203
Capital Advisors Ltd
Ohio
$40K +$40.8K +1,000 +11,111%
CIBC Private Wealth Group
204
CIBC Private Wealth Group
Georgia
$39.2K
JGIA
205
Jackson Grant Investment Advisers
Connecticut
$38K
BTI
206
Blue Trust Inc
Georgia
$35.7K +$938 +23 +3%
Creative Planning
207
Creative Planning
Kansas
$35.4K -$174K -4,269 -83%
WCM
208
Winthrop Capital Management
Indiana
$35K
Jones Financial Companies
209
Jones Financial Companies
Missouri
$34.1K -$31K -760 -47%
S
210
SignatureFD
Georgia
$25.7K
MCM
211
MAI Capital Management
Ohio
$25.4K +$26.2K +642 New
LC
212
Lindbrook Capital
California
$22.1K +$571 +14 +3%
FPF
213
First Pacific Financial
Washington
$20.9K -$775 -19 -3%
Nomura Asset Management
214
Nomura Asset Management
Japan
$20.6K
MMG
215
Monetary Management Group
Missouri
$19.8K
DJSG
216
D.J. St. Germain
Massachusetts
$19.8K +$20.4K +500 New
VWM
217
Venturi Wealth Management
Texas
$19.8K +$20.4K +500 New
T
218
Transce3nd
Texas
$18.6K +$19.1K +469 New
WTC
219
WhitTier Trust Company
Nevada
$17.4K
FFA
220
Farther Finance Advisors
California
$15.3K -$612 -15 -4%
SAM
221
Smartleaf Asset Management
Massachusetts
$14.6K +$11.2K +274 +285%
EWA
222
EverSource Wealth Advisors
Alabama
$14.3K +$612 +15 +4%
WWP
223
WR Wealth Planners
Missouri
$13.9K
GRP
224
Global Retirement Partners
California
$13.8K +$14.3K +350 New
ECM
225
Estabrook Capital Management
New York
$12.4K +$163 +4 +1%

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.