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Northwest Natural Holdings

240 hedge funds and large institutions have $1.26B invested in Northwest Natural Holdings in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 90 increasing their positions, 68 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

32% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 68

9% more capital invested

Capital invested by funds: $1.15B → $1.26B (+$108M)

3% more funds holding

Funds holding: 234240 (+6)

0.03% more ownership

Funds ownership: 76.47%76.49% (+0.03%)

6% less call options, than puts

Call options by funds: $757K | Put options by funds: $809K

Holders
240
Holders Change
+6
Holders Change %
+2.56%
% of All Funds
3.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
90
Reduced
68
Closed
24
Calls
$757K
Puts
$809K
Net Calls
-$52K
Net Calls Change
-$799K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$289M +$6.61M +141,003 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$204M +$5.58M +119,061 +3%
State Street
3
State Street
Massachusetts
$82.6M -$790K -16,849 -1%
Invesco
4
Invesco
Georgia
$72M +$3.54M +75,569 +5%
DPIM
5
Duff & Phelps Investment Management
Illinois
$38.1M
Geode Capital Management
6
Geode Capital Management
Massachusetts
$30.6M +$1.05M +22,321 +4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$25.7M -$1.76M -37,640 -7%
TIS
8
Tortoise Index Solutions
Kansas
$23.1M +$41.3K +880 +1%
GF
9
Gabelli Funds
New York
$21.2M
Northern Trust
10
Northern Trust
Illinois
$20.5M +$349K +7,433 +2%
Victory Capital Management
11
Victory Capital Management
Texas
$20.4M -$4.4M -93,851 -18%
Charles Schwab
12
Charles Schwab
California
$18.9M +$249K +5,308 +1%
DRZID
13
DePrince Race & Zollo Inc (DRZ)
Florida
$18.5M +$1.58M +33,657 +9%
N
14
Nuveen
North Carolina
$18.5M -$30.3K -647 -0.2%
Morgan Stanley
15
Morgan Stanley
New York
$17.7M -$119K -2,539 -0.7%
ORIO
16
Old Republic International (ORI)
Illinois
$17.5M
Norges Bank
17
Norges Bank
Norway
$15.5M -$1.06M -22,700 -6%
CRM
18
Cramer Rosenthal McGlynn
Connecticut
$15M +$2.23M +47,621 +18%
JP Morgan Chase
19
JP Morgan Chase
New York
$14.9M +$5.91M +126,147 +67%
American Century Companies
20
American Century Companies
Missouri
$14.2M +$124K +2,652 +0.9%
Ameriprise
21
Ameriprise
Minnesota
$13.7M +$456K +9,732 +3%
PCA
22
Personal Capital Advisors
California
$12.1M +$436K +9,308 +4%
Legal & General Group
23
Legal & General Group
United Kingdom
$11.2M +$76.7K +1,636 +0.7%
Principal Financial Group
24
Principal Financial Group
Iowa
$10.6M +$368K +7,840 +4%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$9.83M +$9.68M +206,490 New

NWN Hedge Fund Activity: Q4 2022 in Review

240 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Northwest Natural Holdings (NWN) for Q4 2022, worth a combined $1.26B — up 9.3% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new NWN positions and 24 closed out — a net gain of 9 holders — while 90 added to existing stakes and 68 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $9.68M. The largest seller was Allianz Asset Management, cutting an estimated $13.7M.

  • 240 institutional investors held Northwest Natural Holdings (NWN) as of Q4 2022, up from 234 in Q3 2022.
  • Funds reported $1.26B of Northwest Natural Holdings stock for Q4 2022, up 9.3% quarter-over-quarter.
  • 33 funds opened new Northwest Natural Holdings positions in Q4 2022 and 24 closed out, a net change of +9 holders.
  • The largest Northwest Natural Holdings buyer in Q4 2022 was Hotchkis & Wiley Capital Management, an estimated $9.68M added.
  • The largest Northwest Natural Holdings seller in Q4 2022 was Allianz Asset Management, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2022.