Question 1

Which hedge funds and institutional investors hold NWN?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for NWN shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for NWN whale holdings?

Accepted Answer

Conviction level reflects how significant NWN is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to NWN, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for NWN?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about NWN?

Accepted Answer

QoQ changes for NWN show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	1.6M	$85.4M	0.0%	$2896.4B
William Blair	594.2K	$31.6M	0.1%	$30.3B
Gabelli	520.0K	$27.7M	0.2%	$14.8B
Two Sigma	273.2K	$14.5M	0.0%	$123.9B
Hotchkis & Wiley	270.0K	$14.4M	0.0%	$32.4B
American Century	223.1K	$11.9M	0.0%	$194.3B
Geode Capital	148.4K	$7.9M	0.0%	$1607.5B
Millennium	107.9K	$5.7M	0.0%	$240.3B
Point72	95.1K	$5.1M	0.0%	$78.1B
Winton	59.5K	$3.2M	0.1%	$2.9B
DE Shaw	52.2K	$2.8M	0.0%	$166.3B
Jennison	23.2K	$1.2M	0.0%	$145.4B
Citadel	23.0K	$1.2M	0.0%	$618.5B
DFA	21.6K	$1.2M	0.0%	$481.4B
PDT Partners	17.8K	$948K	0.1%	$1.7B
Caxton	17.5K	$930K	0.0%	$4.4B
Citadel	11.7K	$623K	0.0%	$618.5B
Marshall Wace	7.1K	$379K	0.0%	$100.4B
Fidelity (FMR)	889	$47K	—	$1898.4B
Northern Trust	500	$27K	—	$756.6B
Franklin Templeton	476	$25K	—	$408.3B
BlackRock	387	$21K	—	$5723.5B
AQR Capital	185	$10K	—	$218.4B
LSV	67.2K	$4K	0.0%	$46.4M

NWN

Who Holds NWN

Changes This Quarter