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NorthWestern Energy
NWE

243 hedge funds and large institutions have $2.76B invested in NorthWestern Energy in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 102 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

34% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 76

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

2% more capital invested

Capital invested by funds: $2.69B → $2.76B (+$63.4M)

0% more funds holding

Funds holding: 243 → 243 (0)

0.85% less ownership

Funds ownership: 98% → 97.15% (-0.85%)

Holders
243
Holders Change
–
Holders Change %
0%
% of All Funds
6.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
31
Increased
102
Reduced
76
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$524M
2
Norges Bank
Norges Bank
Norway
+$26.1M
3
PAM
Panagora Asset Management
Massachusetts
+$25.3M
4
Invesco
Invesco
Georgia
+$24.7M
5
Bank of America
Bank of America
North Carolina
+$13.8M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$143M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$38.2M
3
LM
Luminus Management
Texas
-$15.2M
4
KCM
Kennedy Capital Management
Missouri
-$12.7M
5
WHG
Westwood Holdings Group
Texas
-$11.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
251
HSBC Holdings
United Kingdom
– -$512K -9,012 Closed
UFF
252
USA Financial Formulas
Michigan
– -$487K -8,562 Closed
ARTA
253
A.R.T. Advisors
New York
– -$454K -8,000 Closed
TI
254
Trexquant Investment
Connecticut
– -$341K -6,000 Closed
SCM
255
Stevens Capital Management
Pennsylvania
– -$314K -5,520 Closed
TRCT
256
Tower Research Capital (TRC)
New York
– -$233K -4,111 Closed
DAC
257
Dividend Assets Capital
South Carolina
– -$206K -3,616 Closed
Two Sigma Advisers
258
Two Sigma Advisers
New York
– -$203K -3,567 Closed
Nomura Holdings
259
Nomura Holdings
Japan
– -$91K -1,606 Closed
QT
260
Quantbot Technologies
New York
– -$76K -1,344 Closed
JIC
261
Joel Isaacson & Co
New York
– -$31K -550 Closed
CG
262
Cutler Group
California
– -$27K -487 Closed
Nomura Asset Management
263
Nomura Asset Management
Japan
– -$19K -340 Closed
SAM
264
Solaris Asset Management
New York
– -$9K -167 Closed
CTC
265
Central Trust Company
Missouri
– -$9K -150 Closed
Simplex Trading
266
Simplex Trading
Illinois
– -$7K -132 Closed
IP
267
Intellectus Partners
California
– -$5K -87 Closed
7 8 9 10
11

NWE Hedge Fund Activity: Q1 2017 in Review

243 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q1 2017, worth a combined $2.76B — up 2.4% from $2.69B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new NWE positions and 24 closed out — a net gain of 7 holders — while 102 added to existing stakes and 76 trimmed.

The largest buyer was BlackRock, adding an estimated $524M. The largest seller was Deutsche Bank, cutting an estimated $143M.

  • 243 institutional investors held NorthWestern Energy (NWE) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $2.76B of NorthWestern Energy stock for Q1 2017, up 2.4% quarter-over-quarter.
  • 31 funds opened new NorthWestern Energy positions in Q1 2017 and 24 closed out, a net change of +7 holders.
  • The largest NorthWestern Energy buyer in Q1 2017 was BlackRock, an estimated $524M added.
  • The largest NorthWestern Energy seller in Q1 2017 was Deutsche Bank, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2017.