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Northwest Natural Holdings

217 hedge funds and large institutions have $1.24B invested in Northwest Natural Holdings in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 56 increasing their positions, 75 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $747K | Put options by funds: $311K

2.1% less ownership

Funds ownership: 75.22%73.13% (-2.1%)

5% less funds holding

Funds holding: 228217 (-11)

11% less capital invested

Capital invested by funds: $1.4B → $1.24B (-$159M)

25% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 75

37% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 27

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
217
Holders Change
-11
Holders Change %
-4.82%
% of All Funds
4.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
56
Reduced
75
Closed
27
Calls
$747K
Puts
$311K
Net Calls
+$436K
Net Calls Change
+$138K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$269M +$3.4M +55,726 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$203M -$6.96M -113,859 -3%
State Street
3
State Street
Massachusetts
$176M +$38.9M +636,092 +25%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$47.7M -$512K -8,387 -1%
First Trust Advisors
5
First Trust Advisors
Illinois
$47.1M +$11.2M +183,182 +28%
DPIM
6
Duff & Phelps Investment Management
Illinois
$44.6M
Bank of New York Mellon
7
Bank of New York Mellon
New York
$25.2M +$422K +6,916 +2%
GF
8
Gabelli Funds
New York
$24.8M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$24.5M +$725K +11,871 +3%
Northern Trust
10
Northern Trust
Illinois
$23M +$688K +11,259 +3%
Norges Bank
11
Norges Bank
Norway
$22.9M +$8.26M +135,149 +49%
ORIO
12
Old Republic International (ORI)
Illinois
$21.4M
Charles Schwab
13
Charles Schwab
California
$14.6M -$1.21M -19,862 -7%
Legal & General Group
14
Legal & General Group
United Kingdom
$14.3M +$1.11M +18,120 +8%
Principal Financial Group
15
Principal Financial Group
Iowa
$12.9M +$45.2K +740 +0.3%
Morgan Stanley
16
Morgan Stanley
New York
$12.3M +$5.02M +82,190 +59%
Wells Fargo
17
Wells Fargo
California
$11.8M -$937K -15,332 -7%
N
18
Nuveen
North Carolina
$9.79M +$496K +8,118 +5%
JP Morgan Chase
19
JP Morgan Chase
New York
$9.73M -$11.1M -181,172 -51%
Fisher Asset Management
20
Fisher Asset Management
Washington
$9.68M -$247K -4,041 -2%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$9.61M -$708K -11,589 -6%
Robeco Institutional Asset Management
22
Robeco Institutional Asset Management
Netherlands
$8.29M -$132K -2,160 -1%
Ameriprise
23
Ameriprise
Minnesota
$8.28M -$683K -11,188 -7%
ProShare Advisors
24
ProShare Advisors
Maryland
$7.23M -$1.89M -30,953 -19%
MFIMFI
25
Mesirow Financial Investment Management - Fixed Income
Illinois
$7.15M -$488K -7,985 -6%

NWN Hedge Fund Activity: Q2 2020 in Review

217 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Northwest Natural Holdings (NWN) for Q2 2020, worth a combined $1.24B — down 11% from $1.4B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of NWN and 17 opened new positions — a net loss of 10 holders — while 75 trimmed existing stakes and 56 added.

The largest buyer was State Street, adding an estimated $38.9M. The largest seller was Invesco, cutting an estimated $19.3M.

  • 217 institutional investors held Northwest Natural Holdings (NWN) as of Q2 2020, down from 228 in Q1 2020.
  • Funds reported $1.24B of Northwest Natural Holdings stock for Q2 2020, down 11% quarter-over-quarter.
  • 17 funds opened new Northwest Natural Holdings positions in Q2 2020 and 27 closed out, a net change of -10 holders.
  • The largest Northwest Natural Holdings buyer in Q2 2020 was State Street, an estimated $38.9M added.
  • The largest Northwest Natural Holdings seller in Q2 2020 was Invesco, an estimated $19.3M sold.

Based on aggregated 13F filings for Q2 2020.