NorthWestern Energy
237 hedge funds and large institutions have $2.95B invested in NorthWestern Energy in 2017 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 97 increasing their positions, 80 reducing their positions, and 22 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
21% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 80
7% more capital invested
Capital invested by funds: $2.76B → $2.95B (+$188M)
2.47% more ownership
Funds ownership: 97.15% → 99.62% (+2.5%)
2% less funds holding
Funds holding: 243 → 237 (-6)
18% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 22
Top Buyers
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$52.8M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$36.7M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$20.2M |
| 4 |
TA
Teachers Advisors
New York
|
+$17.6M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$15.8M |
Top Sellers
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$35.6M |
| 2 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$27.8M |
| 3 |
PCA
Personal Capital Advisors
Redwood City,
California
|
-$24.1M |
| 4 |
BlackRock
New York
|
-$10.8M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$10.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PP
251
Paloma Partners
Greenwich,
Connecticut
| – | -$433K | -7,383 | Closed |
|
|
FWIA
252
Fort Washington Investment Advisors
Cincinnati,
Ohio
| – | -$335K | -5,700 | Closed |
|
253
Wellington Management Group
Boston,
Massachusetts
| – | -$262K | -4,466 | Closed |
|
|
PCM
254
Prelude Capital Management
New York
| – | -$211K | -3,600 | Closed |
|
255
VanEck Associates
New York
| – | -$24K | -417 | Closed |
|
|
PWM
256
Perigon Wealth Management
San Francisco,
California
| – | -$21K | -350 | Closed |
|
|
TWI
257
Thomas White International
Chicago,
Illinois
| – | -$8K | -140 | Closed |
|
|
FANJ
258
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$7K | -121 | Closed |
|
|
PFO
259
Pathstone Family Office
Englewood,
New Jersey
| – | -$1K | -23 | Closed |
|
NWE Hedge Fund Activity: Q2 2017 in Review
237 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q2 2017, worth a combined $2.95B — up 6.8% from $2.76B a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of NWE and 18 opened new positions — a net loss of 4 holders — while 80 trimmed existing stakes and 97 added.
The largest buyer was AllianceBernstein, adding an estimated $52.8M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $35.6M sold.
- 237 institutional investors held NorthWestern Energy (NWE) as of Q2 2017, down from 243 in Q1 2017.
- Funds reported $2.95B of NorthWestern Energy stock for Q2 2017, up 6.8% quarter-over-quarter.
- 18 funds opened new NorthWestern Energy positions in Q2 2017 and 22 closed out, a net change of -4 holders.
- The largest NorthWestern Energy buyer in Q2 2017 was AllianceBernstein, an estimated $52.8M added.
- The largest NorthWestern Energy seller in Q2 2017 was Massachusetts Financial Services, an estimated $35.6M sold.
Based on aggregated 13F filings for Q2 2017.