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Northwest Natural Holdings

172 hedge funds and large institutions have $769M invested in Northwest Natural Holdings in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more call options, than puts

Call options by funds: $1.06M | Put options by funds: $248K

11% more capital invested

Capital invested by funds: $694M → $769M (+$75.1M)

1.57% more ownership

Funds ownership: 60.52%62.09% (+1.6%)

4% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 57

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

1% less funds holding

Funds holding: 174172 (-2)

Holders
172
Holders Change
-2
Holders Change %
-1.15%
% of All Funds
4.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
59
Reduced
57
Closed
14
Calls
$1.06M
Puts
$248K
Net Calls
+$812K
Net Calls Change
+$688K
Name Holding Trade Value Shares
Change
Change in
Stake
Parnassus Investments
1
Parnassus Investments
California
$118M +$5.34M +121,518 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$95.3M +$1.34M +30,394 +1%
BFA
3
BlackRock Fund Advisors
California
$73.7M +$960K +21,835 +1%
DPIM
4
Duff & Phelps Investment Management
Illinois
$36.7M
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$31.4M +$1.08M +24,663 +4%
BIT
6
BlackRock Institutional Trust
California
$31.3M +$43.9K +999 +0.1%
State Street
7
State Street
Massachusetts
$28.1M -$102K -2,318 -0.4%
GF
8
Gabelli Funds
New York
$21.6M +$176K +4,000 +0.9%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$19.7M +$2.01M +45,760 +12%
Norges Bank
10
Norges Bank
Norway
$19.5M +$6.8M +154,613 +57%
JP Morgan Chase
11
JP Morgan Chase
New York
$14.9M +$101K +2,306 +0.7%
Invesco
12
Invesco
Georgia
$14.6M -$1.34M -30,442 -9%
Northern Trust
13
Northern Trust
Illinois
$13.6M -$20.1K -457 -0.2%
Bank of America
14
Bank of America
North Carolina
$12.2M -$1.05M -23,985 -8%
ORIO
15
Old Republic International (ORI)
Illinois
$12.2M +$1.14M +26,000 +10%
HAI
16
Hennessy Advisors Inc
California
$11.8M -$2.33M -53,000 -17%
Fisher Asset Management
17
Fisher Asset Management
Washington
$10.6M -$431K -9,800 -4%
First Trust Advisors
18
First Trust Advisors
Illinois
$9.05M -$223K -5,076 -3%
Principal Financial Group
19
Principal Financial Group
Iowa
$7.9M +$253K +5,749 +3%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$7.69M +$95.6K +2,175 +1%
BA
21
BlackRock Advisors
Delaware
$7.41M -$23.3K -529 -0.3%
MOACM
22
Mutual of America Capital Management
New York
$7.36M +$4.7M +107,024 +200%
AT
23
Acadia Trust
Maine
$7.25M -$119K -2,715 -2%
PTC
24
Philadelphia Trust Company
Pennsylvania
$6.75M +$6.1M +138,853 +1,666%
PPA
25
Parametric Portfolio Associates
Washington
$6.36M +$1.23M +27,889 +25%

NWN Hedge Fund Activity: Q3 2015 in Review

172 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Northwest Natural Holdings (NWN) for Q3 2015, worth a combined $769M — up 11% from $694M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NWN and 13 opened new positions — a net loss of 1 holder — while 57 trimmed existing stakes and 59 added.

The largest buyer was Norges Bank, adding an estimated $6.8M. The largest seller was Hennessy Advisors Inc, cutting an estimated $2.33M.

  • 172 institutional investors held Northwest Natural Holdings (NWN) as of Q3 2015, down from 174 in Q2 2015.
  • Funds reported $769M of Northwest Natural Holdings stock for Q3 2015, up 11% quarter-over-quarter.
  • 13 funds opened new Northwest Natural Holdings positions in Q3 2015 and 14 closed out, a net change of -1 holder.
  • The largest Northwest Natural Holdings buyer in Q3 2015 was Norges Bank, an estimated $6.8M added.
  • The largest Northwest Natural Holdings seller in Q3 2015 was Hennessy Advisors Inc, an estimated $2.33M sold.

Based on aggregated 13F filings for Q3 2015.