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Northwest Natural Holdings

223 hedge funds and large institutions have $1.14B invested in Northwest Natural Holdings in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 68 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 68

8% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $992K

0.69% more ownership

Funds ownership: 68.13%68.82% (+0.69%)

2% less capital invested

Capital invested by funds: $1.17B → $1.14B (-$26.6M)

6% less funds holding

Funds holding: 238223 (-15)

38% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 34

Holders
223
Holders Change
-15
Holders Change %
-6.3%
% of All Funds
5.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
75
Reduced
68
Closed
34
Calls
$1.07M
Puts
$992K
Net Calls
+$81K
Net Calls Change
+$1.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$222M +$5.65M +100,659 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$169M +$2.84M +50,503 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$51.2M +$234K +4,169 +0.5%
DPIM
4
Duff & Phelps Investment Management
Illinois
$46.1M
State Street
5
State Street
Massachusetts
$43.5M -$1.48M -26,404 -3%
JP Morgan Chase
6
JP Morgan Chase
New York
$33.4M +$2.9M +51,721 +10%
Invesco
7
Invesco
Georgia
$32.7M +$5.89M +104,803 +23%
Renaissance Technologies
8
Renaissance Technologies
New York
$32.6M +$6.49M +115,600 +26%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$27.4M +$231K +4,117 +0.9%
GF
10
Gabelli Funds
New York
$26M
First Trust Advisors
11
First Trust Advisors
Illinois
$24.8M +$1.48M +26,405 +7%
NI
12
Nuance Investments
Missouri
$24.1M +$19.7M +351,404 +534%
Parnassus Investments
13
Parnassus Investments
California
$22.9M
ORIO
14
Old Republic International (ORI)
Illinois
$22.1M +$2.92M +52,000 +16%
Bessemer Group
15
Bessemer Group
New Jersey
$21.3M +$2.99M +53,211 +17%
Northern Trust
16
Northern Trust
Illinois
$20.6M -$110K -1,960 -0.5%
Norges Bank
17
Norges Bank
Norway
$16.7M -$961K -17,115 -6%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$14.4M -$436K -7,761 -3%
Robeco Institutional Asset Management
19
Robeco Institutional Asset Management
Netherlands
$13.9M -$1.64M -29,169 -11%
Principal Financial Group
20
Principal Financial Group
Iowa
$13.6M +$416K +7,405 +3%
Fisher Asset Management
21
Fisher Asset Management
Washington
$12.8M -$135K -2,409 -1%
Charles Schwab
22
Charles Schwab
California
$12.3M +$197K +3,515 +2%
HAI
23
Hennessy Advisors Inc
California
$10.9M -$1.49M -26,500 -12%
Ameriprise
24
Ameriprise
Minnesota
$10.9M +$664K +11,826 +7%
Wells Fargo
25
Wells Fargo
California
$9.82M -$127K -2,261 -1%

NWN Hedge Fund Activity: Q1 2018 in Review

223 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Northwest Natural Holdings (NWN) for Q1 2018, worth a combined $1.14B — down 2.3% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of NWN and 21 opened new positions — a net loss of 13 holders — while 68 trimmed existing stakes and 75 added.

The largest buyer was Nuance Investments, adding an estimated $19.7M. The largest seller was Global X Management Company, exiting entirely with an estimated $8.12M sold.

  • 223 institutional investors held Northwest Natural Holdings (NWN) as of Q1 2018, down from 238 in Q4 2017.
  • Funds reported $1.14B of Northwest Natural Holdings stock for Q1 2018, down 2.3% quarter-over-quarter.
  • 21 funds opened new Northwest Natural Holdings positions in Q1 2018 and 34 closed out, a net change of -13 holders.
  • The largest Northwest Natural Holdings buyer in Q1 2018 was Nuance Investments, an estimated $19.7M added.
  • The largest Northwest Natural Holdings seller in Q1 2018 was Global X Management Company, an estimated $8.12M sold.

Based on aggregated 13F filings for Q1 2018.