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Northwest Natural Holdings

248 hedge funds and large institutions have $1.39B invested in Northwest Natural Holdings in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 104 increasing their positions, 60 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

388% more call options, than puts

Call options by funds: $1.03M | Put options by funds: $212K

73% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 60

9% more capital invested

Capital invested by funds: $1.28B → $1.39B (+$114M)

2.85% less ownership

Funds ownership: 79.5%76.65% (-2.9%)

6% less funds holding

Funds holding: 263248 (-15)

24% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 46

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
248
Holders Change
-15
Holders Change %
-5.7%
% of All Funds
4.18%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
104
Reduced
60
Closed
46
Calls
$1.03M
Puts
$212K
Net Calls
+$823K
Net Calls Change
-$719K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$323M +$46M +891,465 +17%
Vanguard Group
2
Vanguard Group
Pennsylvania
$216M +$10M +194,684 +5%
State Street
3
State Street
Massachusetts
$92.9M +$9.7M +188,069 +12%
Invesco
4
Invesco
Georgia
$70.7M +$574K +11,126 +0.8%
DPIM
5
Duff & Phelps Investment Management
Illinois
$42.5M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$39.1M -$165K -3,189 -0.4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$31.4M +$2.88M +55,755 +10%
Morgan Stanley
8
Morgan Stanley
New York
$30.7M +$16.7M +323,225 +127%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$26M +$1.28M +24,813 +5%
N
10
Nuveen
North Carolina
$24.7M +$2.88M +55,827 +14%
Victory Capital Management
11
Victory Capital Management
Texas
$23.8M +$6.77M +131,296 +41%
GF
12
Gabelli Funds
New York
$23.7M
Millennium Management
13
Millennium Management
New York
$23.6M +$18.1M +350,988 +372%
Northern Trust
14
Northern Trust
Illinois
$22.3M +$1.85M +35,922 +9%
Norges Bank
15
Norges Bank
Norway
$20.6M +$2.43M +47,171 +14%
Charles Schwab
16
Charles Schwab
California
$20M +$1.83M +35,426 +10%
ORIO
17
Old Republic International (ORI)
Illinois
$19.5M
Ameriprise
18
Ameriprise
Minnesota
$15.7M +$7.6M +147,372 +99%
Legal & General Group
19
Legal & General Group
United Kingdom
$13.8M -$446K -8,652 -3%
American Century Companies
20
American Century Companies
Missouri
$13.3M -$2.37M -46,013 -16%
PCA
21
Personal Capital Advisors
California
$12.6M +$434K +8,412 +4%
CRM
22
Cramer Rosenthal McGlynn
Connecticut
$12.6M +$9.46M +183,296 +344%
Goldman Sachs
23
Goldman Sachs
New York
$11.5M +$1.16M +22,430 +12%
Principal Financial Group
24
Principal Financial Group
Iowa
$11.2M +$441K +8,543 +4%
SGCIA
25
Smith Graham & Co Investment Advisors
Texas
$10M -$95.5K -1,850 -1%

NWN Hedge Fund Activity: Q2 2022 in Review

248 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Northwest Natural Holdings (NWN) for Q2 2022, worth a combined $1.39B — up 8.9% from $1.28B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of NWN and 35 opened new positions — a net loss of 11 holders — while 60 trimmed existing stakes and 104 added.

The largest buyer was BlackRock, adding an estimated $46M. The largest seller was Citadel Advisors, cutting an estimated $19.6M.

  • 248 institutional investors held Northwest Natural Holdings (NWN) as of Q2 2022, down from 263 in Q1 2022.
  • Funds reported $1.39B of Northwest Natural Holdings stock for Q2 2022, up 8.9% quarter-over-quarter.
  • 35 funds opened new Northwest Natural Holdings positions in Q2 2022 and 46 closed out, a net change of -11 holders.
  • The largest Northwest Natural Holdings buyer in Q2 2022 was BlackRock, an estimated $46M added.
  • The largest Northwest Natural Holdings seller in Q2 2022 was Citadel Advisors, an estimated $19.6M sold.

Based on aggregated 13F filings for Q2 2022.