NorthWestern Energy
NWE
251 hedge funds and large institutions have $3.12B invested in NorthWestern Energy in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 94 reducing their positions, and 35 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
12% more capital invested
Capital invested by funds: $2.8B → $3.12B (+$324M)
0.1% less ownership
Funds ownership: 95.06% → 94.95% (-0.1%)
2% less funds holding
Funds holding: 256 → 251 (-5)
11% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 35
13% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 94
54% less call options, than puts
Call options by funds: $306K | Put options by funds: $659K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$33.2M |
| 2 |
BlackRock
New York
|
+$24.4M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$21.9M |
| 4 |
Cohen & Steers
New York
|
+$19.6M |
| 5 |
ProShare Advisors
Bethesda,
Maryland
|
+$19.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$25.1M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$21.5M |
| 3 |
Millennium Management
New York
|
-$18.3M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$10.6M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$8.97M |
NWE Hedge Fund Activity: Q1 2021 in Review
251 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q1 2021, worth a combined $3.12B — up 12% from $2.8B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of NWE and 31 opened new positions — a net loss of 4 holders — while 94 trimmed existing stakes and 82 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $33.2M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $25.1M sold.
- 251 institutional investors held NorthWestern Energy (NWE) as of Q1 2021, down from 256 in Q4 2020.
- Funds reported $3.12B of NorthWestern Energy stock for Q1 2021, up 12% quarter-over-quarter.
- 31 funds opened new NorthWestern Energy positions in Q1 2021 and 35 closed out, a net change of -4 holders.
- The largest NorthWestern Energy buyer in Q1 2021 was T. Rowe Price Associates, an estimated $33.2M added.
- The largest NorthWestern Energy seller in Q1 2021 was Lord, Abbett & Co, an estimated $25.1M sold.
Based on aggregated 13F filings for Q1 2021.