NorthWestern Energy
290 hedge funds and large institutions have $3.31B invested in NorthWestern Energy in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 126 increasing their positions, 88 reducing their positions, and 28 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 88
4% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 28
0.37% more ownership
Funds ownership: 97.42% → 97.79% (+0.37%)
0% more funds holding
Funds holding: 289 → 290 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $3.37B → $3.31B (-$54.6M)
Top Buyers
| 1 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$25.3M |
| 2 |
Millennium Management
New York
|
+$20M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$13M |
| 4 |
BlackRock
New York
|
+$7.04M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$5.89M |
Top Sellers
NWE Hedge Fund Activity: Q2 2023 in Review
290 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q2 2023, worth a combined $3.31B — down 1.6% from $3.37B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new NWE positions and 28 closed out — a net gain of 1 holder — while 126 added to existing stakes and 88 trimmed.
The largest buyer was River Road Asset Management, adding an estimated $25.3M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $24.4M.
- 290 institutional investors held NorthWestern Energy (NWE) as of Q2 2023, up from 289 in Q1 2023.
- Funds reported $3.31B of NorthWestern Energy stock for Q2 2023, down 1.6% quarter-over-quarter.
- 29 funds opened new NorthWestern Energy positions in Q2 2023 and 28 closed out, a net change of +1 holder.
- The largest NorthWestern Energy buyer in Q2 2023 was River Road Asset Management, an estimated $25.3M added.
- The largest NorthWestern Energy seller in Q2 2023 was Fuller & Thaler Asset Management, an estimated $24.4M sold.
Based on aggregated 13F filings for Q2 2023.