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Northwest Natural Holdings

248 hedge funds and large institutions have $1.17B invested in Northwest Natural Holdings in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 94 increasing their positions, 86 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

464% more call options, than puts

Call options by funds: $705K | Put options by funds: $125K

9% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 86

0.11% more ownership

Funds ownership: 75.11%75.22% (+0.11%)

3% less funds holding

Funds holding: 255248 (-7)

8% less capital invested

Capital invested by funds: $1.27B → $1.17B (-$103M)

19% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 36

Holders
248
Holders Change
-7
Holders Change %
-2.75%
% of All Funds
3.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
94
Reduced
86
Closed
36
Calls
$705K
Puts
$125K
Net Calls
+$580K
Net Calls Change
+$632K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$269M +$6.11M +135,238 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$185M -$2.23M -49,281 -1%
State Street
3
State Street
Massachusetts
$59.7M +$1M +22,186 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$33.8M +$1.12M +24,785 +3%
DPIM
5
Duff & Phelps Investment Management
Illinois
$33.6M -$928K -20,530 -3%
Invesco
6
Invesco
Georgia
$31.7M -$32.7M -722,643 -50%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$30.6M +$1.98M +43,922 +7%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$25.4M +$5.39M +119,281 +25%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$22.3M -$760K -16,827 -3%
GF
10
Gabelli Funds
New York
$19.2M
Morgan Stanley
11
Morgan Stanley
New York
$18.9M +$2.44M +54,104 +14%
Northern Trust
12
Northern Trust
Illinois
$18.5M +$283K +6,260 +1%
Charles Schwab
13
Charles Schwab
California
$17.7M +$472K +10,449 +3%
Norges Bank
14
Norges Bank
Norway
$16.8M +$1.17M +26,000 +7%
N
15
Nuveen
North Carolina
$15.9M +$53.5K +1,185 +0.3%
ORIO
16
Old Republic International (ORI)
Illinois
$15.7M -$99.4K -2,200 -0.6%
Victory Capital Management
17
Victory Capital Management
Texas
$15.6M -$170K -3,754 -1%
JP Morgan Chase
18
JP Morgan Chase
New York
$15M +$469K +10,384 +3%
Ameriprise
19
Ameriprise
Minnesota
$14.1M +$1.73M +38,239 +13%
American Century Companies
20
American Century Companies
Missouri
$12.4M -$15.9K -353 -0.1%
Empower Advisory Group
21
Empower Advisory Group
Colorado
$11.8M +$305K +6,745 +3%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$10.9M +$1.85M +41,020 +19%
Legal & General Group
23
Legal & General Group
United Kingdom
$10.6M +$161K +3,556 +1%
MIIM
24
Mesirow Institutional Investment Management
Illinois
$10.3M +$2.73M +60,391 +34%
BGIM
25
Brandywine Global Investment Management
Pennsylvania
$10.3M +$10.8M +238,270 New

NWN Hedge Fund Activity: Q2 2023 in Review

248 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Northwest Natural Holdings (NWN) for Q2 2023, worth a combined $1.17B — down 8.1% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of NWN and 29 opened new positions — a net loss of 7 holders — while 86 trimmed existing stakes and 94 added.

The largest buyer was Brandywine Global Investment Management, opening a new position worth an estimated $10.8M. The largest seller was Invesco, cutting an estimated $32.7M.

  • 248 institutional investors held Northwest Natural Holdings (NWN) as of Q2 2023, down from 255 in Q1 2023.
  • Funds reported $1.17B of Northwest Natural Holdings stock for Q2 2023, down 8.1% quarter-over-quarter.
  • 29 funds opened new Northwest Natural Holdings positions in Q2 2023 and 36 closed out, a net change of -7 holders.
  • The largest Northwest Natural Holdings buyer in Q2 2023 was Brandywine Global Investment Management, an estimated $10.8M added.
  • The largest Northwest Natural Holdings seller in Q2 2023 was Invesco, an estimated $32.7M sold.

Based on aggregated 13F filings for Q2 2023.