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Northwest Natural Holdings

219 hedge funds and large institutions have $1.07B invested in Northwest Natural Holdings in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $624K | Put options by funds: $302K

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

7% more capital invested

Capital invested by funds: $1B → $1.07B (+$65.7M)

1% more funds holding

Funds holding: 216219 (+3)

7% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 73

0.32% more ownership

Funds ownership: 71.03%71.34% (+0.32%)

Holders
219
Holders Change
+3
Holders Change %
+1.39%
% of All Funds
3.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
78
Reduced
73
Closed
23
Calls
$624K
Puts
$302K
Net Calls
+$322K
Net Calls Change
+$96K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$258M +$14.8M +318,905 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$176M +$2.3M +49,493 +1%
Invesco
3
Invesco
Georgia
$65.9M +$17.2M +368,677 +38%
State Street
4
State Street
Massachusetts
$65.2M +$3.46M +74,334 +6%
DPIM
5
Duff & Phelps Investment Management
Illinois
$39M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$34.5M -$202K -4,352 -0.6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$24.9M -$441K -9,479 -2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$22.3M -$2.54M -54,587 -11%
GF
9
Gabelli Funds
New York
$21.8M +$93.1K +2,000 +0.5%
Northern Trust
10
Northern Trust
Illinois
$19.4M -$536K -11,510 -3%
ORIO
11
Old Republic International (ORI)
Illinois
$18.7M
Charles Schwab
12
Charles Schwab
California
$16.6M +$740K +15,895 +5%
N
13
Nuveen
North Carolina
$14.3M +$744K +15,997 +6%
Legal & General Group
14
Legal & General Group
United Kingdom
$13.6M +$424K +9,122 +3%
Goldman Sachs
15
Goldman Sachs
New York
$13.1M -$59.5K -1,278 -0.5%
Norges Bank
16
Norges Bank
Norway
$13M +$32.8K +706 +0.3%
Morgan Stanley
17
Morgan Stanley
New York
$12.5M +$1.22M +26,122 +11%
ProShare Advisors
18
ProShare Advisors
Maryland
$11.1M +$1.56M +33,459 +17%
PCA
19
Personal Capital Advisors
California
$10.5M +$552K +11,864 +6%
Principal Financial Group
20
Principal Financial Group
Iowa
$9.99M -$207K -4,459 -2%
DRZID
21
DePrince Race & Zollo Inc (DRZ)
Florida
$9.87M -$12.7M -271,982 -57%
SGCIA
22
Smith Graham & Co Investment Advisors
Texas
$9.35M -$718K -15,426 -7%
Victory Capital Management
23
Victory Capital Management
Texas
$7M +$984K +21,158 +17%
Ameriprise
24
Ameriprise
Minnesota
$6.5M -$60.4K -1,299 -1%
JP Morgan Chase
25
JP Morgan Chase
New York
$6.37M -$283K -6,083 -4%

NWN Hedge Fund Activity: Q4 2021 in Review

219 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Northwest Natural Holdings (NWN) for Q4 2021, worth a combined $1.07B — up 6.6% from $1B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new NWN positions and 23 closed out — a net gain of 5 holders — while 78 added to existing stakes and 73 trimmed.

The largest buyer was Invesco, adding an estimated $17.2M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $12.7M.

  • 219 institutional investors held Northwest Natural Holdings (NWN) as of Q4 2021, up from 216 in Q3 2021.
  • Funds reported $1.07B of Northwest Natural Holdings stock for Q4 2021, up 6.6% quarter-over-quarter.
  • 28 funds opened new Northwest Natural Holdings positions in Q4 2021 and 23 closed out, a net change of +5 holders.
  • The largest Northwest Natural Holdings buyer in Q4 2021 was Invesco, an estimated $17.2M added.
  • The largest Northwest Natural Holdings seller in Q4 2021 was DePrince Race & Zollo Inc (DRZ), an estimated $12.7M sold.

Based on aggregated 13F filings for Q4 2021.