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Northwest Natural Holdings

180 hedge funds and large institutions have $821M invested in Northwest Natural Holdings in 2015 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $413K

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

60% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 43

6% more funds holding

Funds holding: 170180 (+10)

1.65% more ownership

Funds ownership: 61.43%63.07% (+1.6%)

1% less capital invested

Capital invested by funds: $829M → $821M (-$7.76M)

Holders
180
Holders Change
+10
Holders Change %
+5.88%
% of All Funds
4.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
69
Reduced
43
Closed
10
Calls
$1.24M
Puts
$413K
Net Calls
+$829K
Net Calls Change
+$136K
Name Holding Trade Value Shares
Change
Change in
Stake
Parnassus Investments
1
Parnassus Investments
California
$127M +$5.24M +108,333 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$96.4M +$3.74M +77,288 +4%
BFA
3
BlackRock Fund Advisors
California
$83.9M +$10.1M +207,858 +13%
DPIM
4
Duff & Phelps Investment Management
Illinois
$38.4M
BIT
5
BlackRock Institutional Trust
California
$33.3M +$2.19M +45,137 +7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$29.9M +$2.47M +50,979 +9%
State Street
7
State Street
Massachusetts
$29M +$372K +7,689 +1%
GF
8
Gabelli Funds
New York
$22.4M -$2.29M -47,352 -9%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$18.3M +$249K +5,145 +1%
Invesco
10
Invesco
Georgia
$17.2M -$261K -5,388 -1%
Northern Trust
11
Northern Trust
Illinois
$15.5M +$185K +3,823 +1%
HAI
12
Hennessy Advisors Inc
California
$14.8M
Franklin Resources
13
Franklin Resources
California
$14.4M
JP Morgan Chase
14
JP Morgan Chase
New York
$13.9M +$3.69M +76,236 +36%
Norges Bank
15
Norges Bank
Norway
$13M
Bank of America
16
Bank of America
North Carolina
$12.4M -$350K -7,228 -3%
ORIO
17
Old Republic International (ORI)
Illinois
$12M +$533K +11,000 +5%
Fisher Asset Management
18
Fisher Asset Management
Washington
$11.8M -$243K -5,025 -2%
PTC
19
Philadelphia Trust Company
Pennsylvania
$9.43M +$737K +15,218 +8%
Charles Schwab
20
Charles Schwab
California
$8.87M +$640K +13,212 +8%
Principal Financial Group
21
Principal Financial Group
Iowa
$8.32M +$425K +8,771 +5%
First Trust Advisors
22
First Trust Advisors
Illinois
$8.21M -$159K -3,288 -2%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$7.93M +$414K +8,551 +5%
BA
24
BlackRock Advisors
Delaware
$7.75M +$122K +2,510 +2%
Citadel Advisors
25
Citadel Advisors
Florida
$7.69M -$1.46M -30,196 -16%

NWN Hedge Fund Activity: Q1 2015 in Review

180 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Northwest Natural Holdings (NWN) for Q1 2015, worth a combined $821M — down 0.94% from $829M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new NWN positions and 10 closed out — a net gain of 13 holders — while 69 added to existing stakes and 43 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $10.1M. The largest seller was Gabelli Funds, cutting an estimated $2.29M.

  • 180 institutional investors held Northwest Natural Holdings (NWN) as of Q1 2015, up from 170 in Q4 2014.
  • Funds reported $821M of Northwest Natural Holdings stock for Q1 2015, down 0.94% quarter-over-quarter.
  • 23 funds opened new Northwest Natural Holdings positions in Q1 2015 and 10 closed out, a net change of +13 holders.
  • The largest Northwest Natural Holdings buyer in Q1 2015 was BlackRock Fund Advisors, an estimated $10.1M added.
  • The largest Northwest Natural Holdings seller in Q1 2015 was Gabelli Funds, an estimated $2.29M sold.

Based on aggregated 13F filings for Q1 2015.